Siebel Loyalty Administration Guide > Setting Up Siebel Loyalty Promotions > Process of Creating Loyalty Promotions >

Providing Point Blocks for Loyalty Promotions

To provide points to members who use a promotion, you can:

• Create point blocks specifically for a promotion. If you want to limit the number of point blocks that a promotion can distribute, you select Limited in the Point Limit Type field of the Promotion record, so points will only be taken from point blocks created specifically for the promotion. Then you must create the point blocks for the promotion.
• Draw points from existing point blocks of the host company or partner. If you do not want to limit the number of point blocks that a promotion can distribute, you select Unlimited in the Point Limit Type field of the Promotion record, so points will taken from the point blocks of the host company or the partner who owns the promotion. Then you must check to make sure that there are enough points to support the promotion.

This task is a step in Process of Creating Loyalty Promotions. This task applies only to reward promotions. Tier promotions do not use points.

NOTE:  This task does not apply to tier promotions, because they do not give points as rewards. For more information, see About Creating Loyalty Tier Promotions.

Creating Point Blocks for a Loyalty Promotion

If you selected Limited in the Point Limit Type field of the Promotion record, you must create point blocks for the promotion.

For more information about fields in the Point Block record, see Minting Point Blocks for Loyalty Programs.

NOTE:  Before doing this, you must select Limited in the Point Limit Type field of the Promotion record. Otherwise, this view is read only.

To create a point block for a loyalty promotion

1. Navigate to the Loyalty Promotions Administration screen.
2. In the Promotions list, select the promotion that you want to create a point block for.
3. Click the Point Blocks view tab.
4. Add a new record to the Point Blocks list and complete the necessary fields.

Checking Point Blocks Available for a Loyalty Promotion

If you selected Unlimited in the Point Limit Type field of the Promotion record, points for the promotion are taken from the company or the partner who owns the promotion. You should check to make sure that enough points exist to support the promotion.

The promotion will use points from point blocks that have the appropriate value in the following fields:

• Program. Must be the same as the promotion's program.
• Point Type. Must be the same as the point type being assigned.
• Status. Must be Approved.
• Start Date. Must be less than or equal to today (or NULL).
• End Date. Must be greater than or equal to today (or NULL).
• Partner. Must be the same as the transaction's partner. If the transaction's partner is NULL, then must be the same as the promotion's partner.
• Points Remaining. Must be greater than the amount of points being assigned.

To check point blocks available for a promotion

1. Navigate to the Loyalty Program Administration screen.
2. In the Loyalty Programs list, select the program that the promotion is part of.
3. Click the Point Blocks view tab.
4. Check how many points are available in point blocks that have the appropriate values in the fields listed earlier.
5. If not enough points are available, create more points, as described in Minting Point Blocks for Loyalty Programs.