Siebel Loyalty Administration Guide > Host Organization's Use of Siebel Loyalty >

Creating a Loyalty Membership Card Manually

Members use their membership cards to show that they are members of a specific loyalty program or of a specific tier in that program.

For example:

  • In the retail industry, members often must swipe their membership card before making purchases in order to receive points.
  • In the airline industry, members usually must show their membership cards to prove their tier status in order to be able to use special lounges.

Membership cards are generated automatically when members join a loyalty program or receive a new tier status.

Member service representatives can also generate membership cards manually. This is useful if members lose their cards.

To create a membership card manually

  1. Navigate to the Loyalty Members screen.
  2. In the Members list, select the member and click its Member # hyperlink.
  3. Click the Membership Cards view tab.
  4. In the Membership Cards list, locate the card that is being replaced and change its status to Lost or Stolen.
  5. Add a new record to the Membership Cards list, and complete the necessary fields. Some fields are described in the following table.


    Select the member's tier, which you can find in the Member form above the Memberships Card list.

    Expiration Date

    Enter the date when the membership card will expire.

    Expiration Date on Card

    Displays the date when the membership card will expire.

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