Setting Up Auto-Creation of Point Blocks

This topic describes how to set up auto-creation of point blocks for prepaid partners so that you do not have to create new point blocks manually whenever a partner is running out of points in a point block.

This task is a step in Process of Setting Up Loyalty Programs.

You can auto-create a new point block for a partner by clicking the Replenish Point Block button in the Loyalty Terms view. If the number of points remaining in a point block reaches a value you have previously specified in the Reorder Limit field in the Loyalty Terms view, then pressing the Replenish Point Block button creates a new point block.

Note: Auto-creation of point blocks only applies to prepaid partners. For post-paid partners, setup of point blocks is not required.

You must set up several features for point blocks that are auto-created for a partner, including the pricing rule that is used to price the point block and the Reorder Limit, that is, the point at which a new block of points can be auto-created. To define pricing and terms for a partner, perform the following tasks:

• Defining Partner Pricing Rules.

  Define all the pricing rules for a program in the Partner Pricing Rules view for the program.

• Entering Loyalty Terms for Auto-Creation of Point Blocks.

  Associate the appropriate rule with each partner in the Loyalty Terms view for that partner.

• Approving and Billing for Auto-Created Point Blocks.