Create a Constituent Loyalty Smart field by following the steps below:
  1. 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
  2. Select Add and choose Constituent Loyalty in the Marketing section
  3. Provide the Smart field with a Name and select Save
  4. Highlight the Smart field and select Process smart field
  5. 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.
After processing the Smart field, the information can be filtered or added as an output field in a Constituents Query.
Visit our solution (BB719748) for more information on the way the Constituent Loyalty Smart field is calculated.