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Administering Batch Enrollment

You can process batches of the following transaction types:

• New membership applications. You can process a batch of new membership applications. For example, Alpha Retail is in partnership with Beta Cards, and wants to offer membership in the Alpha Retail loyalty program to all Beta Cards members. Beta Cards sends an XML (extensible markup language) file of its electronic records to Alpha Retail, and Alpha Retail processes the enrollment.
• Membership data updates. You can process a batch of updates to existing records. For example, Alpha Retail typically receives many membership applications on hand-written paper forms. Each form has a preprinted membership number. Alpha Retail creates memberships with just a membership number, and no data, before it distributes the application forms. When Alpha Retail receives the handwritten application forms, it uses an ICR (intelligent character recognition) system to convert the handwritten information to electronic format, and batch processes the electronic applications.
• Membership renewals. You can process a batch of renewals for memberships that are about to expire. For example, Alpha Retail emails membership renewal notices to all existing members whose membership expire in 30 days. The email states their current point balances, and lists renewal fees with pricing options in Points, Pay and Points plus (+) Pay. A renewal request form is attached to the email. Members print the renewal request form and hand-write their choices, then mail the completed form back to Alpha Retail. Alpha Retail uses an ICR (intelligent character recognition) system to convert the handwritten information to electronic format, and batch processes the electronic renewals.

For more information on batch processing new membership applications, membership data updates, and membership renewals, see the topic about the Loyalty Member Service Web service in Siebel CRM Web Services Reference.