Defining Point Transfer Setup

When a member wants to transfer points to another member of the same program, the member can call the customer service representative to transfer these points.

In addition to the steps defined here, you must create a product named Point Transfer, set a price for this product, and associate the product with the program. For more information, see Setting Prices for Member Services.

This task is a step in Process of Setting Up Loyalty Programs.

To define point transfer setup

1. Navigate to the Loyalty Program Administration screen.

2. In the Programs list, select the program that uses the point transfer you want to define, and click its Program Id hyperlink.

3. Click the Points Transfer Setup view tab.

4. Add a new record to the Point Transfer Setup list for point transfer type. Complete the necessary fields described in the following table.

   Field	Description
   Limit On	Select the Limit On. Options are: Transferor Transferee
   Point Type	Select the Point Type.
   Membership Type	Select the Membership Type. Options are: Account Household Individual Partner
   Tier	Select the Tier.
   Minimum Transaction Quantity	Enter the Minimum Transaction Quantity.
   Maximum Transaction Quantity	Enter the Maximum Transaction Quantity.
   Transfer Limit	Enter the Transfer Limit.