Siebel Loyalty Administration Guide > Setting Up Siebel Loyalty Promotions >

Activating, Modifying, and Deactivating Loyalty Promotions

You control whether a promotion applies to transactions by Activating or Deactivating it. A promotion only applies to a transaction if the transaction's transaction Date is with the promotion's start and end date period, and the promotion is active.

NOTE:  Keep a promotion active as long as it applies to a transaction, even if it is past the promotion's end date. For example, if the business rule is that members can submit transactions for up to six months after the transaction's date, then all promotions must remain active for six months after the promotion's end date.

• Activating Loyalty Promotions
• Modifying Loyalty Promotions
• Deactivating Loyalty Promotions

Activating Loyalty Promotions

After you have finished creating a loyalty Promotion, you must click the Activate button to activate it. Clicking Activate:

• Makes all fields on the promotion and all information about the promotion read-only
• Makes the promotion apply to transactions
• Makes the promotion visible to members on the eLoyalty Member Portal

To activate a promotion

1. Navigate to the Loyalty Promotions Administration screen.
2. In the promotions list, select the Promotion you want to activate.
3. Click Activate.

Modifying Loyalty Promotions

If you have already activated a promotion and you want to modify the promotion while keeping it active, then use the Modify button.

After you click Modify, the promotion appears to be inactive and its fields and information become read-write again. The original promotion continues to apply to members' transaction until the promotion is activated again.

The original promotion remains in the cache, but changes you make are not loaded into the cache while you modify the promotion. Changes are loaded in the cache when you click Activate, making these changes apply.

This feature enables you to make changes to a promotion that has already been activated without any down time when the promotion does not apply.

To modify a promotion

1. Navigate to the Loyalty Promotions Administration screen.
2. In the promotions list, select the Promotion to be modified.
3. Click Modify.
4. Enter any data that is necessary to change the promotion, as described in Process of Creating Loyalty Promotions.
5. Click Activate.

Deactivating Loyalty Promotions

You can deactivate a promotion so it is no longer available to users. When you deactivate a promotion, the promotion cannot generate extra rewards for members, and it is not visible to your employees using the Loyalty Promotions screen, to Partners using the Partner Portal, or to members using Siebel eLoyalty.

After deactivating a promotion, you can reactivate it by following the instructions in Activating Loyalty Promotions.

To deactivate a promotion

1. Navigate to the Loyalty Promotions Administration screen.
2. In the promotions list, select the Promotion to be deactivated.
3. Click Deactivate.