- Go to the Administration section and select Smart fields. Note: If you do not see this option you will need to be added to the Smart fields system role
- Select Add and choose Constituent Loyalty in the Marketing section
- Provide the Smart field with a Name and select Save
- Highlight the Smart field and select Process smart field
- Optional: Since Smart fields only update when they are processed, you can open the Smart field and create a Job schedule to automatically update on the Job Schedules tab.
Visit our solution (BB719748) for more information on the way the Constituent Loyalty Smart field is calculated.