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

Enrolling Members in Loyalty Promotions

Some promotions are automatically available to all members. Other promotions are only available to members who enroll. These are called opt-in promotions. When members learn about opt-in promotions, they can enroll themselves on the eLoyalty Web site, or they can have a member service representative enroll them.

Incentives are available to members who enroll if you have set up the incentives, as described in Creating Incentives to Enroll in Promotions.

To enroll a member in a promotion

1. Navigate to the Loyalty Members screen.
2. Click View, Action Pane, Tasks to view the Task user interface.
3. In the Members list, click the Member Number (#) hyperlink.
4. In the Tasks list, click LOY Promotion Enrollment.
5. Select the promotion and incentives:
   1. In the Loyalty Promotions list, select the promotion to enroll this member in.

      This list displays active promotions with enrollment required. If the host attempts to enroll the member in a promotion that the member is already enrolled in, then the application displays an error message.

   2. If there are promotion incentives, then in the Incentive Choices list, select the promotion incentive that the member chooses.

      The member is charged for enrolling into the promotion, as you specified in the Points view of the Promotion Enrollment product that you defined in the Administration - Product screen.

   3. Click Next.
6. Enter the cost of enrolling:
   1. Either select the record for the Payment mode that the member is using in the Price Lists list
   2. Or select the Override Flag checkbox and complete the necessary fields in the Price Override area.
   3. Click Next.
7. If money payment is involved, then enter the payment details. In the Credit Cards list, select the existing credit card used to pay or add a new credit card.
8. Review the order summary, and click Next.
9. Review the transaction details, and click Finish.