Importing Loyalty Promotions

You can import one or more loyalty promotions that were previously exported from Siebel Loyalty into your Siebel Loyalty implementation. You can associate the imported promotion with a new program or with an existing program. During the import process, the following data associated with the promotion is imported:

Rules
Products
Promotion-specific attributes
Displayed attributes
Tiers
Incentive choices

Hierarchical rules data defined for the promotion is not imported.

The following procedure describes how to import a loyalty promotion.

Note: If a promotion is exported and then imported into the same Siebel Loyalty instance, then you must delete the tag <PromotionNumber> value </PromotionNumber> in the exported eaipromotions.xml file before importing the promotion. Each promotion must have a unique promotion number value.

To import loyalty promotions

Navigate to the eaipromotions.xml file that contains the promotion data you want to import, and make any changes to the data that are required, for example, you might want to change the product associated with the promotion, or amend the criteria for one of the rules.

Caution:
Do not change the value of the Promotion Id. If you do, then the promotion import process fails.
Navigate to the Loyalty Promotions Administration screen.
Click the Import Promotions button.

Data for all promotions included in the eaipromotions.xml file is imported into Siebel Loyalty.

During the promotion import process, Siebel Loyalty validates the values specified for the promotion. If invalid values are identified, for example, if the promotion uses attribute names that are not defined within the promotion, then the import stops, and an error message is displayed.

Note: Define any program level attributes used by a promotion before importing the promotion.

If multiple promotions are imported in a single eaipromotions.xml file, then each promotion is validated individually. If an error occurs during the import process for any one promotion, then import processing for all promotions stops.
After a promotion is imported, it is in an inactive state and must be activated as follows:
1. Navigate to the Loyalty Promotions Administration screen.
2. Select the promotion you previously imported, then click the Activate button.
Update the following values for the imported promotion:
- Entity row IDs automatically assigned in the original promotion, for example, tier IDs, product IDs, and partner IDs, are retained when a promotion is imported. These row IDs must be replaced with equivalent row IDs for the Siebel Loyalty instance into which you imported the promotion.
  
  To update the row IDs, re-select any program level attributes that are associated with a selection dialog box (pick applet), and that are used in the criteria or actions defined for the promotion. Reselecting these attributes updates the appropriate row IDs in the Expression field.
- The start date and end date defined for a promotion are retained when a promotion is imported. Change these fields if required.

Note: When you import a promotion that updates an existing promotion, any updates to fields that are part of the user key, for example, Promotion Name or Rule Name, will cause the import process to fail.

To import loyalty promotions

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