Creating the Admin - Promotion Enrollment Promotion

Use this procedure to create the promotion.

To create the Admin - Promotion Enrollment promotion

1. Navigate to the Loyalty Promotions Administration screen.

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

   Field	Value
   Name	Promotion Enrollment.
   Always Apply	N.
   Apply To	Promotion Enrollment.
   Admin	Select this checkbox.
   Program	Enter the name of the program.
   Partner	Enter the name of the partner.
   Product Inclusion	All Products.
   Point Limit Type	Unlimited.
   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:

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

      Field	Value
      Sequence	1
      Name	Override Payment & Payment Mode are Pay for (include Promotion name here)
      Apply To	Transactions

   2. Click the Criteria view tab.

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

      Field	Value
      Sequence	1
      Name	Check Payment Mode
      Type	Compare to Values

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

      Field	Value
      Object	Transaction
      Attribute	Payment Type Code
      Condition	Equals

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

   6. Add another new record to the Criteria list, and enter the values in the following table.

      Field	Value
      Sequence	2
      Name	Check Override Price Flag
      Type	Compare to Values

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

      Field	Value
      Object	Transaction
      Attribute	Override Price Flag
      Condition	Equals

   8. Add a new record to the Values list and enter Y in the Value field.

   9. Add another new record to the Criteria list, and enter the values in the following table.

      Field	Value
      Sequence	3
      Name	Enroll Promotion
      Type	Compare to Values

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

       Field	Value
       Object	Transaction
       Attribute	Enrolled Promotion Id
       Condition	Equals

   11. Add a new record to the Values list and enter the enrolled promotion Id in the Value field.

       Note: You can display the enrolled promotion Id by pressing Ctrl-Alt-K while highlighting the promotion in Promotions view.

   12. Click the Actions view tab.

   13. Add a new record to the Actions list, and enter the values in the following table.

       Field	Value
       Sequence	1
       Name	Update Amount.
       Type	Update Attribute.
       Update this attribute: Object	Transaction.
       Update this attribute: Attribute	Amount.
       Update this attribute: Action	Set.
       With this attribute: Object	Transaction.
       With this attribute: Attribute	Amount.
       And/Or this value	Leave this section blank.

   14. Add another new record to the Actions list, and enter the values in the following table.

       Field	Value
       Sequence	2
       Name	Enroll to Promotion
       Type	Promotion Enrollment

       Note: No additional detail is needed for this action.

   15. Add another new record to the Actions list, and enter the values in the following table.

       Field	Value
       Sequence	3
       Name	Update Incentive choice.
       Type	Update Attribute.
       Update this attribute: Object	Member.
       Update this attribute: Attribute	Select the Member attribute for the incentive choice. There are as many member attributes for incentive choices as the number of promotions that require enrollment. You must select the Member attribute for the incentive choice that contains the promotion number for the current promotion.
       Update this attribute: Action	Set.
       With this attribute: Object	Transaction.
       With this attribute: Attribute	Select the Transaction attribute for the Promotion Incentive Choice.
       And/Or this value	Leave this section blank.

6. Click the Rules view tab.

7. Create the second rule for this promotion:

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

      Field	Value
      Sequence	2
      Name	Override payment & Payment mode are Points
      Apply To	Transactions

   2. Click the Criteria view tab.

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

      Field	Value
      Sequence	1
      Name	Check Payment mode
      Type	Compare to Values

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

      Field	Value
      Object	Transaction
      Attribute	Payment Type Code
      Condition	Equals

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

   6. Add a new record to the Criteria list, and enter the values in the following table.

      Field	Value
      Sequence	2
      Name	Check Override Flag
      Type	Compare to Values

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

      Field	Value
      Object	Transaction
      Attribute	Override Price Flag
      Condition	Equals

   8. Add a new record to the Values list and enter Y in the Value field.

   9. Add a new record to the Criteria list, and enter the values in the following table.

      Field	Value
      Sequence	3
      Name	Enroll Promotion
      Type	Compare to Values

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

       Field	Value
       Object	Transaction
       Attribute	Enrolled Promotion Id
       Condition	Equals

   11. Add a new record to the Values list and enter the enrolled promotion Id in the Value field.

   12. Click the Actions view tab.

   13. Add another new record to the Actions list, and enter the values in the following table.

       Field	Value
       Sequence	1
       Name	Enroll to Promotion
       Type	Promotion Enrollment

       Note: No additional detail is needed for this action.

   14. Add another new record to the Actions list, and enter the values in the following table.

       Field	Value
       Sequence	2
       Name	Redeem Points.
       Type	Redeem Points.
       Point Type: Use From Transaction	Select this checkbox.
       Point Type: Point Type	Leave this field blank.
       From this attribute: Object	Transaction.
       From this attribute: Attribute	Transaction Points.
       And/Or this value	Leave this section blank.

   15. Add another new record to the Actions list, and enter the values in the following table.

       Field	Value
       Sequence	3
       Name	Update Incentive Choice.
       Type	Update Attribute.
       Update this Attribute: Object	Member.
       Update this attribute: Attribute	Select the Member attribute for the incentive choice. There are as many member attributes for incentive choices as the number of promotions that require enrollment. You must select the Member attribute for the incentive choice that contains the promotion number for the current promotion.
       Update this attribute: Action	Set.
       With this attribute: Object	Transaction.
       With this attribute: Attribute	Select the Transaction attribute for the Promotion Incentive Choice.
       And/Or this value	Leave this section blank.

8. Click the Rules view tab.

9. Create the third rule for this promotion:

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

      Field	Value
      Sequence	3
      Name	Override payment & Payment mode are Points plus Pay
      Apply To	Transactions

   2. Click the Criteria view tab.

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

      Field	Value
      Sequence	1
      Name	Check Payment Mode
      Type	Compare to Values

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

      Field	Value
      Object	Transaction
      Attribute	Payment Type Code
      Condition	Equals

   5. Add a new record to the Values list and enter Points plus (+) Pay in the Value field.

   6. Add a new record to the Criteria list, and enter the values in the following table.

      Field	Value
      Sequence	2
      Name	Check Override Flag
      Type	Compare to Values

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

      Field	Value
      Object	Transaction
      Attribute	Override Price Flag
      Condition	Equals

   8. Add a new record to the Values list and enter Y in the Value field.

   9. Add a new record to the Criteria list, and enter the values in the following table.

      Field	Value
      Sequence	3
      Name	Enroll Promotion
      Type	Compare to Values

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

       Field	Value
       Object	Transaction
       Attribute	Enrolled Promotion Id
       Condition	Equals

   11. Add a new record to the Values list and enter the enrolled promotion Id in the Value field.

   12. Click the Actions view tab.

   13. Add a new record to the Actions list, and enter the values in the following table.

       Field	Value
       Sequence	1
       Name	Update Amount.
       Type	Update Attribute.
       Update this attribute: Object	Transaction.
       Update this attribute: Attribute	Amount.
       Update this attribute: Action	Set.
       With this attribute: Object	Transaction.
       With this attribute: Attribute	Amount.
       And/Or this value	Leave this section blank.

   14. Add another new record to the Actions list, and enter the values in the following table.

       Field	Value
       Sequence	2
       Name	Enroll to Promotion
       Type	Promotion Enrollment

       Note: No additional detail is needed for this action.

   15. Add another new record to the Actions list, and enter the values in the following table.

       Field	Value
       Sequence	3
       Name	Redeem Points.
       Type	Redeem Points.
       Point Type: Use From Transaction	Select this checkbox.
       Point Type: Point Type	Leave this field blank.
       From this attribute: Object	Transaction.
       From this attribute: Attribute	Transaction Points.
       And/Or this value	Leave this section blank.

   16. Add another new record to the Actions list, and enter the values in the following table.

       Field	Value
       Sequence	4.
       Name	Update Incentive choice.
       Type	Update Attribute.
       Update this attribute: Object	Member.
       Update this attribute: Attribute	Select the Member attribute for the incentive choice. There are as many member attributes for incentive choices as the number of promotions that require enrollment. You must select the Member attribute for the incentive choice that contains the promotion number for the current promotion.
       Update this attribute: Action	Set.
       With this attribute: Object	Transaction.
       With this attribute: Attribute	Select the Transaction attribute for the Promotion Incentive Choice.
       And/Or this value	Leave this section blank.

10. Click the Rules view tab.

11. Create the fourth rule for this promotion:

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

       Field	Value
       Sequence	4
       Name	Payment Mode is Pay
       Apply To	Transactions

    2. Click the Criteria view tab.

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

       Field	Value
       Sequence	1
       Name	Check Payment Mode
       Type	Compare to Values

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

       Field	Value
       Object	Transaction
       Attribute	Payment Type Code
       Condition	Equals

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

    6. Add a new record to the Criteria list, and enter the values in the following table.

       Field	Value
       Sequence	2
       Name	No override
       Type	Compare to Values

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

       Field	Value
       Object	Transaction
       Attribute	Override Price Flag
       Condition	Equals

    8. Add a new record to the Values list and enter N in the Value field.

    9. Add a new record to the Criteria list, and enter the values in the following table.

       Field	Value
       Sequence	3
       Name	Enroll Promotion
       Type	Compare to Values

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

        Field	Value
        Object	Transaction
        Attribute	Enrolled Promotion Id
        Condition	Equals

    11. Add a new record to the Values list and enter the enrolled promotion Id in the Value field.

    12. Click the Actions view tab.

    13. Add a new record to the Actions list, and enter the values in the following table.

        Field	Value
        Sequence	1.
        Name	Update Amount.
        Type	Update Attribute.
        Update this attribute: Object	Transaction.
        Update this attribute: Attribute	Amount.
        Update this attribute: Action	Set.
        With this attribute: Object	Transaction.
        With this attribute: Attribute	Amount.
        And/Or this value	Leave this section blank.

    14. Add another new record to the Actions list, and enter the values in the following table.

        Field	Value
        Sequence	2
        Name	Enroll to Promotion
        Type	Promotion Enrollment

        Note: No additional detail is needed for this action.

    15. Add another new record to the Actions list, and enter the values in the following table.

        Field	Value
        Sequence	3.
        Name	Update Incentive Choice.
        Type	Update Attribute.
        Update this attribute: Object	Member.
        Update this attribute: Attribute	Select the Member attribute for the incentive choice. There are as many member attributes for incentive choices as the number of promotions that require enrollment. You must select the Member attribute for the incentive choice that contains the promotion number for the current promotion.
        Update this attribute: Action	Set.
        With this attribute: Object	Transaction.
        With this attribute: Attribute	Select the Transaction attribute for the Promotion Incentive Choice.
        And/Or this value	Leave this section blank.

12. Click the Rules view tab.

13. Create the fifth rule for this promotion:

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

       Field	Value
       Sequence	5
       Name	Payment mode is Points
       Apply To	Transactions

    2. Click the Criteria view tab.

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

       Field	Value
       Sequence	1
       Name	Check Payment mode
       Type	Compare to Values

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

       Field	Value
       Object	Transaction
       Attribute	Payment Type Code
       Condition	Equals

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

    6. Add another new record to the Criteria list, and enter the values in the following table.

       Field	Value
       Sequence	2
       Name	No Override
       Type	Compare to Values

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

       Field	Value
       Object	Transaction
       Attribute	Override Price Flag
       Condition	Equals

    8. Add a new record to the Values list and enter N in the Value field.

    9. Add another new record to the Criteria list, and enter the values in the following table.

       Field	Value
       Sequence	3
       Name	Enroll Promotion
       Type	Compare to Values

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

        Field	Value
        Object	Transaction
        Attribute	Enrolled Promotion Id
        Condition	Equals

    11. Add a new record to the Values list and enter the enrolled promotion Id in the Value field.

    12. Click the Actions view tab.

    13. Add a new record to the Actions list, and enter the values in the following table.

        Field	Value
        Sequence	1
        Name	Enroll to Promotion
        Type	Promotion Enrollment

        Note: No additional detail is needed for this action.

    14. Add another new record to the Actions list, and enter the values in the following table.

        Field	Value
        Sequence	2.
        Name	Redeem Points.
        Type	Redeem Points.
        Point Type: Use From Transaction	Select this checkbox.
        Point Type: Point Type	Leave this field blank.
        From this attribute: Object	Transaction.
        From this attribute: Attribute	Transaction Points.
        And/Or this value: Value	Leave this section blank.

    15. Add another new record to the Actions list, and enter the values in the following table.

        Field	Value
        Sequence	3.
        Name	Update Incentive Choice.
        Type	Update Attribute.
        Update this attribute: Object	Member.
        Update this attribute: Attribute	Select the Member attribute for the incentive choice. There are as many member attributes for incentive choices as the number of promotions that require enrollment. You must select the Member attribute for the incentive choice that contains the promotion number for the current promotion.
        Update this attribute: Action	Set.
        With this attribute: Object	Transaction.
        With this attribute: Attribute	Select the Transaction attribute for the Promotion Incentive Choice.
        And/Or this value	Leave this section blank.

14. Click the Rules view tab.

15. Create the sixth rule for this promotion:

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

       Field	Value
       Sequence	6
       Name	Payment mode is Points plus Pay
       Apply To	Transactions

    2. Click the Criteria view tab.

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

       Field	Value
       Sequence	1
       Name	Check Payment Mode
       Type	Compare to Values

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

       Field	Value
       Object	Transaction
       Attribute	Payment Type Code
       Condition	Equals

    5. Add a new record to the Values list and enter Points plus (+) Pay in the Value field.

    6. Add a new record to the Criteria list, and enter the values in the following table.

       Field	Value
       Sequence	2
       Name	No override
       Type	Compare to Values

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

       Field	Value
       Object	Transaction
       Attribute	Override Price Flag
       Condition	Equals

    8. Add a new record to the Values list and enter N in the Value field.

    9. Add another new record to the Criteria list, and enter the values in the following table.

       Field	Value
       Sequence	3
       Name	Enroll Promotion
       Type	Compare to Values

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

        Field	Value
        Object	Transaction
        Attribute	Enrolled Promotion Id
        Condition	Equals

    11. Add a new record to the Values list and enter the enrolled promotion Id in the Value field.

    12. Click the Actions view tab.

    13. Add a new record to the Actions list, and enter the values in the following table.

        Field	Value
        Sequence	1.
        Name	Update Amount.
        Type	Update Attribute.
        Update this attribute: Object	Transaction.
        Update this attribute: Attribute	Amount.
        Update this attribute: Action	Set.
        With this attribute: Object	Transaction.
        With this attribute: Attribute	Amount.
        And/Or this value	Leave this section blank.

    14. Add another new record to the Actions list, and enter the values in the following table.

        Field	Value
        Sequence	2
        Name	Enroll to Promotion
        Type	Promotion Enrollment

        Note: No additional detail is needed for this action.

    15. Add another new record to the Actions list, and enter the values in the following table.

        Field	Value
        Sequence	3.
        Name	Redeem Points.
        Type	Redeem Points.
        Point Type: Use From Transaction	Select this checkbox.
        Point Type: Point Type	Leave this field blank.
        From this attribute: Object	Transaction.
        From this attribute: Attribute	Transaction Points.
        And/Or this value	Leave this section blank.

    16. Add another new record to the Actions list, and enter the values in the following table.

        Field	Value
        Sequence	3.
        Name	Update Incentive Choice.
        Type	Update Attribute.
        Update this attribute: Object	Member.
        Update this attribute: Attribute	Select the Member attribute for the incentive choice. There are as many member attributes for incentive choices as the number of promotions that require enrollment. You must select the Member attribute for the incentive choice that contains the promotion number for the current promotion.
        Update this attribute: Action	Set.
        With this attribute: Object	Transaction.
        With this attribute: Attribute	Select the Transaction attribute for the Promotion Incentive Choice.
        And/Or this value	Leave this section blank.