Creating a Promotion Design

Use the following procedure to create a promotion design.

To create a promotion design

1. Navigate to the Loyalty Promotions Administration screen, then the Promotion Designer view.

2. Add a new record and complete the necessary fields. Some fields are described in the following table.

   Field	Description
   Name	Enter the name of the Promotion Design.
   Program Name	Select the program name with which to associate the promotion design.
   Partner Category	Select the partner category.
   Product Category	Select the product category.
   Apply To	Specify Accrual-Product or Redemptions-Product.

   Note: If the promotion design is to be applied to Accrual-Product promotions, then a promotion design for each partner is required, if the partner category is different.

3. Click on the promotion design created in the preceding step.

4. Select and, without releasing the selection, move objects from the Objects Explorer to the Designer Palette, following the rules defined in The Promotion Designer Screen.

   After inserting a Promotion, Eligibility Promotion, or a Phase, follow the instructions in the following steps.

5. To insert an eligibility promotion step in a promotion design:

   1. Select the Eligibility Promotion object from the Objects Explorer and, without releasing the selection, move it to the Designer Palette.

   2. Select an Eligibility Promotion from the Pick Promotion list.

      Note: Only eligibility promotions are listed.

   3. Click OK.

6. To insert a promotion step in a promotion design:

   1. Select the Promotion object from the Objects Explorer and, without releasing the selection, move it to the Designer Palette.

   2. The Pick Promotion list appears.

      Note: Only promotion types matching the Apply To of the promotion field are listed.

   3. Select a promotion.

   4. Click OK.

7. To insert a phase step in a promotion design:

   1. Select the Phase object from the Objects Explorer and, without releasing the selection, move it to the Designer Palette.

      Note: Adding a phase step to a redemption promotion design is not recommended.

   2. The Phase Details window appears.

   3. Enter a Name and Description for the phase.

   4. To add promotions to the Phase step:

      • Click the MVG button in the Promotions text box.

      • Click the Show Available button to display all promotions that can be selected.

      • Select a promotion, then click the Add button or, to add multiple promotions at once, control-click multiple promotions, then click the Add button.

      The promotions are listed in the Selected window.

   5. Click OK to return to the Phase Details window.

   6. Click OK to close the Phase Details window and save the phase details.

      Note: Adding promotions that update the same attribute within a phase is not recommended. If subsequent promotions require values from previous promotions within a phase, then these need to be updated using separate transient variables which can then be referenced in separate promotions. For more information about transient variables, refer to Transient Variables.