Siebel Loyalty Administration Guide > Setting Up Siebel Loyalty Programs > Process of Setting Up Loyalty Programs >

Setting Prices for Member Services


Siebel Loyalty includes the following member services that you can charge members for:

  • Member Enrollment
  • Redemption Cancellation
  • Membership Renewal
  • Gift Points
  • Lounge Purchase
  • Point Purchase
  • Promotion Enrollment (for opt-in promotions)
  • Transfer Points
  • Voucher Reissue
  • Points Reactivation

In order to charge members for one of these services, you must set up the pricing for the service in the program.

For each member service, you must:

  • Define a product of type Loyalty Service.
  • Set a price for the product. If you want the service to be free, then set a price of zero.
  • Associate the product with the program as a service product in the Service Product Association view for the Program. Service product association is required for the following services:
    • Gift Points
    • Points purchase
    • Lounge purchase
    • Points adjustment
    • Points transfer
    • Promotion Enrollment
    • Voucher Reissue

All promotions associated with member services use this product to determine the base price for the service. The pricing of all member services can be further manipulated by the promotion.

Exceptions to this method of pricing are the Member Enrollment, Membership Renewal, and Points Reactivation service, which use a product of a different type:

  • Member Enrollment and Membership Renewal. The product is defined with the type Individual Membership, Account Membership, or Household Membership, depending on which sort of membership you are pricing. This determines the base prices for these two membership services, which can be further manipulated by the associated promotion.
  • Points Reactivation. The product has to be defined with the type Points Reactivation and does not have to be associated with the program as a Service product. This determines the base price for the Points Reactivation service, which can be further manipulated by the associated promotion.

You might want to charge different prices for the same member service within a program. For example, you could charge platinum members a lower price than other members for the same service. To charge different prices, you modify the price for the service by creating rules in Loyalty Promotions Administration view. These rules would have the member tier or some other attribute as one of their criteria, and the service price is changed accordingly

This task is a step in Process of Setting Up Loyalty Programs.

To set up pricing for member services, perform the following tasks:

Creating the Product for the Member Service

For complete information about creating products, see the chapter on basic product administration in Siebel Product Administration Guide.

To create the product for the member service

  1. Navigate to the Administration - Product screen, Products view.
  2. Create a new product including the following field values:
    Field
    Description

    Name

    Enter a name for the product.

    NOTE:  For the promotion enrollment service, the name must be Promotion Enrollment and the type must be Loyalty Service.

    Type

    For most services, select Loyalty Service.

    For memberships, select Individual Membership, Household Membership, or Account Membership.

    For Points Reactivation, select Points Reactivation.

    For Voucher Reissue or Redemption, select Electronic Voucher.

  3. Click the More Info view tab, and click the Loyalty Product Attributes subtab, and complete the necessary fields.
    1. If the service is Membership Enrollment or Points Reactivation, then complete the following fields in the Loyalty Product Attributes subtab for the product.
      Field
      Description

      Period Type

      Select the period type for the membership or points. Options are months, years, or lifetime.

      Duration

      Enter the number of months or years that the membership or reactivated point remain in effect.

    2. If the service is Voucher Reissue, then complete the following fields in the Loyalty Product Attributes subtab for the product.
      Field
      Description

      Sequence Type

      Options are Custom and Standard.

      A standard sequence is generated automatically.

      For a custom sequence, you must create an eScript to provide the custom voucher number.

      Expiry Basis

      Select one of the two bases for the voucher expiring:

      • Period. The voucher expires after a period of time.
      • Date. The voucher expires on a specific date.

      Period

      If the Expiry Basis is Period, then enter the number of days, months, or years before the period expires.

      Period Type

      If the Expiry Basis is Period, then select Days, Months, or Years to specify what the number in the Period field applies to.

      Expiry Day

      If the Expiry Basis is Date, then enter the day of the month when the voucher expires.

      Expiry Month

      If the Expiry Basis is Date, then enter the month when the voucher expires.

      Years After

      If the Expiry Basis is Date, then enter the number of years after the voucher is issued that the voucher expires.

Creating the Price for the Member Service Product

You can create prices for services using three different payment modes. Members can be charged in points, in money payment, or in a combination of points and money payment. You add pricing records for the payment modes that you want to accept for this member service.

NOTE:  Some services only allow a payment mode of Pay, such as Points Purchase, Points Gift, Points Transfer, Enrollment, and Points Reactivation. For these services, you cannot select the payment mode of Points or Points plus Pay.

To create the price for the member service product

  1. Navigate to the Administration - Product screen.
  2. Drill down on the Name field hyperlink for this price list.
  3. Click the More Info view tab.
  4. Click the Points view tab under the More Info tab.
  5. Add a record for each payment mode you want to accept for this service, and complete the necessary fields. Some fields are described in the following table.
    Field
    Description

    Payment Mode

    Select the payment mode specified by this record. Options are Pay, Points, and Points plus Pay.

    Pay

    Enter the amount of money charged for the service. This applies if the payment mode is Pay or Points plus Pay.

    Points

    Enter the number of points charged for the service. This applies if the payment mode is Points or Points plus Pay.

    Program

    Select the program this pricing applies to.

    Transaction Type

    Select Service.

Associating the Product with the Member Service

After you have defined the product and its price, you associate it in the Loyalty Program Administration screen with the appropriate member service. Then members of the program are charged this price for this member service.

To define a service product association

  1. Navigate to the Loyalty Program Administration screen.
  2. In the Programs list, select the appropriate program, and click its Program Id hyperlink.
  3. Click the Service Product Association tab.
  4. Add a new record, and complete the necessary fields, described in the following table.
    Field
    Description

    Service Product

    Select the product you created.

    Service Type

    Select the member service type that you are using this product to price.

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