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Creating a Loyalty Promotion Record

The Promotion record includes general information about the promotion, such as its name, when it is in effect, and whether it requires enrollment.

This task is a step in Process of Creating Loyalty Promotions.

NOTE:  This task does not apply to tier promotions, because the Promotion record is created automatically when you create the tier. For more information, see About Creating Loyalty Tier Promotions.

To create a loyalty promotion record

1. Navigate to the Loyalty Promotions Administration screen.
2. Add a new record to the Promotions list, and complete the necessary fields in the record and in the More Info form. Some fields are described in the following table.

   Field	Comments
   Apply To	For loyalty promotions, select which type of transaction the promotion applies to. The options are Accrual-Product, Loan, Redemption-Product, Cancellation, Accrual-Gift, Bonus, and Voucher. If you leave this field blank, the promotion can apply to all types of transactions. This field does not apply to tier promotions. For more information about configuring the values in this field, see Creating Apply To Types for Loyalty Promotions.
   Active	This check box is selected if the promotion is active. You cannot select or deselect it manually. It changes when you click the Activate, Deactivate, or Modify button.
   Always Apply	Select this check box to make this promotion always apply, regardless of the choice you made in the Promotion Calculation Rule for the loyalty program that this promotion is part of. For more information, see About Promotion Calculation Rules for Loyalty Programs.
   Enrollment Required	Select this check box to require members to enroll for the promotion in order to get the reward. If it is not checked, all members of the program receive the reward for this promotion without enrolling in it.
   Promotion Start and Promotion End	Enter the date when the promotion starts and ends. Products purchased between these dates qualify for the promotion reward.
   Enrollment Start and Enrollment End	If this promotion requires enrollment, enter the dates when members can enroll.
   Product Inclusion	Select which products the promotion applies to. The options are: All Products. Applies to all accrual products. Include Products. Applies only to products listed in the Products view of the Loyalty Promotion Administration screen. Exclude Products. Applies only to products not listed in the Products view of the Loyalty Promotion Administration screen.
   Point Limit Type	Select Limited if the points awarded will be taken from a point block created specifically for this promotion. Select Unlimited if the points will be taken directly from the company's or partner's point blocks, without limit. For more information, see Providing Point Blocks for Loyalty Promotions.
   Partner	If applicable, select the partner who is hosting this promotion.