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Siebel Loyalty Administration Guide
What's New in This Release
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Overview of Siebel Loyalty
About Siebel Loyalty
Roadmap to Working with Siebel Loyalty
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Getting Started with Siebel Loyalty
About Getting Started with Siebel Loyalty
About Implementing Siebel Open UI
Configuring Siebel Loyalty
Creating Point Types for Loyalty Programs
Allowing Additional Fields to Control Loyalty Points Given
About Changing the Fields Used in Loyalty Attributes
Allowing Manual Processing of Queued Transactions
Allowing Transactions to Be Processed Both Manually and Automatically
Setting Up Points Loan Repayment Workflow
Setting Up Member Merge
Allowing Users to Change Values of Member Attributes
Requiring Approval for Status Changes of Loyalty Transactions
Setting Up Custom Transaction Types for Siebel Loyalty
Rounding the Decimal Values of Points
Setting Parameters for the Siebel Loyalty Engine
Setting Up Server Components for Siebel Loyalty
Setting Up the Real-Time Server Component
Setting Up the Batch Server Component
Setting Up the Interactive Server Component
Performance Optimization for Siebel Loyalty
Setting Up Server Keys for Siebel Loyalty
About Assigning Server Keys to Members
Optimizing Point Block Updates
Defining Loyalty Products, Price Lists, and Catalogs
Defining Loyalty Points Earned for Purchasing Products
Setting Up Products for Redemption by Siebel Loyalty
Activating Workflows for Siebel Loyalty
Activating Task Flows for Siebel Loyalty
Creating Membership Schemes for Siebel Loyalty
Defining Lists of Values for Siebel Loyalty
Defining Loyalty Membership Card Types
Defining Loyalty Member Groups
Defining Loyalty Member Classes
Defining Loyalty Member Phases
Defining Loyalty Member Statuses
Defining Loyalty Member Hobbies and Preferences
Defining Loyalty Lounges
Defining Loyalty Airport and City Codes
Defining the Distance Between Two Airports
Defining Loyalty Reason Codes
Defining Loyalty Social Media Channels
Adding Employees as Loyalty Users
Creating the Loyalty Host Company as a Partner
Process of Setting Up Partner Access to Siebel Loyalty
Setting Up Loyalty Partner Point Conversion
Mapping Loyalty External Partner Tiers to Loyalty Program Tiers
Selling Loyalty Points to New Partners
Setting Up Customer Access to Siebel eLoyalty
Viewing Processing Information for Siebel Loyalty Transactions
About Siebel Loyalty and Social Media
About Social Rewards Promotions
Configuring Membership Schemes for Social Media Members
"About Social Rewards Promotions" on page 63
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Setting Up Siebel Loyalty Programs
About Siebel Loyalty Programs
About Loyalty Program Points, Tiers, and Rewards
About Admin Promotions and Tier Promotions
About Promotion Calculation Rules for Loyalty Programs
Process of Setting Up Loyalty Programs
Creating Loyalty Programs
Defining Program Level Attributes for Loyalty
Defining Point Types and Subtypes for Loyalty Programs
Creating Point Blocks for Loyalty Programs
Setting Up Auto-Creation of Point Blocks
Defining Tier Classes and Tiers
Creating Tier Promotions
Creating Vouchers for Loyalty Members
Defining Vouchers as Tier Rewards
Configuring Loyalty Vouchers
Defining Loyalty Product Offerings
Integrating Siebel Loyalty with Business Intelligence Publisher
Defining Loan Setup
Defining Point Transfer Setup
Defining Point Purchase Setup
Defining Point Gift Setup
Setting Prices for Member Services
Restricting the Redemption Period to Prevent Fraud
Creating Base Loyalty Promotions
Creating Admin Promotions
Modifying Loyalty Programs
About Tier Promotions
About Tier Assessment Processes and Models
Example of Creating an Anniversary Based Tier Assessment Model
Example of Creating a Fixed Date Based Tier Assessment Model
Example of Creating a Rolling Period Based Tier Assessment Model
Example of Creating Tier Promotions without Tier Assessment Models
About Retroactive Tier Changes
Example of Setting Up Retroactive Tier Changes
Siebel Loyalty Batch Engine Parameters
Configuring Batch Engine Parameters for Statements for Use with LDAP Authentication
Setting Batch Engine Parameters
Deleting Batch Engine Parameters
Example of Setting a Batch Engine Parameter
Troubleshooting Disappearing Loyalty Members
Importing and Exporting Loyalty Programs and Promotions
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Setting Up Siebel Loyalty Promotions
Types of Loyalty Promotions
Common Types of Reward Promotions
About Base Promotions
About Creating Loyalty Promotions
Process of Creating Loyalty Promotions
Creating Attributes for Loyalty Programs
Creating a Loyalty Promotion Record
Specifying Products Included in a Loyalty Promotion
Providing Point Blocks for Loyalty Promotions
Creating Rules for Loyalty Promotions
Creating Criteria for Loyalty Promotion Rules
Creating Actions for Loyalty Promotion Rules
Using Promotion Designer
Transient Variables
Overview of Transient Variables
Viewing Transient Variables
Defining Transient Variables for Existing Point Types
Defining Transient Variables for User-Defined Attributes
Examples of Using Transient Variables
About Hierarchical Rules for Loyalty Promotions
Creating Eligibility Promotions
Specifying the Tiers Applicable to Loyalty Promotions
Creating Incentives to Enroll in Promotions
About Rules Libraries for Loyalty Promotions
Managing Criteria Library Sets
Managing Action Library Sets
Advanced Options for Library Sets
Formulas in Siebel Loyalty
Overview of Formulas
About the Formula Builder
About Formula Validation
Building Formulas
Associating a Formula with a Promotion
About Simulating Loyalty Transactions
Overview of Transaction Simulation
Simulating a Single New Transaction
Simulating a Set of Transactions Imported from an External Source
Viewing Bulk Transaction Simulation History
Simulating Existing Processed Transactions
Configuring Summary XML File Destinations for Simulations
About Adding Marketing Information to Loyalty Promotions
Evaluating and Segmenting Members of Loyalty Programs
Creating Goals and Assumptions for Loyalty Promotions
Adding Expenses and Line Items to Loyalty Promotions
Adding Purchase Requests to Loyalty Promotions
Adding Market Development Fund Requests to Loyalty Promotions
Associating Loyalty Members with Marketing Campaigns
Integrating Promotions with External Target Lists
Process of Approving Loyalty Promotions
Displaying Promotions in a Calendar Format
Submitting Promotions for Approval
Approving or Rejecting Promotions
Viewing the Approvals for a Promotion
Activating, Modifying, and Deactivating Loyalty Promotions
Allowing Existing Member Fields to Be Used in Loyalty Promotion Criteria
Allowing Added Member Fields to Be Used in Loyalty Promotion Criteria
Configuring Common Promotions
Creating a Promotion That Applies on the Member's Anniversary
Creating Reward Promotions That Apply to the First Transaction on the Day the Member Enrolls
Loyalty Promotion Examples
Example of Creating a Simple Frequency Promotion
Example of Creating a Complex Frequency Promotion
Example of Creating an Action-Based Bonus
Example of Creating a Roundtrip Promotion
Example of Creating a Partner Promotion
Example of Creating a Joint Promotion
Example of Creating a Joint Accrual Promotion
Example of Creating an Order-Level Accrual Promotion
Example of Creating an Accrual Package Promotion
Example of Creating a Reward-Referrals Promotion
Example of Creating a Social Rewards Promotion
Troubleshooting Action-Based Bonuses
Promotions Based on Day or Time of Purchase
About Calendar Attributes
Creating Calendar Attributes
Creating Promotions Based on Day or Time of Purchase
Theme-Based Promotions
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Working with Siebel Loyalty Program Members
About Working with Siebel Loyalty Program Members
Integrating Loyalty with Cybersource and Taxware
About Using Loyalty Member Services
Enrolling Members in Loyalty Programs
Enrolling Members in Loyalty Promotions
Reissuing Redemption Vouchers
Cancelling Redemption Vouchers
Renewing Loyalty Memberships
Cancelling Loyalty Memberships
Purchasing Lounge Services
Purchasing Loyalty Points
Transferring Points Between Loyalty Members
Giving Gift Points from One Loyalty Member to Another Member of the Same Program
Entering Accrual Disputes
Reactivating Loyalty Points
About Working with Loyalty Members Using the Siebel Application Interface
Entering Loyalty Members' Transactions
Viewing Transaction Details
Using Transactions with Consolidated Accrual Items
Viewing Loyalty Member Details
Working with Parent-Child Member Relationships
Entering Loyalty Member Referrals
Entering Loyalty Members' Profiles and Preferences
Viewing Loyalty Members' Promotions
Entering Loyalty Members' Orders
Approving Loyalty Members' Transactions
Cancelling Loyalty Members' Transactions
Restricting Transactions Based on Membership Status
Entering and Modifying Loyalty Members' Service Requests
Managing Loyalty Members' Vouchers
Changing Loyalty Members' Tier Status Manually
Creating a Loyalty Membership Card Manually
Lending Points to Loyalty Members
Restricting Loyalty Point Transfers
Restricting Loyalty Point Purchases
Merging Loyalty Program Members
Generating, Viewing, and Printing Loyalty Members' Statements
Bulk Loyalty Membership Administration
About Bulk Loyalty Membership Administration
Administering Bulk Promotion Enrollment
Administering Bulk Tier Changes
Administering Bulk Point Updates
Administering Bulk Status of Membership Changes
Administering Bulk Actions Using Analytics Segments
Viewing Bulk Action History
Administering Bulk Accruals
About Importing Loyalty Members and Transactions Using Siebel EIM
Administering Batch Enrollment
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Setting Up Siebel Loyalty Redemptions
About Siebel Loyalty Redemptions
About Redemption Pricing
Process of Setting Up Airline Flight Redemptions
Creating Zones Mapped to Airports
Creating the Flight Redemption Product
Associating the Flight Redemption Product with a Program Partner
Defining the Static Redemption Price for Flight Products
Setting Up the Flight Redemption Promotion
Using Electronic Vouchers for Redemptions
About Nonflight Redemptions
Process of Setting Up Nonflight Redemptions
Creating a Nonflight Redemption Product
Associating the Nonflight Redemption Product with a Program Partner
Defining the Static Redemption Price for Nonflight Products
Setting Up the Nonflight Redemption Promotion
Setting Up Order Management for the Product
Using Electronic Vouchers for Redemptions
Sequence for Redeeming a Tangible Product Through a Web Store
About Electronic Vouchers
Sequence for Redeeming Electronic Vouchers
Example of Setting Up Redemption Pricing Using Base Redemption Promotions
Example of Creating Promotions to Assign Values to Vouchers
Partner Pricing for Loyalty Redemptions
Redemption Packages
About Setting Up Redemption Packages as Promotions
Setting Up Redemption Packages as Bundled Products
Redemption Loans
Points-To-Pay Conversion
About Points-To-Pay Conversion
Setting Up Points-To-Pay Conversion
About Redemption with Conversion Pricing
Bidding for a Redemption Product
Batch Redemption Process
Setting Up Batch Redemption
Specifying the Threshold for Batch Redemption
Addressing Concurrent Redemption Transactions
Methods to Calculate Loyalty Redemption Price
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Using Siebel Loyalty with Partners
About Partner Use of Siebel Loyalty
Overview of Partner Use of Siebel Loyalty
Scenario for Partner Use of Siebel Loyalty
Entering the Loyalty Partner Program Profile
Creating Joint Promotions with Partners
Mapping Zones and Cities to Airports
About Selling Loyalty Points to Partners
Selling Points to Prepaid Partners
Selling Points to Post-Paid Partners
About Using Redemption Vouchers
Sending Transactions to Partners for Review
Sending Accrual Disputes to Partners for Review
Managing Loyalty Partners' Rejected Transactions
Exposing Additional Views to Partners
Managing Partner Fees and Point Balances
Generating Partner Statements
Setting Up Loyalty Terms for Precalculated Accruals
Setting Up Loyalty Partner Product Offerings
Setting Up Precalculated Accruals
Setting Up Unified Point Type for Partner Account Debit
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Member Self-Service with Siebel eLoyalty
About Siebel eLoyalty
Overview of How Members Use Siebel eLoyalty
Scenario for a Member Using Siebel eLoyalty
Troubleshooting the Display of the Catalog and Products to Loyalty Members
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Siebel Loyalty Workflow, Task Flow, and Methods Reference
Siebel Loyalty Workflows
LOY ABB New Member Process Workflow
LOY ABB Web Update Process Workflow
LOY ABB Web Update Shell Process Workflow
LOY Action Based Bonus Referral SubProcess Workflow
LOY Action Based Bonus Subprocess Workflow
LOY Activate Promotion Process Workflow
LOY Approval Process Workflow
LOY Batch Redemption Process Workflow
LOY Bulk Action Process Workflow
LOY Bulk Import Accrual Process Workflow
LOY Bulk Member Admin Process Workflow
LOY Bulk Simulation Process Workflow
LOY Cancel Transaction Process Workflow
LOY Cannot Copy Promotion Process Workflow
LOY Change Member Tier Workflow
LOY Deactivate Promotion Process Workflow
LOY EAI Export Program Workflow
LOY EAI Export Promotions Workflow
LOY EAI Export Transactions Workflow
LOY EAI Import Program Workflow
LOY EAI Import Promotion Workflow
LOY eMember - Checkout Process Workflow
LOY Engine - Process Batch Workflow
LOY Engine - Process Expired Accruals Workflow
LOY Engine - Process Object Workflow
LOY Engine - Process Promotion Bucket Workflow
LOY Engine - Process Tier Workflow
LOY Engine - Process Transaction Workflow
LOY Engine - Simulate Object Workflow
LOY Engine - Start Engine Workflow
LOY Engine - Update Cache Workflow
LOY Engine - Update Program Cache Workflow
LOY Get Txn Enhanced Log New Workflow
LOY Loan Repayment Workflow
LOY Member Enrollment Process Workflow
LOY Modify Promotion Process Workflow
LOY Optin Promotion Process Workflow
LOY Optin Promotion Sub Process Workflow
LOY Point Transfer Process Workflow
LOY PreAlloted Membership Generation Workflow
LOY Return Points to Parent Point Block Workflow
LOY Update Parent Point Block Reserved Points Workflow
LOY Update Program Process Workflow
LOY User Registration Member Process Workflow
Siebel Loyalty Task Flows
LOY Processing Engine Business Service
ProcessBatch Method
ProcessObject Method
SubmitObjectForProcessing Method
UpdateCache Method
LOY Interactive Processing Engine Business Service
ProcessInteractiveObject Method
InteractiveProcess Method
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Siebel Loyalty Engine Reference
Siebel Loyalty Server High-Level Architecture
Siebel Loyalty Engine Object Processing
Siebel Loyalty and Siebel Remote
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German GAAP Statutory Compliance for Siebel Loyalty
Process of Reconciling Siebel Loyalty with a General Ledger
Activating the Audit Trail for the LOY Member Business Components
Prohibiting Deleting Members in Siebel Loyalty
Enabling Sequential Numbering of Transactions
Merging Loyalty Members
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