How You Set Up Programs

Let's look at the general steps involved in setting up loyalty programs.

Step	Description	Topic Where You Can Find More Information
1	Create a new loyalty program and enter general information about it.	Create a Program
2	Add any participating partners. Later, when transactions are created that use the program, you can choose the business for the transaction from partners you added here.	Add Partners to Programs
3	Define one or more point types available for the program. You can also define point subtypes.	Define Point Types and Subtypes for Programs
4	Define tier classes and tiers for the program.	Define a Tier Class and Tiers for Programs
5	Define program-level attributes to use for creating promotion rules. Attributes you create at the program level are available for all promotions in the program. Note: You can also create attributes for use in individual promotions.	Create Program-Level Attributes
6	Define promotions to reward customers for purchases.	How You Create a Promotion
7	Set up the redemption products that customers can buy with points.	Set Up Redemption Products
8	(Optional) Set up event-driven rewards to give customers points on special dates, such as their birthday.	How You Set Up Event-Driven Rewards