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Creating Membership Schemes for Siebel Loyalty

To enroll a new member in a loyalty program, the member service representative must select a member type and membership scheme. For more information about member types, see Enrolling Members in Loyalty Programs.

You create membership schemes while setting up Siebel Loyalty.

The membership schemes are modeled as products, with additional fields added to the Product record indicating the following:

• Type of Loyalty membership. In the Product Type field, choose Individual Membership, Account Membership, or Household Membership to specify that this is a Loyalty membership product and to specify the type of membership that it is.
• Duration of membership. Use the Duration and Period Type fields to indicate the duration of the membership. For example, if you enter 2 in the Duration field and select Years in the Period Type field, then the membership lasts for two years. Period Type options are Months, Years, Lifetime, or Corp-aligned:
  • If Lifetime is selected, then the membership does not require renewal, and you do not enter a Duration.
  • The Corp-aligned option is available only for Individual members, to align their individual membership with their corporation's membership.

To create a membership scheme

1. Navigate to the Administration Products screen, then the Products view.
2. Create a new product record, then enter a unique name for the product in the Name field.
3. Save the record.
4. Drill down on the Name field of the new product record.
5. Click More Info, then select the Loyalty Product Attributes view tab and complete the necessary fields. Some fields are described in the following table.

   Field	Description
   Period Type	Choose Months, Years, Lifetime, or, for Individual Memberships only, Corporate-aligned.
   Duration	For a period type of months or years, enter the number of units of the chosen period type.

6. In the Product Type field at the top of the screen, choose Individual Membership, Account Membership, or Household Membership.