Process of Setting Up Loyalty Programs

To set up a loyalty program, the loyalty administrator performs the following tasks:

1. Creating Loyalty Programs

2. Defining Program Level Attributes for Loyalty

3. Defining Point Types and Subtypes for Loyalty Programs

4. Creating Point Blocks for Loyalty Programs

5. Setting Up Auto-Creation of Point Blocks

6. Defining Tier Classes and Tiers

7. Creating Tier Promotions

8. Creating Vouchers for Loyalty Members

9. Defining Vouchers as Tier Rewards

10. Configuring Loyalty Vouchers

11. Defining Loyalty Product Offerings

12. Integrating Siebel Loyalty with Business Intelligence Publisher

13. Defining Loan Setup

14. Defining Point Transfer Setup

15. Defining Point Purchase Setup

16. Defining Point Gift Setup

17. Setting Prices for Member Services

18. Restricting the Redemption Period to Prevent Fraud

19. Creating Base Loyalty Promotions

20. Creating Admin Promotions

Note: A new loyalty program can require different lists of values from existing loyalty programs. For example, it can use different membership card types. If this is the case, then before you start this process, create the appropriate lists of values, as described in Defining Lists of Values for Siebel Loyalty.