Basic Settings in Loyalty Management

The below configuration settings are required for a loyalty program to work in SAP CRM:

1  Create Loyalty Type

Transaction Path - IMG >> Customer Relationship Management >> Marketing >>
Loyalty Management >> Basic settings >> Define Loyalty Type

2 Assign Number Ranges for Loyalty Objects

Transaction Path – IMG >> Customer Relationship Management >> Marketing >> Loyalty Management
>> Basic Settings >> Assign Number Ranges

3. Loyalty Program Types Profile Definition

Transaction Path – IMG >> Customer Relationship Management >> Marketing >> Loyalty Management
>> Loyalty Programs >> Define Profiles for Loyalty Program Types

4. Partner Determination Procedure

Transaction Path – IMG >> Customer Relationship Management >> Marketing >> Loyalty Management
>> Basic Settings >> Assign Partner Determination Procedures

5. Date Calculation Procedure

Transaction Path – IMG >> Customer Relationship Management >> Marketing >> Loyalty Management
>> Basic Settings >> Define Date Calculation Procedures

6 Status Profile Assignment

Transaction Path – IMG >> Customer Relationship Management >> Marketing >> Loyalty Management
>> Basic Settings >> Define Status Profiles

7 Reward Rule Maintenance Templates

Transaction Path – IMG >> Customer Relationship Management >> Marketing >> Loyalty Management >> Basic Settings >> Define Templates for Reward Rule Maintenance

8 Condition Groups Mapping Definition

Transaction Path – IMG >> Customer Relationship Management >> Marketing >> Loyalty Management
>> Loyalty Programs >> Define Mapping for Condition Groups

9. Membership Settings

Transaction Path – IMG >> Customer Relationship Management >> Marketing >> Loyalty Management
>> Memberships >> Define Membership Settings

10. Definition point Qualification Type

Transaction Path – IMG >> Customer Relationship Management >> Marketing >> Loyalty Management
>> Membership Cards >> Define Point Qualification Types