Siebel Loyalty Administration Guide > Working with Siebel Loyalty Program Members > About Working with Loyalty Members Using the Siebel Application Interface >

Managing Loyalty Members' Vouchers

A voucher entitles a member to a specific product or service. For example, a voucher might entitle a member to an upgrade on an airline flight or on an automobile rental.

Members are given vouchers in the following ways:

• Vouchers are automatically assigned as tier rewards. For more information, see Defining Vouchers as Tier Rewards.
• Vouchers are automatically assigned by promotions using the Assign Voucher action. For more information, see Creating Actions for Loyalty Promotion Rules.
• Vouchers are manually assigned by a member services representative, as described in this topic.

Member service representatives can give vouchers to members and must record the dates when vouchers are redeemed.

Before the member service representative can give the voucher, a loyalty administrator must create it. For more information, see Creating Vouchers for Loyalty Members.

Giving Vouchers to Members

Member service representatives can give vouchers to members for a number of reasons, depending on your business model. For example, if a flight was delayed, then all members on that flight might get a voucher for an upgrade on a future flight.

To give a voucher to a member

1. Navigate to the Loyalty Members screen.
2. In the Members list, select the member and click its Member Number (#) hyperlink.
3. Click the Vouchers view tab.
4. Add a new record to the Vouchers list, and complete the necessary fields.

   The voucher's expiration date is automatically calculated based upon the expiration rule defined in the voucher product.

Viewing Information About Members' Vouchers

Member service representatives can view information about a member's vouchers, such as information about when vouchers are valid and what discount a voucher gives. This is useful if members call to ask for information about their vouchers.

To view information about a member's vouchers

1. Navigate to the Loyalty Members screen.
2. In the Members list, select the member you want and click its Member Number (#) hyperlink.
3. Click the Vouchers view tab.
4. The view lists the members' vouchers. Some fields are described in the following table.

   Field	Description
   Transaction Id	Displays the transaction id of the transaction that caused this voucher to be assigned to the member.
   Discount Type	Displays either Absolute Value or Percentage.
   Voucher Discount Value	Displays a number specifying the quantity of the discount. For example: If the Discount Type is Percentage and Voucher Discount Value is 10, then the voucher gives a discount of 10%. If the Discount Type is Absolute Value and the Voucher Discount Value is 20, then the voucher gives a discount of $20 (or 20 of whatever currency is used).
   Transaction Item	For a Package Redemption, displays the Transaction Item that caused the voucher to be generated.
   Status	Displays the status of the voucher, for example, whether it is available, already used, or expired.
   Quantity	Displays the quantity of this voucher that the member has.
   Start Date	Displays the date when the voucher can first be used.
   Expiration Date	Displays the date after which the voucher cannot be used.
   Voucher Basis	Displays the reason why the member received the voucher. Options are: Tier Reward. The member received the voucher automatically, as a reward for changing tiers. For more information, see Defining Vouchers as Tier Rewards. Redemption. The member received the voucher as a result of redeeming points or points and pay.
   Amount	Displays the amount of the voucher, as it was defined in the Action view of the promotion used to assign the voucher.
   Used Date	If the voucher has already been used, then this field displays the date when it was used.
   Currency Exchange Date	Displays the currency exchange date of the voucher, as it was defined in the Action view of the promotion used to assign the voucher.

Using Vouchers

Vouchers are used by associating them with a transaction. Members can use two types of vouchers:

• A specific voucher. The member presents a voucher with a unique identifier, the voucher number.
• A generic voucher type. The member does not present a specific voucher number, but instead makes Siebel Loyalty use one or more vouchers of some general voucher type. For example, an airline customer can have Siebel Loyalty use three 500 mile upgrade vouchers. When the member uses a generic voucher type, Siebel Loyalty automatically uses the vouchers that are closest to expiring.

Members can use vouchers with either an accrual transaction (for example, by using upgrade vouchers on airline flight) or a redemption transaction (for example, by using vouchers to get a free hotel stay).

To use a voucher

1. Navigate to the Loyalty Members screen.
2. In the Members list, select the member you want and click its Member Number (#) hyperlink.
3. Click the Transactions view tab.
4. Create an accrual or a redemption transaction, and enter all required fields.
5. Use the voucher in one of these ways:
   • Choose a specific voucher in the Voucher Number (#) field.
   • Specify the generic vouchers used by selecting a type in Voucher Type field and entering a quantity in the Voucher Qty fields.
6. Submit and process the transaction.
7. Click the Vouchers view tab.
8. In the Vouchers list, verify that the chosen voucher (or vouchers) has the field values shown in the following table.

   Field	Value
   Status	Used
   Processed Date	today's date
   Used Date	the transaction's transaction date