Siebel Loyalty Administration Guide > Setting Up Siebel Loyalty Programs >

Process of Setting Up Loyalty Programs


To set up a loyalty program, the loyalty administrator performs the following tasks:

  1. Creating Loyalty Programs
  2. Defining Program Level Attributes for Loyalty
  3. Defining Point Types and Subtypes for Loyalty Programs
  4. Creating Point Blocks for Loyalty Programs
  5. Setting Up Auto-Creation of Point Blocks
  6. Defining Tier Classes and Tiers
  7. Creating Tier Promotions
  8. Creating Vouchers for Loyalty Members
  9. Defining Vouchers as Tier Rewards
  10. Configuring Loyalty Vouchers
  11. Defining Loyalty Product Offerings
  12. Integrating Siebel Loyalty with Business Intelligence Publisher
  13. Defining Loan Setup
  14. Defining Point Transfer Setup
  15. Defining Point Purchase Setup
  16. Defining Point Gift Setup
  17. Setting Prices for Member Services
  18. Restricting the Redemption Period to Prevent Fraud
  19. Creating Base Loyalty Promotions
  20. Creating Admin Promotions

NOTE:  A new loyalty program can require different lists of values from existing loyalty programs. For example, it can use different membership card types. If this is the case, then before you start this process, create the appropriate lists of values, as described in Defining Lists of Values for Siebel Loyalty.

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