Importing Criteria Library Sets

Use the following procedure to import a criteria library set.

To import a criteria library set into a promotion

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

  2. Select a promotion.

  3. Select the Rules tab.

  4. Add a new record to the Rules list, and complete the necessary fields described in the following table.

    Field Description

    Sequence Number (#)

    Enter the sequence in which Siebel Loyalty evaluates the rules of the promotion.

    Name

    The name given to the rule.

    Apply To

    If this rule is used in a loyalty promotion, then select either Transactions or Attributes to specify which of these the rule applies to.

    If this rule is used in a tier promotion, then this field is read only and displays Tiers.

    Note: The Apply To field must be the same as the Apply To for the criteria library set that you want to import.
  5. Click on the rule created in step 4.

  6. Select the Criteria tab.

  7. Click Import Library.

    A list of available libraries appears, and is filtered based on the Apply To field of the promotion.

  8. Select a library, then click Import Library.

    The criteria from the selected library appear in the criteria list.