Procedure for Creating Eligibility Promotions

An eligibility promotion is created like a reward promotion, with the following key differences:

• Eligibility Promotions are accessed in the Eligibility Promotions view of the Loyalty Promotions Administration screen, rather than the Promotions view. The Eligibility Promotions view is similar to the Promotions view. When you create an eligibility promotion in this view, the Type field is automatically set to Eligibility to distinguish it from other promotions.

• Eligibility promotions have rules and criteria but do not have actions.

Note: Siebel Loyalty does not support using eligibility rules based on the values assigned to the Account Address or the Household Address attributes.

To create an Eligibility Promotion

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

2. Perform the tasks outlined in step 1 through step 6 in Process of Creating Loyalty Promotions. Wherever the instructions refer to the Promotions screen, use the Eligibility Promotions screen instead.

   You can define rules and criteria for Eligibility Promotions by selecting the Eligibility Promotion name. You are redirected to a new view where you can define rules and criteria in the same way as for non-eligibility promotions.

   Note:

   Eligibility promotions do not have user defined actions associated with them and therefore do not require defined actions.

3. After creating the eligibility promotion, you must create a promotion design that includes the eligibility promotion and other promotions. Subsequent promotions in the promotion design are executed only for members who meet the criteria of the eligibility promotion.

   For information about creating a promotion design and inserting an eligibility promotion in it, refer to Using Promotion Designer.