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Enrolling Members in Multi-Level Loyalty Programs

A multi-level loyalty program is a program that rewards a member on the basis of other members' behavior. Examples of multi-level loyalty programs are:

• Insurance companies and agents. An insurance underwriter sets up a loyalty program for insurance agencies and their agents. Both the insurance agency and the agents receive a bonus when an agent sells the underwriter's products. Alternatively, just the insurance agency may receive a bonus when the agent sells the underwriter's products.
• Distributors and sub-distributors. A manufacturing company uses distributors to sell its products, and these distributors use sub-distributors to sell these products. For example, the manufacturer sends goods by the shipping container to the distributors, the distributors ship the goods by the pallet to the sub-distributors, and the sub-distributors ship individual products to retail stores. The manufacturer sets up a loyalty program to reward distributors for sales (to encourage them to sign up more sub-distributors) and also to reward the sub-distributors for their sales.

A multi-level loyalty program has a parent member and children members. In the examples:

• Insurance agencies are parent members and their agents are children members.
• Distributors are parent members and their sub-distributors are children members.

To enroll members in a multi-level loyalty program

1. Enroll parent members and children members separately, as described in Enrolling Members in Loyalty Programs.
2. Associate children members with their parent members.

To associate a child member with a parent member

1. Navigate to the Loyalty Members screen.
2. In the Members list, select the record for the parent member.
3. Click the Child Members view tab.
4. In the Child Members list, add one or more new records.
5. In the Contact field, Account field, or Household field of each new record, select a child member for this parent member.

   The field you use to select the child member depends on the member type of the child member.