Siebel Loyalty Administration Guide > Setting Up Siebel Loyalty Redemptions > Batch Redemption Process >

Setting Up Batch Redemption


The following procedure provides a high-level overview of how to set up a batch redemption.

To set up batch redemption

  1. Specify the minimum number of points required for member to be considered for batch redemption process in the Batch Redemption view of the loyalty program. For more information, see Specifying the Threshold for Batch Redemption.
  2. Set up the product that is used to create batch redemption transactions for members. Set up the product with Loyalty Batch Redemption as the value in the Type field. For more information about setting up products for redemptions, see Setting Up Products for Redemption by Siebel Loyalty.
  3. Set up a promotion that assigns the voucher to members. This promotion must use the following values:
    1. In the Rule record, in the Apply To field, select Bulk Redemption.
    2. In the Action record, complete the necessary fields, described in the following table:
      Field
      Description

      Type

      Select Issue Bulk Voucher.

      Product Type: Voucher

      Select an item from the picklist, which shows products of the type Electronic Voucher.

      Voucher Value Conversion: Operator

      Select the operator used to convert the voucher value to an absolute value. For example, select Multiply.

      Voucher Value Conversion: Value

      Select the value used to convert the voucher value to a cash value. For example, if you multiply the number of points in the voucher by .1 to convert it to an absolute value, then select Multiply in the Operator field and .1 in the Value field.

      Voucher Value Conversion: Currency

      Select the currency used to convert the voucher value to an absolute value.

      Voucher Value Conversion: Cost Per Point

      If you allow points-to-pay conversion, then enter the amount that customers must pay for each point they are short. For more information, see Points-To-Pay Conversion.

      For more information about setting up promotions, see Process of Creating Loyalty Promotions.

  4. Schedule the batch redemption workflow, LOY Batch Redemption Process, so it runs at the required frequency.

    For more information about administering workflow processes, see Siebel Business Process Framework: Workflow Guide.

This workflow creates the redemption order and transaction for the loyalty engine to process.

After the transaction is processed, members are assigned vouchers, which appear as records in the Loyalty Members screen, Vouchers view for each member.

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