Setting Up Gift and Loyalty for an Organization

1. Log in to Reporting and Analytics using the M organization and system administrator credentials.
2. Click Admin, click System, click Organizations, click Organizations, click your organization, and then click Edit.
3. To enable Gift and Loyalty, select Enable Customer Info.
4. To enable Online Transaction Processing (OLTP), select Enable iCare OLTP.
   1. Select the segmentation generator criteria threshold in Segmentation Generator Criteria Selection.
   2. Select the segmentation generator storage amount in Segmentation Generator Data Storage.
   3. Select Enable Segmentation Portlet to allow users in this organizations to access segmentation configurations.
5. To enable Gift and Loyalty Customer Relationship Management, select Enable CRM Database.
   1. To use SalesForce Marketing Cloud campaigning, select Enable ExactTarget Campaigning.
   2. You can then enter the campaign URL and login credentials for interfacing with SalesForce Marketing Cloud.
6. Click Save, and then log out.
7. Log into Reporting and Analytics using your organization and administrator credentials.
8. Navigate to the iCare GPL portlet, and then click Organization Configuration.
9. To enable ExactTarget campaigning, on the ExactTarget tab:
   1. Select Enable ExactTarget Campaigning.
   2. Enter the ExactTarget WSDL URL and the ExactTarget FTP information.