Creating the Admin - Point Transfer Promotion

Use this procedure to create the promotion.

To create the Admin - Point Transfer 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 - Point Transfer.
   Always Apply	Y.
   Apply To	Point Transfer.
   Admin	Select the Admin check box.
   Program	Enter the name of the program.
   Partner	Enter the partners for the program.
   Product Inclusion	All Products.
   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, entering the values in the following table.

      Field	Value
      Sequence	1
      Name	Points Transfer
      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	Check Points
      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 Points
      Condition	Is Greater Than

   5. Add a new record to the Values list and enter 0 (zero) in the Value field.

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

      Field	Value
      Sequence	2
      Name	Check Type
      Type of Comparison	Compare to Values

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

      Field	Value
      Object	Transaction
      Attribute	Transaction Type
      Condition	Equals

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

   9. Click the Actions view tab.

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

       Field	Value
       Sequence	1
       Name	Redeem Points
       Type	Redeem Points
       Use from Transaction	Y
       Object	Transaction Points
       Attribute	Transaction Points

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

       Field	Value
       Sequence	2
       Name	Create an Accrual Txn
       Type	Invoke Custom Action
       Method	PointTransfer

6. Create the second rule for this promotion:

   1. In the thread bar, click Promotion:Admin - Point Transfer.
   2. Add a new record to the Rules list, entering the values in the following table.

      Field	Value
      Sequence	2
      Name	Assign Points
      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	Check Points
      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 Points
      Condition	Is Greater Than

   6. Add a new record to the Values list and enter 0 (zero) in the Value field.
   7. Add another new record to the Criteria list, entering the values in the following table.

      Field	Value
      Sequence	2
      Name	Check Type
      Type of Comparison	Compare to Values

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

      Field	Value
      Object	Transaction
      Attribute	Transaction Type
      Condition	Equals

   9. Add a new record to the Values list and enter Accrual in the Value field.

   10. Click the Actions view tab.

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

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