Siebel Loyalty Administration Guide > Working with Siebel Loyalty Program Members > Bulk Loyalty Membership Administration >

Administering Bulk Promotion Enrollment

Bulk promotion enrollment enables you to enroll a large number of members in a promotion and to reward members for this enrollment.

Bulk promotion enrollment is useful because:

• It enables administrators to enroll large volumes of members in a promotion instead of using the product interface to enroll one member at a time.
• It enables administrators to manage member promotion enrollment if there is a disruption of service, for example because the call center is not operating or the Siebel Loyalty user interface is not available.
• It enables administrators to manage member promotion enrollment for privileged members directly, without going through the member service representative.

NOTE:  The functionality described in this topic requires that you install Siebel CRM Release 8.1.1.10 or later. For information, see the applicable Siebel Maintenance Release Guide on My Oracle Support.

Here is a case where it is useful to enroll new members in promotions using a bulk process rather than enrolling each new member manually. As part of a marketing campaign, an airline has segmented Loyalty members based on demographics, and it wants to enroll all Platinum members with certain demographic characteristics in a month-long reward promotion to introduce a new route that it is flying. It has created the promotion, and it must enroll over 2,000 members in it. To enroll this large number of members in the promotion, the administrator:

• Creates an accrual promotion that requires enrollment.
• Runs a bulk promotion enrollment to enroll all the members in the accrual promotion.

Create the promotion that you want to enroll members in, before you run the bulk enrollment.

To administer a bulk promotion enrollment

1. Navigate to the Loyalty Program Administration screen.
2. In the Programs list, select a program and click its Program Id hyperlink.
3. Click the Bulk Membership Administration view tab.
4. Add a new Bulk Membership Administration record, and complete the necessary fields. Some fields are shown in the following table.

   Field	Value
   Action Type	Promotion Enrollment.
   Reason Code	Select the reason for this bulk enrollment.
   Input Format	Select the format of the file that lists the members to enroll. Options are: CSV. Member numbers of the members being enrolled must be in a file with comma-separated values. XLS. Member numbers of the members being enrolled must be in a Microsoft Excel spreadsheet. Analytics Segment. Members enrolled are specified by an analytics segment defined in Siebel Marketing.
   Promotion	Select the promotion that these members will be enrolled in.
   Incentive Choice	If there are incentives for enrolling in this promotion, then select the incentive that these bulk enrollees receive.

5. To run bulk membership enrollment and enroll the members you specified, click Run.