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Author's profile photo Former Member

Basic Settings in Loyalty Management

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

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 Type
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      4 Comments
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      Author's profile photo Faisal PC
      Faisal PC

      Hi Raj,

      Thanks for the post.

      However I would appreciate elaborating each steps rather than just mentioning the SPRO paths.

      Thanks,

      Faisal

      Author's profile photo Former Member
      Former Member
      Blog Post Author

      Hi Faisal,

      Sure, will definitely update.

      Regards

      Author's profile photo Former Member
      Former Member

      Hi Raj

      There's also some really useful docs on Ramp up Knowledge Transfer which would be worth a mention 😉

      Regards

      Arden

      Author's profile photo Former Member
      Former Member

      Nice document on Loyalty management.