Exporting Loyalty Programs and Promotions

Perform the steps in the following procedure to export loyalty programs and promotions.

To export loyalty programs or promotions

1. To export a loyalty promotion:

   1. Navigate to the Loyalty Promotions Administration screen.

   2. Select the promotion you want to export from the Promotions list.

      You can select more than one promotion for export.

   3. Click the Export Promotions button.

      The promotion is exported to an .xml file. The value of the File Name process property of the LOY EAI Export Promotions workflow determines the name and location of the exported .xml file. The default directory and file name is D:\eaipromotions.xml.

   4. Move the eaipromotions.xml file to a directory in the Siebel File System to which the Siebel Service owner has read and write permission.

2. To export a loyalty program:

   1. Navigate to the Loyalty Program Administration screen.

   2. Select the program you want to export from the Programs list.

   3. Click the Export Program button.

      The program is exported to an .xml file. The value of the File Name process property of the LOY EAI Export Program workflow determines the name and location of the exported file. The default directory and file name is D:\eaiprogram.xml.

   4. Move the eaiprogram.xml file to a directory in the Siebel File System to which the Siebel Service owner has read and write permission.

The exported program or promotion can now be imported from the relevant .xml file into Siebel Loyalty.