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How to configure a member activity

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Hello everybody,

 

This document shows how to setup a simple member activity to be used in a loyalty program.

 

Our next document will show how to setup a simple loyalty program, so stay tuned.

 

Procedure

 

1.     Access IMG

Transaction Code

SPRO

 

 

2.     Access the following path:

Customer Relationship Management->Marketing->Loyalty Management->Member Activities->Define Member Activity Categories and Types

3.     Select Member Activity Types and hit the button “New Entries”

Member_activity_caique_escaler.png

 

4.     Assign the values according to the table below:

 

Member Activity Type

Description

Class

Sub.Class

Status

ZPOS_ORDER

POS Order

 

 

X Active

 

5.     Select member activity type “ZPOS_ORDER” and select Define Specific Attributes according to the table below:

Attribute

Type

Amount

1 Mandatory

Currency

1 Mandatory

Retail Store ID

2 Optional

You can check using the image below:

specific_attributes_caique_escaler.png

6.     Select the option Member Activity Categories

categories_caique_escaler.png

7.     Create member activity category according to the table below:

 

Member Activity Category ID

Description

Status

ZPOS_ACTIVITIES

Point Of Sales (POS)

X Active

 

 

8.     Select the ZPOS_ACTIVITIES member activity category and click Assign Member Activity Types

MA_types_caique_escaler.png

9.     Assign the ZPOS_ORDER member activity type

MA_type_cat_caique_escaler.png

10.     Save

If you have any question regarding the content fell free to post on the comments.

Note that in the next document, I will post how to create a simple loyalty program, so stay tuned!

With my best regards,

Caíque


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