Saving Criteria Library Sets

Use the following procedure to save a criteria library set.

To save a criteria library set using existing criteria

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

  2. Select a promotion.

  3. Select the Rules tab.

  4. Click on an existing rule.

  5. Select the Criteria tab.

  6. Control click one or more criteria.

  7. Click Save as Library.

  8. Complete the necessary fields described in the following table.

    Field Description

    Name

    Name the Criteria Library set.

    Note: The name must be unique.

    Library Category

    Select the Library Category type.

    Description

    Describe the Criteria Library set.

  9. Click Create Library.