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Generating, Viewing, and Printing Loyalty Members' Statements

Statements are the main method used to communicate with members. They include information about the member's current tier, point balance, recent transactions, and available and used vouchers. Marketing materials also are often sent with statements.

Members may receive statements by mail or by email, depending on their communication preference.

You can generate statements manually, or you can create a workflow that generates them automatically based on the Statement Frequency field of the Tier record, described in Defining Tier Classes and Tiers. You can integrate with a third-party fulfillment service and send the information for statements to the fulfillment house to be printed and mailed to members.

Siebel Loyalty stores a record of all statements that have been sent to members. If a member calls with a question about the statement, the member service representative can look up the information in the statement.

Member service representatives can also view the statement report and can print this statement manually. The statement report takes all the data and totals tracked with a statement and puts it in a format that can be mailed, faxed, or emailed as an attachment to a member. It is the same as the statement that is mailed to the member.

NOTE:  Transactions are included based upon their Processed On Date, not their Transaction Date. For example, if a transaction occurred on Feb. 28 but was not processed until March 2, this transaction would be included in a statement that covered March 1 to March 31, because its Processed On date falls within the statement's Start and End Dates.

To generate a statement

  1. Navigate to the Loyalty Members screen.
  2. In the Members list, select the member and click its Member # hyperlink.
  3. In the Member form, click Generate Statement.
  4. In the dialog box, enter the start date and end date for the statement, and click Submit.

    An electronic record of the statement is created.

To view statement information for a member

  1. Navigate to the Loyalty Members screen.
  2. In the Members list, select the member and click its Member # hyperlink.
  3. Click the Statements view tab.
  4. In the Statements list, click the Statement # hyperlink to view details about that statement:
    • The Statement form and More Info form include general information about the statement. Some fields are described in the following table.
      Field
      Comments

      Start Date

      Displays the start date of the statement.

      End Date

      Displays the end date of the statement.

      Available PT 1

      Displays the balance of point-type-1 points available at the end date of the statement.

      PT 1 Qual This Statement

      Displays the number of point-type-1 qualifying points received during the period of the statement.

      PT 1 Non-Qual This Statement

      Displays the number of point-type-1 nonqualifying points received during the period of the statement.

      PT 1 Qual TC1 This Period

      Displays the balance of point-type-1 points at the end of the period of the statement that are qualifying points for Tier Class 1.

      PT 1 Needed TC1

      Displays the number of point-type-1 points that are needed to reach the next tier in Tier Class 1.

      Next Tier TC1

      Displays the next tier that this member can reach in Tier Class 1.

    • The Memberships Card view lists all the membership cards for this member. For more information about membership cards, see Creating a Loyalty Membership Card Manually.
    • The Transactions view lists all the member's transactions for the period of the statement. For information about transaction fields, see Entering Loyalty Members' Transactions.
    • The Vouchers Outstanding view lists any vouchers that are available to the member. For more information, see Giving Vouchers to Loyalty Members.
    • The Vouchers Used view lists any vouchers that the member used during the statement period. For more information, see Giving Vouchers to Loyalty Members.
    • The Frequency Bonuses view lists the points that a member received as the result of a frequency promotion. These point accruals do appear in the Transactions view because they are not associated with one individual transaction, they are the result of several related transactions. For example, if a promotion gave a member a 1,000 point bonus after completing three SFO - BOS flights, each flight would be listed as a transaction in the Statement > Transactions view, and the 1,000 points would be listed in the Statement > Frequency Bonuses view. For more information about frequency bonuses, see Types of Loyalty Promotions.
      Field
      Comments

      Point Type

      Displays the point type needed to qualify for this bonus.

      Qual

      If this checkbox is checked, only qualifying points count toward the bonus. If it is not checked, only nonqualifying points count toward the bonus.

      # of Points

      Displays the number of points needed to qualify for this bonus.

      Expiration Date

      Displays the date when the bonus offer expires

      Process Date

      If the member has qualified for the bonus, displays the date when the system gave the member the bonus.

To print a statement

  1. Navigate to the Loyalty Statements screen.
  2. In the Statements list, query for the desired member.
  3. Click the Statement # of the statement you want to print.
  4. Click the Reports button and select Statement.
  5. Use the Reports window to print the statement.
    
Siebel Loyalty Administration Guide