Associating a Formula with a Promotion

This topic includes instructions about associating a formula with a promotion.

To associate a formula at the promotion level

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

2. Select a Promotion.

   Note: The Promotion that you select must have the same Program as the formula you intend to use.

3. Click the Rules tab.

4. Click New to create a new record.

5. Complete the necessary fields. Some fields are described in the following table.

   Field	Description
   Sequence	Sequence number of the row
   Name	Name of the rule
   Apply To	Choose to apply to Transactions or Attributes
   Description	Description of the rule

   Note: To use a formula in the rule, you must select Transactions for the Apply To field.

   For detailed instructions about creating rules and criteria, refer to Creating Rules for Loyalty Promotions and Creating Criteria for Loyalty Promotion Rules.

6. Click the name of the rule that you defined in step 5.

7. Select Formula from the Object menu.

8. Specify the name of the formula in the Attribute field.

9. Navigate to the Loyalty Promotions Administration screen, then the Promotions view.

   Notice that the promotion objects have a new Object Type called Formula and that the attributes field displays the formula created. The formulas can now be used in criteria for comparisons and in actions for assuaging values or updating attributes with formula value.