Siebel Loyalty Administration Guide > Setting Up Siebel Loyalty Programs > Process of Setting Up Loyalty Programs >

Defining Point Gift Setup


You can allow active members of a program to give points as gifts to other active members of the same program.

You restrict the number of points that can be given or received to prevent members from abusing this feature. For example, if a platinum member can buy points at a 10% discount, then you might want to restrict platinum members so they can give only a limited amount of points, so they do not give too many discounted points to members in other tiers.

You must enter limits on both the giver and the recipient of a specific point type, membership type and tier for gift points to be enabled for that combination of point type, membership type, and tier.

Alternatively, you might want to restrict members in other tiers so they can receive only a limited number of points from platinum members.

In addition to the steps defined here, you must create a point gift product, set a price for this product, and associate the product with the program. For more information, see Setting Prices for Member Services.

To define point gift setup

  1. Navigate to the Loyalty Program Administration screen.
  2. In the Programs list, select the appropriate program, and click its Program Id hyperlink.
  3. Click the Point Gift Setup view tab.
  4. Add a new record to the Point Purchase Gift list for each combination of point type, membership type, tier, and gift from or gift to, and complete the necessary fields, described in the following table.
    Field
    Description

    Limits On

    Select Gift From or Gift To to specify whether this record is limiting the number of points that can be given or the number of points that can be received for this point type by members with this membership type and tier.

    Point Type

    Select the point type that this limit applies to.

    Membership Type

    Select the membership type that this limit applies to.

    Tier

    Select the tier that this limit applies to.

    Minimum Transaction

    Enter the minimum number of points that can be given or received in one transaction for this point type by members of this membership type and tier.

    Maximum Transaction

    Enter the maximum number of points that can be given or received in one transaction for this point type by members of this membership type and tier.

    Gift Period Limit

    Enter the maximum number of points that can be given or received during the entire gift period for this point type by members of this membership type and tier.

    The gift period begins at the date specified in the Transfer/Gift Start Date field in the Program form above, and it ends on the date of the transaction.

Siebel Loyalty Administration Guide Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Legal Notices.