Set Up Group Points

Before you start doing group updates for your members, first you have to configure your loyalty program. Each of your loyalty programs needs two configured promotions: one promotion to do group point assignments (credit), and a second promotion to do group point redemptions (debit).

Let's see how to set up promotions for processing group member point updates.

1. First of all, let's create the required program-level attribute.

   1. On the Programs page, open the program you want.

   2. In the program summary page, click Program Level Attributed and expand the Transaction Attributes section.

   3. Click Add next to the transaction attributes.

   4. Enter a name, such as Transaction Points, and from the Field list, select Points.

      The data type Number is specified automatically.

   5. Click the Active check box.

   6. Click Save and Close.

      When you create the promotion rules for the program, this attribute is now available.

2. Next, let's create the promotion for administering a group point credit.

   1. On the Promotions page, click Create Promotion.

   2. Complete the necessary fields.

      For example, in the Name field, enter Supremo Group Point Credit. Select the program name. For promotion type, select Accrual. For subtype, select Bulk Credit.

   3. Click Save and Continue.

   4. Click Manage Rules, then click Create New Rule, and enter a rule name, such as Administration Group Point Credit.

   5. Click New Condition.

   6. Create an IF condition where the attribute you just created is greater than zero.

   7. In the DO section of the rule, select Perform an Action, and select Assign Points. Ensure that the Point Type, Sub Point Type, and Points are equal to the attribute Transaction Points.

   8. Click Save and Close, and then click Close.

   9. Select the Active check box for the promotion, and click Save and Close.

3. You're nearly done. Next, create the promotion for administering a group point debit.

   1. On the Loyalty Promotions page, click Create Promotion.

   2. Complete the necessary fields.

      For example, in the Name field enter Supremo Group Point Debit. Choose the program name. For the promotion type, choose Redemption. For the subtype, choose Bulk Debit.

   3. Click Save and Continue.

   4. Click Manage Rules, click Create New Rule, and enter a name for your new rule such as Administration Group Point Debit.

   5. Click New Condition.

   6. Create an IF condition where the attribute you just created is greater than zero.

   7. In the DO section of the rule, select Perform an Action, and select the Redeem Points action.

   8. Specify the Point Type and Sub Point Type. Click OK.

   9. Click Save and Close, and then click Close.

   10. Select the Active check box for the promotion, and click Save and Close.