Siebel Loyalty Administration Guide
What's New in This Release
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Overview of Siebel Loyalty
About Siebel Loyalty
Siebel Loyalty Life Cycle
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Getting Started with Siebel Loyalty
About Getting Started with Siebel Loyalty
Configuration of Siebel Loyalty
Creating Point Types for Loyalty Programs
Changing the Fields Used in Loyalty Attributes
Creating Apply To Types for Loyalty Promotions
Configuring the Submit Process
Setting Up Server Keys for Siebel Loyalty
Setting Up Server Components for Siebel Loyalty
Activating Workflows for Siebel Loyalty
Process of Setting Up Partner Access to Siebel Loyalty
Setting Up Loyalty Partner Point Conversion
Entering the Loyalty Partner Program Profile
Mapping Loyalty Partner Tiers to Company Tiers
Selling Loyalty Points to New Partners
Setting Up Customer Access to Siebel eLoyalty
Viewing the Processing Status for Loyalty Transactions
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Setting Up Siebel Loyalty Programs
About Siebel Loyalty Programs
About Loyalty Program Points, Tiers, and Rewards
About Promotion Calculation Rules for Loyalty Programs
Process of Setting Up Loyalty Programs
Creating Loyalty Programs
Defining Program Level Attributes for Loyalty Promotions
Defining Point Types for Loyalty Programs
Minting Point Blocks for Loyalty Programs
Defining Membership Card Types
Defining Tier Classes and Tiers
Setting Up Tier Promotions
Creating Vouchers for Loyalty Members
Defining Vouchers as Tier Rewards
Defining Loyalty Features of Products, Price Lists, and Catalogs
Creating Base Loyalty Promotions
Example of Creating Tier Promotions
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Setting Up Siebel Loyalty Promotions
Types of Loyalty Promotions
About Creating Loyalty Reward Promotions
About Creating Loyalty Tier Promotions
Process of Creating Loyalty Promotions
Creating Attributes for Loyalty Promotions
Creating a Loyalty Promotion Record
Specifying Products Included in a Loyalty Promotion
Providing Point Blocks for Loyalty Promotions
Creating Rules for Loyalty Promotions
Creating Criteria for Loyalty Promotion Rules
Creating Actions for Loyalty Promotion Rules
Specifying the Tiers Applicable to Loyalty Promotions
Activating Loyalty Promotions
Deactivating Loyalty Promotions
Modifying Loyalty Promotions
Loyalty Promotion Examples
Example of Creating a Simple Frequency Promotion
Example of Creating a Complex Frequency Promotion
Example of Creating an Action-Based Promotion
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Host Organization's Use of Siebel Loyalty
About the Host Organization's Use of Siebel Loyalty
Enrolling Members in Loyalty Programs
Enrolling Members in Multi-Level Loyalty Programs
Entering Member Referrals
Registering Members for Loyalty Promotions
Entering Loyalty Members' Transactions
Cancelling Loyalty Members' Transactions
Entering and Modifying Loyalty Members' Service Requests
Giving Vouchers to Loyalty Members
Changing Loyalty Members' Tier Status Manually
Entering Loyalty Members' Travel Profiles
Creating a Loyalty Membership Card Manually
Lending Points to Loyalty Members
Viewing Loyalty Members' Point Balances
Viewing Loyalty Members' Point Items
Viewing Loyalty Members' Transaction Histories
Viewing or Printing Loyalty Members' Statements
Viewing Loyalty Members' Activities
Entering and Viewing Loyalty Members' Value Scores
Viewing Loyalty Members' Promotions
Viewing Loyalty Members' Attributes
Viewing Loyalty Members' Promotion Attributes
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Partner Use of Siebel Loyalty
About Partner Use of Siebel Loyalty
Overview of Partner Use of Siebel Loyalty
Scenario for Partner Use of Siebel Loyalty
Creating Joint Loyalty Promotions with Partners
Selling Loyalty Points to Partners
Sending Transactions to Partners for Review
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Member Self-Service with Siebel eLoyalty
About Siebel eLoyalty
Overview of Member Use of Siebel eLoyalty
Scenario for Member Use of Siebel eLoyalty
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