Creating the Admin - Loan Promotion

Use this procedure to create the promotion.

To create the Admin - Loan promotion

1. Navigate to the Loyalty Promotions Administration screen.

2. Add a new record to the Promotions list, entering the values in the following table.

   Field	Value
   Name	Admin - Loan.
   Always Apply	Y.
   Apply To	Loan.
   Admin	Select the Admin check box.
   Program	Enter the name of the program.
   Partner	Enter the partners for the program.
   Promotion Start	Enter one day before today’s date.
   Promotion End	Leave this field blank, because you do not want the admin promotion to expire.

3. Click the Promotion Number (#) field’s hyperlink.

4. Click the Rules view tab.

5. Create the first rule for this promotion, which assigns points when the loan is made:

   1. Add a new record to the Rules list, entering the values in the following table.

      Field	Value
      Sequence	1
      Name	Loan
      Apply To	Transactions

   2. Click the Name field’s hyperlink.

   3. Add a new record to the Criteria list, entering the values in the following table.

      Field	Value
      Sequence	1
      Name	Loan
      Type of Comparison	Compare to Values

   4. In the Compare to Values Detail form, enter the values in the following table.

      Field	Value
      Object	Transaction
      Attribute	Transaction Sub Type
      Condition	Equals

   5. Add a new record to the Values list and enter Loan in the Value field.

   6. Click the Actions view tab.

   7. Add a new record to the Actions list, entering the values in the following table.

      Field	Value
      Sequence	1
      Name	Loan
      Type	Assign Points
      Use From Transaction	Y
      Object	Transaction
      Attribute	Transaction Points

6. Create the second rule for this promotion, which redeems points when the loan is repaid:

   1. In the thread bar, click Promotion:Admin - Loan.

   2. Add a new record to the Rules list, entering the values in the following table.

      Field	Value
      Sequence	2
      Name	Loan Repayment
      Rule Applies To	Transactions

   3. Click the new rule’s Name hyperlink.

   4. Add a new record to the Criteria list, entering the values in the following table.

      Field	Value
      Sequence	1
      Name	Loan Repayment
      Type of Comparison	Compare to Values

   5. In the Compare to Values Detail form, enter the values in the following table.

      Field	Value
      Object	Transaction
      Attribute	Transaction Sub Type
      Condition	Equals

   6. Add a new record to the Values list and enter Loan Repayment in the Value field.

   7. Click the Actions view tab.

   8. Add a new record to the Actions list, entering the values in the following table.

      Field	Value
      Sequence	1
      Name	Loan Repayment
      Type	Redeem Points
      Use From Transaction	Y
      Object	Transaction
      Attribute	Transaction Points

   9. Add another new record to the Actions list, entering the values in the following table.

      Field	Value
      Sequence	2
      Name	SetLoanBalance
      Type	Invoke Custom Action
      Method	SetLoanBalance