Siebel Order Management Guide Addendum for Communications > Creating Communications Promotion Groups > Process of Setting Up Promotion Groups (Administrators) >

Creating Eligibility Rules for Promotion Group Definitions

Eligibility to receive promotion group offerings might be restricted to a subset of your customers. For example, a promotion group might be offered only to customers in certain states or provinces. You can define the rules that specify which customers are eligible for the promotion group. For more information, see the topic about eligibility rules in Siebel Order Management Guide.

NOTE:  You can also create eligibility rules for individual promotion group membership definitions. Because a membership definition is a product, you create eligibility rules for a membership definition as you would for any product. For more information, see the topic on defining product eligibility rules in Siebel Product Administration Guide.

This task is a step in Process of Setting Up Promotion Groups (Administrators).

To create eligibility rules for a promotion group definition

1. Navigate to the Administration - Product screen, then the Promotion Groups view.
2. In the Promotion Group Definitions list, select the promotion group definition for which you are specifying eligibility rules.
3. In the selected promotion group definition record, do the following:
   • Select the Check Eligibility check box.
   • If you are using inclusive eligibility, select the Inclusive Eligibility check box.
4. Click the Eligibility and Compatibility Rules view tab.
5. If necessary, in the link bar of the Eligibility and Compatibility Rules view, click the Eligibility link.
6. Complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Matrix Name	Select the eligibility group used for grouping this rule. For more information about eligibility groups, see the topic on defining eligibility groups in Siebel Product Administration Guide.
   Rule Type	Select the type of the rule. The options are as follows: Available. The rule specifies customers who are eligible for the promotion group. For example, if the criteria depend on State, then the rule specifies a state where customers are eligible for the promotion group. Unavailable. The rule specifies the customers who are not eligible to for the promotion group. For example, if the criteria depend on State, then the rule specifies a state where customers are eligible for the promotion group.
   Account	If the rule depends on account, select the name of an account that is or is not eligible for the promotion group.
   Account Type	If the rule depends on account type, select the name of an account that is or is not eligible for the promotion group.
   City	If the rule depends on city, enter the name of a city where customers are or are not eligible for the promotion group.
   State	If the rule depends on state, select the name of a state where customers are or are not eligible for the promotion group.
   Country	If the rule depends on country, select the name of a country where customers are or are not eligible for the promotion group.
   Postal Code	If the rule depends on postal code, enter the name of a postal code where customers are or are not eligible for the promotion group.
   Effective Start	Enter the date when this rule goes into effect.
   Effective End	Enter the date when this rule is no longer in effect.

7. Continue to add records until you have specified all eligibility rules that determine whether customers are eligible for this promotion group.