Siebel Marketing User Guide > Planning and Budgeting for Marketing >

Using Loyalty Programs

Loyalty programs are available in Siebel Loyalty Management only.

You can associate a campaign with your loyalty promotions by first associating the loyalty program with a marketing plan. Any expenses for the loyalty promotion are then rolled up to the marketing plan and appear in the audit trail.

Associating a Loyalty Program with a Marketing Plan

The following procedure shows how to associate a loyalty program with a marketing plan.

To associate a loyalty program with a marketing plan

1. Navigate to the Marketing Plans screen.
2. Click a marketing plan.

   The Plan Tactics view tab appears.

3. Click the Plan Details tab.
4. In the Marketing Plan Details form, select a Loyalty program in the Loyalty program field.

Associating a Loyalty Promotion with a Campaign

The following procedure shows how to associate a loyalty promotion with a campaign.

To associate a loyalty promotion with a campaign

1. Navigate to the Marketing Plans screen.
2. Click a marketing plan.

   The Plan Tactics view tab appears.

3. Add a new plan tactic, selecting Standalone Campaign in the Type field.
4. Click the plan tactic.
5. Click the Design view tab.
6. Click the Related Loyalty Promotions link.

   A list of Loyalty promotions that are associated with the selected Marketing plan appears.

7. To associate a new promotion with the campaign, click the New button, then select the promotion you want to associate in the Promotion field.

   After you have added a promotion, the Create Enrollment and Create Eligibility buttons become active and can be selected. These buttons can be used as follows:

   • Create Enrollment. Enrolls all contacts you have associated with the campaign who are Loyalty program members to the selected promotion.

     For information on associating a contact with a campaign, see Associating Lists of Prospects or Contacts with Campaigns and Adding Contacts and Prospects to Campaigns Individually.

   • Create Eligibility. Makes all contacts you have associated with the campaign who are Loyalty program members eligible to enroll in the promotion.

     Eligible members can then be enrolled into the promotion manually, either by using Siebel eLoyalty self-service options, or by being enrolled by a member service representative (MSR).

     After selecting either the Create Enrollment or Create Eligibility buttons, you can verify a member's status in relation to the selected promotion by navigating to the Loyalty Members screen, selecting the relevant member, then selecting the Promotions link bar. Select the Enrolled Promotions tab to view all promotions the member is enrolled in, or select the Applicable Promotions tab to view promotions the member is eligible to enroll in if he or she chooses.

     NOTE:  Before selecting either the Create Enrollment or the Create Eligibility buttons, make sure that you have associated contacts with the campaign, and that the promotion you have associated with the campaign is valid. If you do not, an error message is displayed when you select either button.