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Administering Bulk Status of Membership Changes

Bulk status of membership administration involves changing the status of membership for a group of members who are selected based on given criteria. For example, a loyalty manager could select a group of members who have not had any accrual activity in the last year and can set their status to Dormant.

To administer bulk status of membership changes

1. Navigate to Loyalty Program Administration.
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 one or more new records to Bulk Administration list and complete the necessary fields. Some fields are described in the following table.

   Field	Description
   Action	Select Change Status of Membership.
   New Status	Select the new status.
   Input Format	Select the format to input the list of members. Options are: XML, CSV, or Analytics Segment.
   File	If you selected XML or CSV as the input format, then enter the pathfile of the member list. This field is inactive is you selected Analytics Segment as the input format.
   Segment	If you selected Analytics Segment as the input format, then select the segment to be used. This field contains all the segments created in Siebel Marketing. For more information, see Administering Bulk Actions Using Analytics Segments.
   Reason Code	Select a reason for the adjustment.
   Status	Select New.

5. Click Process.