Siebel Loyalty Administration Guide > Setting Up Siebel Loyalty Promotions > About Rules Libraries for Loyalty Promotions >

Managing Action Library Sets

This topic includes instructions for creating, saving and importing action library sets. For additional information about rules libraries, refer to About Rules Libraries for Loyalty Promotions.

Creating Action Library Sets

Use the following procedure to create an action library set.

To create a new action library set

1. Navigate to the Loyalty Promotions Administration screen, then the Action Library view.
2. Click New.
3. Complete the necessary fields described in the following table.

   Field	Description
   Name	Name the Action Library set. NOTE:  The name must be unique.
   Library Category	Select the Library Category type.
   Promotion Base Flag	Check box when the Action library is for a base promotion or non-base promotion that has a separate set of actions
   Description	Describe the Action Library set.
   Loyalty Program	Enter Loyalty Program in which the Action Library set can be used.
   Apply To	Select the Apply To type.

4. Create one or more actions in the action library set created in Step 3.

   Create the criteria as you would normally. For information more about creating criteria, refer to Creating Actions for Loyalty Promotion Rules.

Saving Action Library Sets

Use the following procedure to save an action library set.

To save an action library set using existing actions

1. Navigate to the Loyalty Promotions Administration screen, then the Promotions view.
2. Select a promotion.
3. Select the Rules tab.
4. Click on an existing rule.
5. Select the Actions tab.
6. Control click one or more actions.
7. Click Save as Library.
8. Complete the necessary fields described in the following table.

   Field	Description
   Name	Name the Action Library set. NOTE:  The name must be unique.
   Library Category	Select the Library Category type.
   Description	Describe the Action Library set.

9. Click Create Library.

Importing Action Library Sets

Use the following procedure to import an action library set.

To import an action library set into a promotion

1. Navigate to the Loyalty Promotions Administration screen, then the Promotions view.
2. Select a promotion.
3. Select the Rules tab.
4. Add a new record to the Rules list, and complete the necessary fields described in the following table.

   Field	Description
   Sequence Number (#)	Enter the sequence in which Siebel Loyalty evaluates the rules of the promotion.
   Name	The name given to the rule.
   Apply To	If this rule is used in a loyalty promotion, then select either Transactions or Attributes to specify which of these the rule applies to. If this rule is used in a tier promotion, then this field is read only and displays Tiers.

   NOTE:  The Apply To field must be the same as the Apply To for the actions library set that you want to import.

5. Click on the rule created in Step 4.
6. Select the Actions tab.
7. Click Import Library.

   A list of available libraries appears.

8. Select a library, then click Import Library.

   The actions from the selected library appears in the actions list.