Siebel Loyalty Administration Guide > Working with Siebel Loyalty Program Members > About Using Loyalty Member Services >

Enrolling Members in Loyalty Programs

To enroll a new member in a loyalty program, the member service representative must perform the following steps:

• Select a member type and membership scheme. For more information, see Selecting a Member Type and Membership Scheme.
• Enter member information, such as name, address, and communication preferences. Depending on which member type you select, Siebel Loyalty will display the view needed to perform one of the following tasks:
  • Entering Member Information for an Individual Member
  • Entering Member Information for an Account Member
  • Entering Member Information for a Household Member
• For all membership types, you must assign the member a user name and password. For more information, see Assigning a Member a User Name and Password.

For information about creating parent-child memberships, see Working with Parent-Child Member Relationships.

CAUTION:  If you have set up a registration bonus, then it is applied only if the member is enrolled in the Member screen, as described in this topic. If you add new members in some other view, then they do not get registration bonuses. For more information about registration bonuses, see Example of Creating an Action-Based Bonus.

Selecting a Member Type and Membership Scheme

To enroll a member, you begin by selecting the member type and membership scheme. For more information about membership schemes, see Creating Membership Schemes for Siebel Loyalty.

There are four types of members of loyalty programs:

• Individual. This type of member includes people who join programs on their own behalf. They must make purchases themselves to earn points.
• Household. This type of member includes people who join programs to earn points for the household's membership. Any household member can make purchases to earn points. The individuals within the household accrue and/or redeem points through the household membership.
• Account. This type of member includes companies that join programs. The company earns points for its purchases.
• Partner. This type of member includes companies who have partners that join programs. For example, a dealer can be a partner of an automobile manufacturer, because its customers earn the manufacturer's points when they buy cars. The same dealer can join a loyalty program as a member, so the manufacturer can reward the dealer with points for meeting sales goals.

To select a member scheme

1. Navigate to the Loyalty Members screen.
2. Click View, Action Pane, Tasks to view the Task user interface.
3. Click Member Enrollment, and complete the fields described in the following table.

   Field	Description
   Program Name	Choose the program to enroll in.
   Member Type	Choose one of the types of members of loyalty programs: Individual. This type of member includes people who join programs on their own behalf. They must make purchases themselves to earn points. Household. This type of member includes people who join programs to earn points for the household's membership. Any household member can make purchases to earn points. The individuals within the household accrue and/or redeem points through the household membership. Account. This type of member includes companies that join programs. The company earns points for its purchases. Partner. This type of member includes companies who have partners that join programs. For example, a dealer can be a partner of an automobile manufacturer, because its customers earn the manufacturer's points when they buy cars. The same dealer can join a loyalty program as a member, so the manufacturer can reward the dealer with points for meeting sales goals.
   Membership Scheme	Choose the scheme. Schemes indicate the period type and duration of the membership.

4. Click Next.

   The member type you selected determines which fields to display to enter member information.

Entering Member Information for an Individual Member

Use the following procedure to enter membership information for an individual member.

To enroll an individual member

1. In the Individual Member Details - I view, complete the member information fields. Some fields are described in the following table.

   Field	Description
   Member Information section
   Contact First Name and Contact Last Name	Select an existing contact or enter a new one. You can associate one or more contacts with a member. When you select the appropriate contact in either of these fields, the name is entered in both fields.
   Corporate Member	If the member type is individual, then you can select a Corporate Member if applicable.
   Referred By and Relationship	If applicable, then select the name of the member who referred the new member, and then select the relationship between these two members.
   Administration Information section
   Partner Source	(Optional) Choose a channel partner.
   Enrollment Channel	Choose from Web, MSR, External Service Provider, or Partner.
   Receive Partner Promos and Receive Promos	Select this check box to receive partner promotions, and indicate the type to receive.
   Statement Method	Choose the means of receiving statements.
   Number (#) of Children	Specify the number of children.
   Contact Details section
   First Name, Middle Name, Last Name, and so on	Some fields are populated with details from the Member Information section. Enter further personal information about the contact's gender, birthdate, and honorific.
   Referrals section
   Member Number (#), Name, and so on.	If applicable, then enter details about the member who referred the new member.
   Membership Scheme Price List section
   Program	Choose the program to enroll in.
   Payment Mode	Choose a payment mode.
   Pay	Specify the payment amount for new members.

2. Click Next, and provide further details about the member in the Individual Member Details - II view. Some fields are described in the following table.

   Field	Description
   Lounge End Date	If this membership is a lounge purchase membership, then specify the end date.
   Personal Address section
   Primary	Select this check box if this address is the primary address.
   Address Type	Specify if this address is a Home, Business or Alternate address.
   Address Line 1, and so on	Enter the details of street, city, and so on.

3. (Optional) In the Credit Cards section, where any existing information is displayed, you can add a new record to the list, and enter information about the member's credit cards. Two scenarios are possible:
   • Individuals supply their own credit cards.
   • Companies supply a corporate credit card and the name of the employee who has the card.

     This credit information is used as the default payment method for transactions requiring payment. For more information about credit card payments, see Siebel Order Management Guide.

4. (Optional) In the Hobbies section, add one or more new records to the list, and enter information about the member's hobbies.
5. (Optional) Enter information about how to contact the member by phone, email, fax and SMS.
6. Click Next, and provide further details about the member in the Individual Member Details - III view:
   • (Optional) Enter the member's preferences for airline, hotel and rental car.
   • Enter the member's passport details.
   • Enter details of an emergency contact person for the member.
   • (Optional) Enter the member's favorite travel destinations.
   • (Optional) Enter the member's frequently travelled routes.
7. Click Next.

   The Member Details view summarizes information about the member, the transaction, and the payment.

8. Click Finish.

When you select an account membership scheme, you can enroll an account member.

Entering Member Information for an Account Member

Use the following procedure to enter membership information for an account member.

To enroll an account member

1. In the Account Member Details - I view, complete the member information fields. Some fields are described in the following table.

   Field	Description
   Member Information section
   Member Name	Enter the name of the account member.
   Account	Select the company name.
   Contact First Name and Contact Last Name	Select an existing contact or enter a new one. You can associate one or more contacts with a member. When you select the appropriate contact in either of these fields, the name is entered in both fields.
   Accrual Type	Select an accrual type: corporate only, individual only, or both. NOTE:  If you select corporate only, then the individual member is not rewarded. The transaction is processed and if a promotion design is applicable to the transaction, then all the promotions with Admin flags enabled within the promotion design are rewarded to the corporate member.
   Administration Information section
   Statement Method	Choose the means of receiving statements: email or mail.
   Partner Source	(Optional) Choose a channel partner.
   Enrollment Channel	Choose from Web, MSR, External Service Provider, or Partner.
   Receive Partner Promos and Receive Promos	Select these check boxes to receive partner promotions or other promotions.
   Account Information section
   Account Name	Enter the account name.
   Site	If the account has more than one location, then specify the relevant location for this member.
   DUNS	Enter the DUNS number that uniquely identifies the account.
   Industries	Select the industry type.
   Founded	(Optional) Enter information about the type, size and age of the company.
   URL
   Annual Travel Budget
   Annual Revenue
   Revenue Growth Rate
   Total Employees
   Contact Details section
   First Name, Middle Name, Last Name, and so on	Some fields are populated with details from the Member Information section. Enter further personal information about the contact's gender, birthdate, and honorific.
   Referrals section
   Member Number (#), Name, and so on.	If applicable, then enter details about the member who referred the new member.
   Membership Scheme Price List section
   Program	Choose the program to enroll in.
   Payment Mode	Choose a payment mode.
   Pay	Specify the payment amount for new members.

2. Click Next, and provide further details about the member in the Account Member Details - II view. Some fields are described in the following table.

   Field	Description
   Account	Select the company name.
   Accrual Type	Select an accrual type: corporate only, individual only, or both.
   Corporate Member	(Optional) Select the corporate member.
   Personal Address section
   Primary	Select this check box if this address is the primary address.
   Address Type	Specify if this address is a Home, Business or Alternate address.
   Address Line 1, and so on	Enter the details of street, city, and so on.

3. (Optional) In the Credit Cards section, where any existing information is displayed, you can add a new record to the list, and enter information about the member's credit cards. Two scenarios are possible:
   • Individuals supply their own credit cards.
   • Companies supply a corporate credit card and the name of the employee who has the card.

     This credit information is used as the default payment method for transactions requiring payment. For more information about credit card payments, see Siebel Order Management Guide.

4. (Optional) Enter information about how to contact the member by phone, email, fax and SMS.
5. Click Next, and provide further details about the member in the Account Member Details - III view.
   • (Optional) Enter the member's favorite travel destinations.
   • (Optional) Enter the member's frequently travelled routes.
6. Click Next.

   The Member Details view summarizes information about the member, the transaction, and the payment.

7. Click Finish.

When you select a household membership scheme, you can enroll a household member.

Entering Member Information for a Household Member

Use the following procedure to enter membership information for a household member.

To enroll a household member

1. In the Household Member Details - I view, complete the member information fields. Some fields are described in the following table.

   Field	Description
   Member Information section
   Household	If this household is a new household, then enter the name and address details. Otherwise, select from the list of existing households.
   Contact First Name and Contact Last Name	Select an existing contact or enter a new one. You can associate one or more contacts with a member. When you select the appropriate contact in either of these fields, the name is entered in both fields.
   Member Name	Enter the member name.
   Administration Information section
   Statement Method	Choose the means of receiving statements: email or mail.
   Partner Source	(Optional) Choose a channel partner.
   Enrollment Channel	Choose from Web, MSR, External Service Provider, or Partner.
   Receive Partner Promos and Receive Promos	Select these check boxes to receive partner promotions or other promotions.
   Household Information section
   Head of Household	Choose the head of the household from the list.
   Segment	(Optional) Choose the market segment for this household, such as White Collar or Rural.
   Category	(Optional) Choose the category, such as standard, gold or platinum.
   Status	Choose the status, such as active or under review.
   Type	Choose the type of household, such as family with children, or extended family.
   Size, Number (#) of Dependents, Child 0-6, Child 7-12, Child 13-18	(Optional) Enter the number of family members in the household, the number of dependents, and the number of children in the specified age ranges.
   Income	(Optional) Choose the income range for the household.
   Wealth	(Optional) Choose the existing wealth of the household.
   Revenue	(Optional) Choose the revenue of the household.
   Contact Details section
   First Name, Middle Name, Last Name, and so on	Some fields are populated with details from the Member Information section. Enter further personal information about the contact's gender, birthdate, and honorific.
   Referrals section
   Member Number (#), Name, and so on.	If applicable, then enter details about the member who referred the new member.
   Membership Scheme Price List section
   Program	Choose the program to enroll in.
   Payment Mode	Choose a payment mode.
   Pay	Specify the payment amount for new members.

2. Click Next, and provide further details about the member in the Household Member Details - II view. Some fields are described in the following table.

   Field	Description
   Personal Address section
   Primary	Select this check box if this address is the primary address.
   Address Type	Specify if this address is a Home, Business or Alternate address.
   Address Line 1, and so on	Enter the details of street, city, and so on.

3. (Optional) In the Credit Cards section, where existing information is displayed, you can add a new record to the list, and enter information about the member's credit cards. Two scenarios are possible:
   • Individuals supply their own credit cards.
   • Companies supply a corporate credit card and the name of the employee who has the card.

     This credit information is used as the default payment method for transactions requiring payment. For more information about credit card payments, see Siebel Order Management Guide.

4. (Optional) Enter information about how to contact the member by phone, email, fax, and SMS.
5. Click Next, and provide further details about the member in the Household Member Details - III view.
   • (Optional) Enter the member's favorite travel destinations.
   • (Optional) Enter the member's frequently travelled routes.
6. Click Next.

   The Member Details view summarizes information about the member, the transaction, and the payment.

7. Click Finish.

Assigning a Member a User Name and Password

For all membership types, you must assign the member a user name and password.

To assign a member a user name and password

1. Navigate to the Administration - User screen, Users view.
2. Add a new record to the Users list, and complete the necessary fields. Some fields are described in the following table.

   Field	Description
   Last Name and First Name	If the member is an individual, then enter the name of that person. If the member is a household, account, or partner, then enter the name of the primary contact for the member.
   User ID	Enter the login name for the user.
   Challenge Question	Enter a question that users can enter to establish their identity if they forget their login name or password.
   Challenge Answer	Enter an answer to the challenge question.
   Responsibility	Select the appropriate responsibility for the member. The responsibility differs based on implementation, depending on the host company's policies.

   For more information about creating new users, see the chapter on user administration in Siebel Security Guide.