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
Allowing Additional Fields to Control Loyalty Points Given
Changing the Fields Used in Loyalty Attributes
Allowing Manual Processing of Queued Loyalty Transactions
Allowing Transactions to Be Processed Both Manually and Automatically
Setting Up Points Loan Repayment
Setting Up Loyalty Member Merge
Allowing Users to Change Values of Loyalty Member Attributes
Setting Parameters for the Loyalty Engine
Specifying Objects Processed by the Loyalty Engine
Specifying How Often the Loyalty Tier Engine Runs
Specifying How Often the Loyalty Point Expiration Engine Runs
Setting Up Server Keys for Siebel Loyalty
Assignment of Server Keys to Loyalty Members
Setting Up Server Components for Siebel Loyalty
Creating a Second Realtime Engine Component for Siebel Loyalty
Setting Up Products for Payment with Loyalty Points
Optimizing Loyalty Point Block Updates
Activating Workflows for Siebel Loyalty
Defining Lists of Values for Siebel Loyalty
Defining Loyalty Membership Card Types
Defining Loyalty Member Groups
Defining Loyalty Member Classes
Defining Loyalty Member Phases
Defining Loyalty Lounges
Defining Loyalty Airport Codes
Adding Employees as Loyalty Users
Creating the Host Company as a Partner
Process of Setting Up Partner Access to Siebel Loyalty
Setting Up Loyalty Partner Point Conversion
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 Base Promotions and Tier Promotions
About Promotion Calculation Rules for Loyalty Programs
About Retroactive Tier Changes
Process of Setting Up Loyalty Programs
Creating Loyalty Programs
Defining Program Level Attributes for Loyalty
Defining Point Types for Loyalty Programs
Minting Point Blocks for Loyalty Programs
Defining Tier Classes and Tiers
Creating Tier Promotions
Creating Vouchers for Loyalty Members
Defining Vouchers as Tier Rewards
Configurations for Loyalty Vouchers
Defining Loyalty Features of Products, Price Lists, and Catalogs
Creating Base Loyalty Promotions
Modifying Loyalty Programs
Example of Creating Tier Promotions
Setting Up Retroactive Tier Changes
Troubleshooting Disappearing Loyalty Members
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Setting Up Siebel Loyalty Promotions
Types of Loyalty Promotions
About Creating Loyalty Promotions
Process of Creating Loyalty Promotions
Creating Attributes for Loyalty
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
About Adding Marketing Information to Loyalty Promotions
Evaluating and Segmenting Members of Loyalty Programs
Creating Goals and Assumptions for Loyalty Promotions
Adding Expenses and Line Items to Loyalty Promotions
Adding Purchase Requests to Loyalty Promotions
Adding Market Development Fund (MDF) Requests to Loyalty Promotions
Associating Loyalty Members with Marketing Campaigns
Process of Approving Loyalty Promotions
Displaying Promotions in a Calendar Format
Submitting Promotions for Approval
Approving or Rejecting Promotions
Viewing the Approvals for a Promotion
About Controlling the Availability of Loyalty Promotions
Activating Loyalty Promotions
Modifying Loyalty Promotions
Deactivating Loyalty Promotions
Allowing Existing Fields to Be Used in Loyalty Promotion Criteria
Allowing New Fields to Be Used in Loyalty Promotion Criteria
Configuration Instructions for Common Promotions
Creating a Promotion that Applies During a Specific Day of the Week
Creating a Promotion that Applies at a Specific Time of Day
Creating a Promotion that Applies on the Member's Anniversary
Creating Reward Promotions that Apply to the First Transaction on Day the Member Enrolls
Letting Inactive Members Redeem Current Points But Not Earn New Points
Loyalty Promotion Examples
Example of Creating a Simple Frequency Promotion
Example of Creating a Complex Frequency Promotion
Example of Creating an Action-Based Bonus
Example of Creating a Roundtrip Promotion
Example of Creating a Partner Promotion
Example of Creating a Joint Promotion
Troubleshooting Action-Based Bonuses
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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 Loyalty Member Referrals
Entering Loyalty Members' Travel Profiles
Enrolling Members in Loyalty Promotions
Entering Loyalty Members' Transactions
Entering Loyalty Members' Orders
Seeing If a Loyalty Transaction Has Accrued Multiple Point Types
Approving 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
Creating a Loyalty Membership Card Manually
Lending Points to Loyalty Members
Transferring Points Between Loyalty Members
Merging Loyalty Program Members
Viewing Loyalty Members' Point Balances
Viewing Loyalty Members' Point Items
Viewing Loyalty Members' Transaction Histories
Generating, Viewing, and Printing Loyalty Members' Statements
Viewing Loyalty Members' Activities
Entering and Viewing Loyalty Members' Value Scores
Viewing Loyalty Members' Attributes
Viewing Loyalty Members' Promotion Attributes
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Using Siebel Loyalty with Partners
About Partner Use of Siebel Loyalty
Overview of Partner Use of Siebel Loyalty
Scenario for Partner Use of Siebel Loyalty
Creating Loyalty Promotions with Partners
Entering the Loyalty Partner Program Profile
Selling Loyalty Points to Partners
Sending Transactions to Partners for Review
Managing Loyalty Partners' Rejected Transactions
Exposing Additional Views to Loyalty Partners
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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
Troubleshooting Display of the Catalog and Products to Loyalty Members
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Siebel Loyalty Workflows and Methods Reference
Siebel Loyalty Workflows
LOY Processing Engine Business Service
ProcessBatch Method
ProcessObject Method
SubmitObjectForProcessing Method
UpdateCache Method
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Siebel Loyalty Technical Reference
Loyalty Server High Level Architecture
Use of Server Keys by Siebel Loyalty
Siebel Loyalty Server Components
Siebel Loyalty Object Processing
Siebel Loyalty and Siebel Remote
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German GAAP Statutory Compliance for Siebel Loyalty
Interfacing Siebel Loyalty with a General Ledger
Activating the Audit Trail for the LOY Member Business Components
Prohibiting deletion of members in Siebel Loyalty
Enabling Sequential Numbering of Transactions
Merging Members
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