Siebel Loyalty Administration Guide > Using Siebel Loyalty with Partners > Setting Up Loyalty Terms for Precalculated Accruals >

Setting Up Loyalty Partner Product Offerings

You can create time-limited product offerings by associating products to partners for accrual and redemption. Each product offering has an associated accrual template, which ensures that partners send the mandatory information that is required for each transaction, to process accruals and to prevent duplicate transactions.

For example, the template for a flight transaction might require the following data elements:

• Membership name and number
• Date of flight
• Origin and destination of flight
• Flight number

Setting Up Accrual Templates

The following procedure describes how to set up accrual templates.

To set up accrual templates

1. Navigate to the Loyalty Program Administration screen, Programs view, click the Program Id hyperlink for the partner program, then click the Accrual Template tab.
2. To add a template, click New, then enter the name and description.
3. Select attributes for the template.
4. For each attribute, select whether you want a Mandatory Check or a Duplicate Check.

Setting Up a Loyalty Product Offering

The following procedure describes how to set up a loyalty product offering. You can specify the pricing method for each product offering: points, points by zone, or points by distance.

To set up a loyalty product offering

1. Navigate to the Loyalty Program Administration screen, Programs view, click the Program Id hyperlink for the partner program, then click the Partners tab.
2. Click the row for the partner you want to work with, then click the Loyalty Product Offerings tab.
3. For each product you want to add, click New, then complete the necessary fields. Some fields are described in the following table.

   Field	Description
   Product	From the picklist, select the product for accrual, then click OK.
   Start Date	Enter the earliest date for this product.
   End Date	Enter the last date for this product.
   Offer Type	Choose from two options: Accrual or Redemption.
   Accrual Template	Select a template from the picklist.
   Pricing Method	Choose from three options: Points, By Zone, or By Distance.