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

Creating a Loyalty Promotion Record

The Promotion record includes general information about the promotion, such as its name, when it is in effect, and whether it requires enrollment.

This task is a step in Process of Creating Loyalty Promotions.

To create a loyalty promotion record

1. Navigate to the Loyalty Promotions Administration screen.
2. Add a new record to the Promotions list, and complete the necessary fields in the record and in the More Info form. Some fields are described in the following table. You must expand the More Info form to view some of these fields.

   Field	Description
   Apply To	Select which type of transaction the promotion applies to. The options are: Accrual-Product, Loan, Redemption-Product, Cancellation, Accrual-Gift, Bonus, Voucher, Enrollment, Lounge Purchase, Point Purchase, Points Transfer, Redemption-Availment, Transfer Points, Manual Credit, Manual Debit, Membership Renewal, Voucher Reissue, and Custom. If you leave this field blank, then the promotion can apply to all types of transactions.
   Admin	Select this check box to identify this as an Admin promotion.
   Always Apply	Select this check box to make this promotion always apply, regardless of the choice you made in the Promotion Calculation Rule for the loyalty program that this promotion is part of. For more information, see About Promotion Calculation Rules for Loyalty Programs.
   Base	Select this check box to identify this as a Base promotion.
   Enrollment Required	Select this check box to require members to enroll for the promotion in order to get the reward. If it is not selected, then all members of the program receive the reward for this promotion without enrolling in it.
   Accrual Package Flag	Select this check box if the points for this promotion are shared by multiple partners.
   Order Flag	Select this check box if this promotion is used to reward members who make multiple purchases in a single order.
   Promotion Start and Promotion End	Enter the date when the promotion starts and ends. Products purchased between these dates qualify for the promotion reward.
   Enrollment Start and Enrollment End	If this promotion requires enrollment, then enter the dates when members can enroll. In general, these dates must fall within the promotion's start and end dates.
   Product Inclusion	Select which products the promotion applies to. The options are: All Products. Applies to all products. Include Products. Applies only to products listed in the Products view of the Loyalty Promotion Administration screen. Exclude Products. Applies only to products not listed in the Products view of the Loyalty Promotion Administration screen.
   Point Limit Type	Select Limited if the points awarded are taken from a point block created specifically for this promotion. Select Unlimited if the points are taken directly from the company's or partner's point blocks, without limit. For more information, see Providing Point Blocks for Loyalty Promotions.
   Partner	Select the company that the promotion is hosted by. This company's point block is debited when members earn points as a result of this promotion. It can be a partner company or the host company.
   Partner Action On	Displays the date and time when the partner approved or rejected the promotion. You must expand the Promotion form to see this field.
   Partner Action By	Displays the login name of the partner who approved or rejected the promotion. You must expand the Promotion form to see this field. Active This check box is selected if the promotion is active. You cannot select or clear it manually. It changes when you click the Activate, Deactivate, or Modify button.
   Active	This check box is selected if the promotion is active. You cannot select or clear it manually. It changes when you click the Activate, Deactivate, or Modify button.
   Effective Period, Period Type, and Enrollment Expiry Date	These fields are used in theme-based promotions. For more information, see Theme-Based Promotions.