Defining the Information Section
- Enter the required details for the loyalty program in the fields below:
Field Description Loyalty Name Displays a user-specific name for the loyalty program wherever applicable. Effective Date Defines the start date when the loyalty program becomes active. Expiration Date Specifies the program's end date (optional but must be after the Effective Date). Combine with Other Loyalty? Specifies whether this program can be combined with other loyalty programs. Loyalty Code Identifies the loyalty program and applies it to order or proposal line items. Users can manually enter it if auto-apply is disabled. Upgrade Determines when the loyalty program upgrade occurs (During Program, Next Program, or Never). Downgrade Defines when the loyalty program downgrade happens (During Program, Next Program, or Never). Loyalty Group Categorizes the loyalty program for analysis and tracking. The group must be active and pre-defined. Point Accrual Level Defines the level at which points accrue. Select it from the dropdown list. Priority Assigns a priority level to the loyalty program when multiple promotions apply. Description Provides a user-defined description of the loyalty program. Auto Apply? Applies the loyalty program automatically if criteria are met (Yes/No). Active? Activates the loyalty program when conditions are met, controlled by workflow and approvals.