Siebel Order Management Guide Addendum for Communications > Creating Communications Promotion Groups > Process of Managing Promotion Groups >

Viewing the Details of a Promotion Group

To view the details of a promotion group, follow this procedure.

This task is a step in Process of Managing Promotion Groups.

To view the details of a promotion group

1. Navigate to the Accounts screen, then the Accounts List view.
2. Find the account for the promotion that you want to view, and click the link in the Account Name field.

   The Account Summary view appears.

3. If necessary, update the Customer Dashboard by performing the following steps:
   1. Click the View menu.
   2. Choose the Update Customer Dashboard menu option.
4. In the Installed Assets list, find the promotion group you want to view, and click the link in the Product field.

   The Promotion Groups screen appears.

5. If necessary, click the All Components view tab to see the components of the current promotion group. Note the following points:
   • The All Components list is a read-only display of all the components of the selected promotion group, regardless of any access control rules that might prevent the caller from accessing the promotion group contents.
   • The Promotion Group Definition list contains the read-only definition of the selected promotion group, so that you can see its structure.
6. To display more details of a specific asset, in the All Components list, click the link in an Associated Member Asset # field.

   The Installed Assets view appears for the account that is associated with the asset.

7. To display a view of promotion group components that is tailored to the caller, return to the Promotion Groups screen, and click the Restricted Components view tab. Note the following:
   • The contents of the Components list is partly controlled by the account context as set in the Customer Dashboard, in other words, the person with whom you are currently speaking. This allows you to set the account context, select a promotion group that belongs to another account, but that the caller is a subscriber of or wants to subscribe to.
   • The Components list displays only the memberships and reward products that the account context is entitled to see as defined by the access rules of the selected promotion group.

     If the account context is the promotion group owner or a promotion group subscriber with Manage Members or View Members access rights, then all components of the promotion group are displayed in the list. Otherwise, only those components that belong to the account context are displayed. If the account context is not the owner of or a subscriber to the selected promotion group, then the list is empty.

   • The action controls in the view are disabled or enabled by the access control rules of the promotion group and the account context of the caller. For more information about access control, see Promotion Group Access Control Reference.
8. To display all member assets that are part of open orders, click the Open Orders view tab.

   You can view the order in which a member is included by clicking the link in the Order # field for that member.