Siebel Loyalty Administration Guide > Working with Siebel Loyalty Program Members > About Working with Loyalty Members Using the Siebel Application Interface >

Entering Loyalty Member Referrals

When you enroll a new member, you can enter the member who referred the new member, and specify their relationship.

The member referrals list can potentially be used to give out reward points to members who refer many new members. For information about creating a referral bonus, see Example of Creating an Action-Based Bonus.

NOTE:  If members register through the Web and enter the members who refer them, then these referrals are also displayed in the Referrals list.

To enter a member referral

1. Navigate to the Loyalty Members screen.
2. In the Members list, select the member who referred a new member.
3. Click the Member Number (#) hyperlink.
4. Click the Referrals view tab.
5. In the Referrals list, add a record, and complete the necessary fields that describe the new member.

NOTE:  Only individual members can be referred. The relationship is created between the primary contact of the new member and the contact/household/account of the primary member. These relationships can be updated only through the Contact/Account/Household screen.