Clone a Challenge Template¶

Cloning a template provides a quick way to begin a new challenge. Start by selecting a template to clone.

To locate the templates:

1. Select the loyalty program → Rules from the navigation pane.
2. Expand the Templates folder. One or more templates are listed.
3. Click the desired templates folder. The rules for the template are listed in the Rules table on the right.

Next, create a promotion.

1. Click the Save As icon () from the Actions column for the promotion you want to use.

1. In the dialog box, make changes to the following values:

   • Set the Rule Name of the promotion to something other than the template name.

     Tip

     For consistency, specify <Currency> <LOB> and then the name of the promotion. For example, TC GMG <Promotion Name>.

   • Set the promotion folder by clicking it and typing the template name.

   • Set the description for this promotion.
   • Set the bonus value to the multiplier.
   • If this promotion targets specific tiers, select them from the Tier Levels drop-down.
   • If this promotion applies to specific segments, select them from the Segments drop-down.

2. To target a site, click Extended Attributes.

   1. In the Site drop-down, choose the site you want to target with this promotion, or choose None to target all sites.
   2. Click Extended Attributes in the General section.

   3. Click the Availability tab to set the following as needed:

      • Set the Effective From and Effective To dates.

        !!! tip Type the month/day and tab to the next field. The times are “local” times; they're based on where the activity is happening and consider the time zones.

      • Set the availability as needed.

      • Click OK.
      • Click Publish to enable the new promotion.

Next, define the segments.

1. Navigate to Reference Data → Segments.
2. Click +Add Segment in the upper right corner to create a segment.
3. Type a name, description, and type for the segment in the Segment dialog box.
4. Click OK.