Partner Offers: Step 2 - Creating Partner

Procedure

  1. Select Admin > Partners > Add New Partner.
    The Edit Partner screen is displayed.
  2. Enter partner name.
  3. Click Next Step.
  4. Click Add Event.
    The Edit Award Event screen is displayed.
  5. Enter the award event name.
  6. Enter the description of the event. (The description is not visible to the end user.)
  7. Select the Use Event Value check box.
    Note: Use Event Value must be selected if you want the partner to dictate how many points to award.
  8. Click Update.
    The Reference Tag for the partner is automatically populated.
  9. Continue to add events that are applicable to the partner’s needs.
  10. Click Next Step after you have added events for the partner.
    The Billing Rules screen is displayed.

    In the Billing Rules screen, associate a billing rate to each point type (for example, base points = 0.03 monetary spend per point, bonus points = 0.02 monetary units per point) that the partner issues.

  11. From the Define billing rules for this point type pulldown menu, select the Point Type you created in Partner Offers: Step 1 - Creating Point Type.
  12. Click Add.
    This opens point range window.
  13. Set the point cost.
  14. Click Add Range.
  15. Click Update.