Siebel Loyalty Administration Guide

What's New in This Release

Back to top

Overview of Siebel Loyalty

About Siebel Loyalty

Siebel Loyalty Life Cycle

Back to top

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

Back to top

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

Back to top

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

Back to top

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

Back to top

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

Back to top

Member Self-Service with Siebel eLoyalty

About Siebel eLoyalty

Overview of Member Use of Siebel eLoyalty

Scenario for Member Use of Siebel eLoyalty

Back to top