Administering Bulk Point Updates

Bulk point administration involves manually managing Loyalty members’ points by selecting a certain group of members and either debiting or crediting their point balances.

Before administering bulk point updates, make sure the following requirements are in place:

• The Admin - Manual Credit promotion and the Admin - Manual Debit promotion exist.

• You have created a point adjustment product with a Type of Loyalty Service.

• You have associated the product with the program for which you want to administer bulk point updates as a service product in the Service Product Association view for the program.

The following procedure describes how to administer bulk point updates.

To administer bulk point updates

1. Navigate to Loyalty Program Administration.

2. In the Programs list, select a program and click its Program Id hyperlink.

3. Click the Bulk Membership Administration view tab.

4. Add one or more new records to the Bulk Administration list and complete the necessary fields. Some fields are described in the following table.

   Field	Description
   Action	Select Adjust Point.
   Adjustment Type	Select the adjustment type. Options are: Credit Debit
   Point Type	Select the point type.
   Quantity	Enter the number of points that have to be credited or debited to member’s accounts.
   Input Format	Select the format to input the list of members. Options are: XML, CSV, or Analytics Segment.
   File	If you selected XML or CSV as the input format, then enter the pathfile of the member list. This field is inactive is you selected Analytics Segment as the input format.
   Segment	If you selected Analytics Segment as the input format, then select the segment to be used. This field contains all the segments created in Siebel Marketing. For more information, see Administering Bulk Actions Using Analytics Segments.
   Reason Code	Select a reason for making the adjustment.

5. Click Process.