Siebel Loyalty Administration Guide > Host Organization's Use of Siebel Loyalty >
Enrolling Members in Loyalty Programs
There are four types of members of loyalty programs:
- Individual. This type of member includes people who join programs on their own behalf. They must make purchases themselves to earn points.
- Household. This type of member includes people who join programs on behalf of their household. Any household member can make purchases to earn points.
- Account. This type of member includes companies that join programs. The company earns points for its purchases.
- Partner. This type of member includes companies that are partners that join programs. For example, a dealer may be a partner of an automobile manufacturer, because its customers earn the manufacturer's points when they buy cars. The same dealer may join a loyalty program as a member, so the manufacturer will reward it with points for meeting sales goals.
To enroll a new member in a loyalty program, the member service representative must perform two steps:
- Enter member information, such as name, address, and communication preferences.
- Assign the member a user name and password. The user name and password are always assigned to a person, not to a company. If the member is an account, partner, or household, the password is assigned to the person who is the primary contact.
NOTE: You must enter additional information if this is a multi-level loyalty program, see Enrolling Members in Multi-Level Loyalty Programs.
To enter member information
- Navigate to the Loyalty Members screen.
- Add a new record to the Members list, list and complete the necessary fields. Some fields are described in the following table.
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Name |
Enter the name of the member. This could be the name of an individual, an account, a household, or a partner. |
Member Type |
Choose one of the four types of members of loyalty programs: individual, household, account, or partner. |
Contact |
Enter one or many contacts associated with this membership. |
Account |
If the member type is account or partner, select the company name. |
Household |
If the member type is household, enter the household name. |
Referred By |
Select the name of the member who referred the new member, if applicable. |
- Enter address information for the new member:
- If the member type is Account or Partner, click the Account Addresses view tab and complete the necessary fields.
- If the member type is Individual, click the Contact Addresses view tab and complete the necessary fields.
- If the member type is Household, click the Household Addresses view tab and complete the necessary fields.
- Click the Communications Preferences view tab and enter information about how to contact the member.
- Click the Credit Cards view tab and enter information about the member's credit cards. Two scenarios are possible:
- Optionally, click the Hobbies view tab and enter information about the member's hobbies.
- Optionally, you can also enroll the new member in your partner's loyalty programs:
- Click the Partner Membership view tab.
- Add a new record to the Partner Membership list, and complete the necessary fields.
To assign a member a user name and password
- Navigate to the User Administration screen.
- From the Show drop-down list, choose Users.
- Add a new record to the All Users list, and complete the necessary fields. Some fields are described in the following table.
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Last Name and First Name |
If the member is an individual, enter the name of that person. If the member is a household, account, or partner, enter the name of the primary contact for the member. |
User ID |
Enter the log-in name for the user. |
Password |
Enter the password for the user. |
Challenge Question |
Enter a question that users can enter to establish their identity if they forget their log-in name or password. |
Challenge Answer |
Enter an answer to the challenge question. |
Responsibility |
Select the appropriate responsibility for members. The responsibility differs based on implementation, depending on the host company's policies. |
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