Bookshelf v7.8: What's New in This Release

What's New in This Release

What's New in Siebel Loyalty Administration Guide, Version 7.8, Rev B

Table 1 lists changes described in this version of the documentation to support release 7.8 of the software.

Table 1. New Features in Siebel Loyalty Administration Guide, Version 7.8, Rev B
Topic	Description
Allowing Additional Fields to Control Loyalty Points Given	Added this section describing configuration to allow fields to control points given.
Allowing Manual Processing of Queued Loyalty Transactions	Added this section describing configuration to allow manual processing of transactions that are automatically processed by default.
Setting Up Points Loan Repayment	Added this section about setting up loan repayment.
Allowing Transactions to Be Processed Both Manually and Automatically	Added this section about setting parameter to allow transactions to be processed manually or by the batch engine.
Allowing Users to Change Values of Loyalty Member Attributes	Added this section describing configuration to allow users to edit attributes.
Setting Parameters for the Loyalty Engine	Added this section with general information about setting parameters.
Specifying Objects Processed by the Loyalty Engine	Added this section about controlling which objects are processed by the Loyalty Engine.
Specifying How Often the Loyalty Tier Engine Runs	Added this section about setting parameters to determine how often the Tier Engine runs.
Specifying How Often the Loyalty Point Expiration Engine Runs	Added this section about setting parameters to determine how often the Points Expiration Engine runs.
Creating a Second Realtime Engine Component for Siebel Loyalty	Added this section about creating a second realtime engine to improve performance.
Optimizing Loyalty Point Block Updates	Added this section about improving performance of point block updates.
Defining Loyalty Airport Codes	Added this section about defining airport codes, which airline customers must do before defining products.
Adding Employees as Loyalty Users	Added this section about adding employees as users, a necessary part of setting up Loyalty.
Creating the Host Company as a Partner	Added this section about entering the host company in the Partner list, a necessary part of setting up Loyalty
Viewing the Processing Status for Loyalty Transactions	Expanded this section to give more reference material about processing statuses.
Expiration of Points	Added this section about when points expire.
Configurations for Loyalty Vouchers	Added this section describing possible configurations for vouchers.
Creating Base Loyalty Promotions	Added information about creating the Admin - Cancellation base promotion.
Example of Creating Tier Promotions	Used a new example that illustrates the best practice for creating tier promotions.
Troubleshooting Disappearing Loyalty Members	Added this troubleshooting section.
Creating Member Attributes	Added this section describing how to create member attributes.
Evaluating and Segmenting Members of Loyalty Programs	Added this section describing how to use Loyalty as a marketing tool.
Associating Loyalty Members with Marketing Campaigns	Added this section describing how to use Loyalty as a marketing tool.
Allowing Existing Fields to Be Used in Loyalty Promotion Criteria	Added this section describing configuration to allow fields to be used in criteria.
Allowing New Fields to Be Used in Loyalty Promotion Criteria	Added this section describing configuration to allow fields to be used in criteria.
Creating a Promotion that Applies During a Specific Day of the Week	Added this section with instructions to create a commonly used type of promotion.
Creating a Promotion that Applies at a Specific Time of Day	Added this section with instructions to create a commonly used type of promotion.
Creating a Promotion that Applies on the Member's Anniversary	Added this section with instructions to create a commonly used type of promotion.
Letting Inactive Members Redeem Current Points But Not Earn New Points	Added this section with instructions to create a commonly used type of promotion.
Creating Reward Promotions that Apply to the First Transaction on Day the Member Enrolls	Added this section with instructions to create a commonly used type of promotion.
Example of Creating a Roundtrip Promotion	Added this section that walks the reader through the steps needed to create a sample roundtrip promotion.
Example of Creating a Partner Promotion	Added this section that walks the reader through the steps needed to create a sample partner promotion.
Example of Creating a Joint Promotion	Added this section that walks the reader through the steps needed to create a sample joint promotion.
Troubleshooting Action-Based Bonuses	Added this section about troubleshooting action-based bonuses.
Managing Loyalty Partners' Rejected Transactions	Added this section describing necessary tasks to identify and manage partners' rejected transactions.
Exposing Additional Views to Loyalty Partners	Added this section on exposing additional views to partners.
Troubleshooting Display of the Catalog and Products to Loyalty Members	Added this section about what to do if the catalog and products are not displayed to members. .
Siebel Loyalty Technical Reference	Added this chapter describing server architecture.

What's New in Siebel Loyalty Administration Guide, Version 7.8, Rev A

Table 2 lists changes described in this version of the documentation to support release 7.8 of the software.

Table 2. New Features in Siebel Loyalty Administration Guide, Version 7.8, Rev A
Topic	Description
Registering New Components as Keyed or Unkeyed	Added information about creating new components.
Assignment of Server Keys to Loyalty Members	Added this section describing how server keys are assigned to members.
Setting Up the Batch Server Component	Added information about parameters of batch server components.
Modifying Loyalty Programs	Added the information that, to modify a Loyalty Program, you must deactivate it.
Merging Loyalty Program Members	Expanded this section to give more information about Member Merge feature.
Generating, Viewing, and Printing Loyalty Members' Statements	Added more specific documentation of fields in Statement views.
Cancelling Loyalty Members' Transactions	Added more information about cancelling a transaction.
Troubleshooting Display of the Catalog and Products to Loyalty Members	Inserted this section about what to do if catalogs and products do not display.

What's New in Siebel Loyalty Administration Guide, Version 7.8

Table 3 lists changes described in this version of the documentation to support release 7.8 of the software.

Table 3. New Product Features in Siebel Loyalty Administration Guide, Version 7.8
Topic	Description
Transferring Points Between Loyalty Members	Ability to transfer points from one member to another.
The Member Transfers Points to Another Member	A member can transfer points to another member in eLoyalty through the Web.
Rolling Up Points from Child Members to a Parent Member	Ability to roll up child member points to a parent member.
Merging Loyalty Program Members	Ability to merge member records.
Setting Up Products for Payment with Loyalty Points Entering Loyalty Members' Orders The Member Redeems Points for Rewards	Support for multiple methods of payment for a single transaction.
Enrolling Members in Loyalty Programs	Ability to automatically populate member record information from a contact record.
Viewing Loyalty Members' Promotion Attributes	Ability to display member status for an enrollment-based promotion.
Creating Promotion Specific Attributes The Member Checks Promotion Attribute Status	A member can display his or her own status for an enrollment-based promotion in eLoyalty through the Web.
Process of Approving Loyalty Promotions	Functionality in support of the approvals process for promotions.
Approving Loyalty Members' Transactions	Functionality in support of the approvals process for transactions.
About Adding Marketing Information to Loyalty Promotions	Integration with Siebel Marketing; ability to attach goals, assumptions, expenses, purchase requests, and MDF requests to promotions.
Setting Up Points Loan Repayment Lending Points to Loyalty Members	A workflow can automatically repay points loaned to members.
Creating Base Loyalty Promotions	You must add another rule to the Admin - Cancellation base promotion. This rule processes a cancellation for child members.
Siebel Loyalty Workflows and Methods Reference	Descriptions of Siebel Loyalty workflows are added to this guide.