Creating a Relationship Assessment Rule

You can optionally create a relationship assessment rule that allows the relative of a member to automatically receive a new tier whenever the member attains a specific tier.

The relationship between members can exist at the contact level before the referral enrollment or can be created during the referral enrollment.

Note: The member’s relative must be a current member.

To create a relationship assessment rule

1. Navigate to the Loyalty Promotions Administration screen and click the Promotion Number (#) field of the tier promotion.

2. Click the Actions view tab.

3. Add a new record in the Actions list, and complete the necessary fields in the Actions list and form, as shown in the following table. This action is the same action as the previous rule.

   Field	Value
   Sequence	Enter the sequence number.
   Name	Upgrade Relationship Tier
   Type	Upgrade Relationship Tier
   Relationship Type	Select the relationship type.
   New Tier	Select the new Tier.