Overview: There are two types of memberships:
• Standard memberships: Programs you can use to generate regular periodic orders for a customer. For example, you might set up a membership program to create an order for a food or beverage item each month. Once you generate an order through a membership, you can ship and bill it like any other order.
• Loyalty memberships: Programs that provide a discount and/or other rewards to customers based on their order history. The background jobs automatically create or deactivate loyalty memberships for customers based on order activity. For example, you could offer customers a 5% discount and free shipping once their total merchandise dollars to date exceeds $500.
Creating standard memberships: You can create standard memberships for customers in order entry, on the web storefront, or through a separate menu option.
Standard memberships can be open-ended or can have a specified number of shipments. They can include the same items each time you generate an order or you can rotate the items. Standard memberships can also include a discount percentage that applies to any order the customer places; or you can also create discount-only standard memberships that do not generate orders.
E-commerce interface (order API): You can sell standard memberships on orders for web customers if your web storefront supports it. When a customer orders a membership item on the web storefront, Order Management System passes a status message to the storefront indicating that the item represents a membership, rather than a regular inventoried item with a reservation or backorder status.
Note:
• If you sell a membership item on the web storefront, it must have the same name as the membership program itself. See Setup for Standard Membership Programs.
• If the order detail line creating the membership is in error status, the system still creates the customer membership provided there is sufficient data available to create it; however, if you later delete the order detail line or reject the order or order batch, the system deletes the customer membership.
• When a customer purchases a membership item and the payment information is passed separately, the system does not create the customer membership or apply any membership discount until receiving the payment message. In this situation, the system initially applies an error to the order: Missing Membership.
Loyalty memberships: You cannot sell or manually create loyalty memberships; loyalty membership activation occurs only when the ORDR_ASYNC or job updates the customer’s total merchandise sales or order dollars, and determines that the customer now qualifies for a new loyalty membership program based on customer class or sales, order, or external sales dollars.
When you set up loyalty membership programs, you specify whether to base eligibility on sales or order dollars and whether to subtract activity such as cancellations, soldouts, and returns from the total dollar value required to qualify. You can set up a series of graduated loyalty programs with increasing discounts and rewards. For example, you could have BRONZE, SILVER, AND GOLD loyalty programs, with the system automatically promoting customers from one program to the next as their order history qualifies them.
In this chapter:
• Examples of Standard Membership Programs
• Setup for Standard Membership Programs
• Work with Customer Memberships
• Expected Membership Orders Report
Examples of Standard Membership Programs
Purpose: Some sample standard membership programs are described below.
Example 1: A year of shipments. In this example, the membership includes a different order each month for a year, such as “fruit of the month” or “coffee of the month.” The items included in each order, the sequence in which they are shipped, and the pricing are all fixed at the start of the membership, and the customer does not have the option to change or add items. When the predefined number of orders has been generated, the membership closes automatically.
Example 2: Open-ended. The customer chooses the item or items, such as coffee, food items, or other consumables, to receive. Additionally, the customer specifies how frequently the orders should be generated; some prefer monthly shipments, while others receive shipments every two or three weeks. You might include an initial free gift with the first order. Also, the customer can request an additional item to be included in selected rotations, such as every other shipment. The customer pays the current offer price for included items. You leave this type of membership open, and continue generating new orders, until the customer advises you to close the membership.
Example 3: Discount membership. The customer purchases a discount “card” which is good for one year. Any time the customer places an order, this discount applies to the merchandise total.
Setup for Standard Membership Programs
Purpose: The setup required for standard memberships consists of:
Membership type: Before you set up a membership program, you must first set up one or more membership types. Membership types are codes that you use to group membership programs. Also, the membership type controls whether you can change any of the settings that default from the membership program, such as the items included in shipments or the intervals at which you generate orders, when you create a membership for a customer.
Additionally, at the time you generate membership orders, you can select specific membership types. For example, if you have just received a shipment of an item you include in a certain type of membership, you can choose to generate that type of membership order only.
For more information: See Working with Membership Types (WWMT).
Membership program: You set up membership programs to identify the settings that default when you create individual customer memberships. These settings include:
• The interval at which you generate orders. You can choose a specific day of the month, or a number of days between orders. If you specify the number of days between orders, you can also indicate whether to delay the initial shipment, or whether the membership should be eligible for order generation immediately.
• First and last dates when you can create new customer memberships.
• Discount percentage, if any, and the number of months that the discount will be effective.
• Source code, ship via, and order type to default to generated membership orders.
• Items to include on generated membership orders, including:
- the quantity to include on each generated order
- the rotation in which to include the item, if you use varying rotations
- the total number of times to include the item on generated orders
- price override, if any
You can override the settings from the membership program for an individual customer membership if the membership type allows it.
For more information: See Working with Membership Programs (WWMP).
Membership Item: In order to create new customer memberships in order entry, you need to set up one or more membership items. When you enter a membership item in order entry, the system displays a pop-up window for you to specify the membership program in which the customer wants to enroll.
• Identify a membership item: You identify an item as a membership item by selecting the Membership field. You should also select the Non-inventory field.
• Simplify order entry: You can use the same code to identify both the membership item and the membership program. For example, you could create both with a code of MEMB01. When you enter the membership item MEMB01 in order entry, the MEMB01 membership program ID defaults. Note: If you process orders through the web storefront, the membership item and program ID must be the same.
• Price of a membership item: If you plan to charge for creating the membership program in order entry, you need to set up an item/offer for a membership item. If you do not plan to charge for the customer membership itself, the order entry operator will need authority to override the price and add the membership item at no charge.
• Membership item price and discount: If you charge for the customer membership, and if the membership includes a discount, you must set the membership item to be non-discountable (select to the Discountable field). Otherwise, the price of the membership itself will be discounted. For example, you offer a membership that carries a 10% discount on all orders for one year. The price of the membership is $10.00. You must select the Discountable field, or the price of the membership itself will be discounted to $9.00.
• Initial shipment: In order to generate an initial shipment to the customer at the start of a discount-only membership, you should set up the item(s) using the Accompanying Item option at the Work with Item Offers Screen. If you attempt to generate the initial shipment through standard membership order generation, the membership's status will change to Complete after you generate the order, and the discount will no longer apply.
• Soldout flag: If you define a soldout control code for the membership item, the system will not generate a customer membership once the membership item is soldout. See Soldout Calculation for more information on when the system determines to sell out an item.
System control values:
• Display First Membership Order Total (G14): If this system control value is selected, the system displays a window providing the estimated dollar total for the first membership order when you accept an order creating a membership.
• Write Order Messages for Membership Rotation (K04): If this system control value is selected, the system writes an order message on the order that originates the customer membership, and on generated orders. The message indicates the name of the membership program and the Next release date, and is flagged to print on the pick slip.
Purpose: An overview of creating standard customer memberships in order entry is provided below.
Quotes: You can also create a standard customer membership in quote entry. The system performs the same updates as it would when you create a customer membership in order entry; however, the system creates the customer membership in an inactive status and does not update the status to active until you convert the quote to an order. See Entering Customer Memberships in Quote Entry for more information.
Entering a membership item: You can sell a standard membership through any order. The membership does not need to be the only item on the order, although it can be.
When you enter the membership item, a pop-up window opens. From this window, you can specify the membership program for the customer or confirm the program that defaulted based on the membership item you entered. You can advance to subsequent screens where you can override information that defaults from the current order, such as payment method. You can also override information that defaults from the membership program if the membership type allows it.
Once you have entered the membership, you can still make changes to the membership, or cancel it, by selecting Customer Memberships at the Display More Options Screen (available by selecting Options). You can also cancel a membership in order maintenance by canceling the membership item; see Canceling a Membership Item for more information.
Soldout membership: If the membership item is soldout, the system updates the status of the order line to S (Soldout) and does not display the Membership window. If the membership item is sold out, the system does not generate a customer membership.
See Entering Customer Memberships in Order Entry.
Defaults and overrides: The customer, payment information, and original source code default from the order to the customer membership; however, you can override the paytype or recipient customer for the membership, or enter an alternate shipping address.
Default from membership program: The source code and order type default from the membership program to the customer membership, in addition to the items, shipment interval, and discount, if any. The ship via also defaults from the membership program if it is specified there; otherwise, it defaults from the current ship via on the order header. You can also override these defaults in the membership type allows it.
Updating the membership after entry: Aside from Canceling a Membership Item, changes you make to the order in order maintenance do not update the customer membership. You must use Working with Customer Memberships (WWCM) to maintain a membership once you have created it; or, you can work with customer memberships by selecting Customer Memberships at the Display More Options Screen in order entry or order maintenance (available by selecting Options).
Order message: The system writes an order message indicating the name of the membership program and the Next release date if the Write Order Messages for Membership Rotation (K04) system control value is selected. This order message is flagged to print on the pick slip. See the system control value for more information.
Cash amount: If you create a customer membership while entering a prepaid order, the system displays a pop-up window in which you can specify the amount of the prepayment to apply to the membership.
For example, the customer sends a check for $100.00, and the current order total is $20.00. At the pop-up window, you would apply $80.00 toward the customer membership.
As you generate orders for the customer membership, the system applies cash from the membership prepayment amount of $80.00 until this amount is exhausted. Afterward, any orders you generate for the membership will go on hold until you apply sufficient payment. However, if there is a cash amount remaining after you generate the last order for the membership (that is, any items have been included on orders the specified number of times), the system creates a refund.
When you review the originating order in standard or streamlined order inquiry, the payment amount for the order appears as $20.00, not $100.00. However, an order history message will indicate that you have applied a prepayment to a customer membership and note the amount.
For more information: See About Entering Cash Amounts for a Customer Membership for more information on entering cash for a membership.
Other payment methods: You can also use a credit card payment method for a membership. The payment method from the order defaults, but you can override this default for the membership.
The system goes through the same credit checking when you generate an order for a membership as for any other order, based on the payment method.
Order total pop-up: If the Display First Membership Order Total (G14) system control value is selected, the system displays a pop-up window providing the estimated dollar total for the first membership order when you accept an order creating a membership.
Closing the order: If the membership item is the only item on the order, the order remains open until you generate pick slips, provided the entire order is eligible based on the pick slip generation criteria. At that point, the order then closes automatically (assuming it does not fail authorization if it is paid by credit card).
Note: You cannot create a loyalty membership through order entry as described above. See Loyalty Memberships for an overview.
Work with Customer Memberships
Purpose: In addition to creating a standard customer membership in order entry, you can use the Working with Customer Memberships (WWCM) menu option. You can also use this menu option to review or work with existing customer memberships. Additional options at this menu option include:
• Changing a membership's status (deactivating, reactivating, or canceling)
• Changing the release date or the next rotation
• Deleting a membership if you have not yet generated any orders for it
• Changing information, such as shipment intervals, recipient or alternate address, items, paytype, or discount
Required information: When you create a membership through the Work with Customer Memberships menu option, you must include any required information, such as paytype, customer, and recipient, that would default from the order if you create a membership in order entry.
You cannot charge a customer for the membership itself if you create it through this menu option.
Note: You cannot create a loyalty membership through this menu option. See Loyalty Memberships for an overview.
Purpose: Use the Generating Membership Orders (EGMO) menu option to create new orders for standard customer memberships. This menu option selects active memberships based on release date. You can also restrict the selection based on membership type.
Memberships in error: The system does not attempt to create an order and prints the membership on an error report, in the following scenarios:
• There are no items specified for the membership.
• The payment information is not complete.
Other types of errors do not prevent the system from generating the order; however, the order is in suspended status and is listed on the Print Remote Order Errors Report. For example, an order fails the edit if it includes an item that does not have a price, or has an invalid SCF/ship via combination. You can use batch order entry, described in Accepting or Rejecting the Order Batch, to correct such orders and resubmit them to the phone edit process. When the membership order is accepted, the system clears the batch number from the order header.
Expected Membership Orders Report
Purpose: Use the Expected Membership Orders Report to review the total number of standard memberships that are eligible to generate orders based on the next release date. This report provides totals for each release date, and does not contain any detailed information.
For more information: See Printing the Expected Membership Orders Report (PEMO).
Purpose: If you set up a standard membership program for discounting purposes only (that is, you will not be generating orders), you should be aware of the following:
• Flagged as errors at order generation: Discount-only memberships will appear on the Memberships in Error report when you generate membership orders unless you select only membership types that produce orders.
• Must have eligible status for discount: The discount applies only if the customer membership is in an active, in process or error status; otherwise, no discount will apply.
• Discounting price of membership item: Any discount will apply to the price of the membership item itself in order entry, unless you select the Discountable field for the membership item.
• Membership remains open: A discount-only customer membership will never close automatically. Even after the discount end date passes, the membership will remain active, although the discount will no longer apply to new orders.
• Initial shipment: In order to include one order shipment to the customer to initiate a discount-only membership, you should set up the item(s) using the Accompanying Item option at the Work with Item Offers Screen. If you attempt to generate the initial shipment through standard membership order generation, the membership's status will change to Complete after you generate the order, and the discount will no longer apply.
Note: The above refers to standard discount memberships, that is, memberships that you sell or create. See Loyalty Memberships for information on memberships that the background jobs assign to customers based on order history.
Overview: You can have the system create customer loyalty memberships automatically when a customer reaches a required merchandise sales, order, or external sales dollar total value, or when a customer has a specified customer class. These loyalty membership programs can provide various benefits to the customer, such as:
• a percentage discount to default in order entry
• free freight
• higher backorder priority
• special customer class
You can set up a single loyalty program or graduated loyalty programs. For example, you can offer a discount of 5% when a customer reaches $1000 in total orders, a discount of 10% when a customer reaches $1500, and so on.
Note: The total dollars used to evaluate a customer for loyalty membership are based on merchandise only, and do not include charges such as tax, freight, or handling. The merchandise total is based on the actual selling price of items on orders.
System control value: The Use Loyalty Membership Program (I81) system control value controls whether the system evaluates customers for loyalty program membership.
When does evaluation take place? The system evaluates customers for loyalty membership during the order and billing background jobs, as described in the following table.
Program Type |
Membership created if: |
Evaluated When? |
order (O) |
• the LTD dollars required for the program is less than the $ order total for all entries in the Order Billing History table since the Effective start date specified for the loyalty program. If there is no Effective start date specified for the program, the customer’s entire order history is compared with the LTD dollars requirement. If there is an External sales amount specified in the Customer Order History table, this amount is added to the order dollar total; or, • the customer is assigned to the Customer class requirement for the program. Note: If the program specifies both a LTD dollars and a Customer class requirement, the customer must meet both requirements to earn the membership. |
ORDR_ASYNC |
sales (S) |
• the LTD dollars required for the program is less than the $ sold total for all entries in the Order Billing History table since the Effective start date specified for the loyalty program. If there is no Effective start date specified for the program, the customer’s entire sales history is compared with the LTD dollars requirement. If there is an External sales amount specified in the Customer Order History table, this amount is added to the order dollar total; or, • the customer is assigned to the Customer class requirement for the program. Note: If the program specifies both a LTD dollars and a Customer class requirement, the customer must meet both requirements to earn the membership. |
BILL_ASYNC |
external (E) |
• the LTD dollars required for the program is less than the External sales amount specified in the Customer Order History table plus the $ order total for all entries in the Order Billing History table since: • the External sales date specified in the Customer Order History table; if any; otherwise, • the Effective start date specified for the loyalty program, if any; otherwise, • If there is no Effective start date specified for the program, the customer’s entire order history is compared with the LTD dollars requirement; or, • the customer is assigned to the Customer class requirement for the program. Note: If the program specifies both a LTD dollars and a Customer class requirement, the customer must meet both requirements to earn the membership. |
ORDR_ASYNC BILL_ASYNC |
Example: |
You set up an order dollars-based loyalty program with a LTD dollars requirement of $500 and an Effective start date of 01/01/06 so that you can provide customers who have placed $500 in orders in the current year with a 10% discount. A customer has the following order activity in the Order Billing History table: 12/01/05: $200.00 01/31/06: $200.00 02/06/06: $100.00 The customer places an order with a merchandise total of $250.00. Result: When the current order is processed by the ORDR_ASYNC job, the customer is assigned to the loyalty program based on a total dollar value of $550.00 as follows: • the $200.00 from 01/31/06 • the $100.00 from 02/06/06 • the $250.00 from today’s order The $200.00 from the 12/01/05 order is not included in the total, because it was placed before the Effective start date. |
Note: The External sales and External sales date fields are not populated by any Order Management System process.
Graduated loyalty programs: You can set up multiple loyalty programs so that customers can be “promoted” from one to the next as their sales or order totals increase. The background jobs use the Priority assigned to each loyalty program to determine the order in which they should evaluate whether a customer qualifies for each loyalty program. A higher-priority loyalty program should be assigned a lower Priority number so that the background jobs evaluate the customer against this program first.
Example: |
You have three current sales-based loyalty programs with the same Effective start date: • GOLD: 10% discount plus free freight. Requires $1500 in sales, and has a priority of 1. • SILVER: 10 discount. Requires $1000 in sales, and has a priority of 2. • BRONZE: 5% discount. Requires $500 in sales, and has a priority of 3. You ship an order to a customer for a total of $1000 in merchandise. The customer’s previous total sales $ in the Order Billing History table since the Effective start date was $100, raising the new total to $1100. Result: • The BILL_ASYNC job checks the GOLD program first because its priority is 1. The customer does not qualify. • The BILL_ASYNC job next checks the SILVER program, because it has the next priority level. The customer qualifies for this loyalty program. The BILL_ASYNC job assigns the customer to the SILVER loyalty program and stops checking other loyalty programs. |
Note: Typically, you would set up graduated loyalty programs using a lower priority number (higher priority) for higher-level programs, as in the example above; however, if there is more than one current loyalty program with the same Priority, the background job evaluates these programs in alphanumeric order.
Only one active loyalty membership at a time: The background jobs evaluates the customer against the current loyalty programs each time there is order activity, such as entering, maintaining, or billing an order. If the customer qualifies for a higher-level loyalty program as a result of order activity, the job deactivates the customer’s current loyalty membership and activates a new one. Similarly, if the customer no longer qualifies for a higher-level loyalty program due to order activity that reduces the qualifying total, such as a cancellation, the job deactivates the current loyalty membership and activates the appropriate lower-level one. A customer cannot have more than one active loyalty membership.
Notifying the customer: The system generates a notification email to the customer each time a loyalty membership is activated or deactivated through the background jobs. You can set up individual activation and deactivation templates at both the company level and the entity level. See the Loyalty Setup described below for more information.
When does the customer receive the discount? If the customer qualifies as a result of order activity, the background jobs perform loyalty program assignments after you complete entering, updating, or billing an order. As a result, the loyalty discount never applies on the order which qualifies the customer for the loyalty membership. However, the next time the customer places an order, the discount and other benefits of the loyalty program default to the order.
Loyalty discounts and other benefits do not default in order maintenance, only on new orders.
How long does a customer loyalty membership last? A loyalty membership can be deactivated in the following ways:
• You can deactivate or cancel a customer’s loyalty membership through the Working with Customer Memberships (WWCM) menu option.
• If you specify a number of months as the Discount duration for a loyalty program, the system creates customer loyalty memberships with a Discount end date based on this duration. For example, if you set the Discount duration to 12, and a customer qualifies for the loyalty program on 10/18/06, the system sets the Discount end date to 10/18/07 (12 months later). No discounts or other benefits apply in order entry once the Discount end date is reached. However, if you do not specify a Discount duration for a loyalty program, the system does not set a Discount end date for the customer’s loyalty membership.
• Each time the background jobs process orders for a customer, they evaluate the customer’s current loyalty membership assignment. If the customer is currently assigned to a loyalty membership but should now be assigned to a different program, the background job deactivates the customer’s current membership and creates the new membership. Similarly, if the customer no longer qualifies for the current loyalty membership and does not now qualify for any other existing loyalty program, the background job simply deactivates the current loyalty membership.
What information is stored with the customer loyalty membership? When the background jobs create a loyalty membership for a customer, the information that defaults from the loyalty program settings includes:
• Discount end date
• Discount %
• Priority B/O, if any
• Free freight, if any
Note: If the customer is eligible for free freight through a loyalty program, you cannot apply a promotion that includes free freight. See Working with Promotions (WPRO) for background.
Netting returns, cancels, and soldouts: When you set up loyalty programs, you have the option of netting (or subtracting) the merchandise value of returns, exchanges, cancellations, and soldouts from the total dollar value of sales or orders used to determine whether a customer qualifies for a loyalty program.
Example: |
A customer is currently assigned to an order-based loyalty program with a LTD dollars requirement of $500 and an Effective start date of 01/01/06. The customer has the following order activity in the Order Billing History table since the Effective start date: 02/06/06: $100.00 09/12/06: $200.00 The customer’s External sales field is currently set to $250.00. The customer cancels $100.00 of the merchandise on the 9/12 order. Result: When the current order is processed by the ORDR_ASYNC job, the customer’s total order dollars of $550.00, and the total cancelled dollars is $100.00. The loyalty program’s Net cancels flag is selected. When the system subtracts the $100.00 cancellation from the $550.00 orders total, the remaining $450.00 is not enough to qualify for the loyalty program. The customer’s membership in the loyalty program is deactivated. |
Troubleshooting loyalty programs that net returns, cancels, and soldouts:
• Activity against orders before the Effective start date: Returns, exchanges, cancellations, or soldout activity is evaluated based on the date of the activity itself, rather than the date of the original order. For example, you process a return of $50 in merchandise on January 31 against an order that was entered on December 30. The system is evaluating the customer for a loyalty program with an effective start date of January 1. The value of the $50 return is subtracted from the total dollar value since January 1, even though the order was originally entered before that date.
• Exchange activity: If the Net returns/exchanges flag is unselected and you process an exchange, the dollar value of the exchange, or replacement, item is included in the calculation of loyalty eligibility. For example, if the customer exchanges an item with a selling price of $50 for an item with the same selling price, this activity effectively increases the customer’s total merchandise value to date by $50 if you do not net returns and exchanges.
• Update demand flag: A cancellation always reduces the total merchandise order amount if you use a cancel reason code whose Update demand? flag is selected. The result of this type of cancellation might be to make a customer ineligible for a particular loyalty program if it is based on the order total.
• Update demand for order maintenance transactions? If the Update Demand for Order Maintenance Transactions (C72) system control value is unselected, it is possible to understate the customer’s total merchandise order dollars. Because the order dollar total in this situation does not increase if, for example, you add an item in order maintenance, processing a cancellation (or return, exchange, or soldout) can have the effect of “double dipping” when the system subtracts the cancellation dollars from the order total. For example, a customer’s total dollars ordered is $500.00. You add a $100.00 item in order maintenance, and then cancel it. Because the total dollars ordered was never increased by the $100.00 in order maintenance, the cancellation effectively reduces the customer’s total dollars ordered to $400.00. For this reason, you might want to leave the netting flags for a loyalty program unselected if the Update Demand for Order Maintenance Transactions (C72) system control value is unselected.
Reviewing order and sales totals: Use the following screens to review the customer’s order and sales activity:
• Display Customer Order History Screen: Displays totals for the customer life-to-date (that is, not restricted based on a range of activity dates). This information is stored in the Customer Sold To Order History table.
• Customer Sold To Order History Screen (Reviewing Detail): A listing of each activity that updated the total orders, sales, returns, exchanges, cancellations, exchanges, or soldouts in the Order Billing History table. You can also generate the Customer Sold To Order History Detail report by selecting Print List at this screen.
• Order Billing History Detail Screen: Displays detail on a single Order Billing History Detail record. The system creates a separate record for each order activity.
Consolidating Order Billing History: If you use the Consolidating Order Billing History (MOBH) menu option, you need to have Consolidate by Customer selected in order to include activity in the consolidated date range to evaluate customers for loyalty memberships. If you have Consolidate by Customer unselected, the system consolidates records using a customer number of zero, so the order activity for the consolidated date range cannot be used for loyalty evaluation purposes.
Turning loyalty evaluation on or off: The Use Loyalty Membership Program (I81) system control value controls whether the background jobs evaluate customers for loyalty eligibility; however, it does not prevent the discount percentage for an existing loyalty membership from applying when the customer places an order. In order to prevent the discount from applying, you would need to use Working with Customer Memberships (WWCM) to deactivate the loyalty membership, or wait until the Discount end date for the loyalty membership is reached.
The required and recommended setup for using loyalty memberships is described below.
System control values:
• Use Loyalty Membership Program (I81): Controls whether the background jobs evaluate customers for loyalty membership based on order activity.
• Loyalty Membership Activation Notification Email Program (I82): Specifies the program to generate the loyalty membership activation email.
• Loyalty Membership Deactivation Notification Program (I83): Specifies the program to generate the loyalty membership deactivation email.
• Alternate Customer Number Label Description (H95): Specifies the text to include in the Subject line for loyalty membership notification emails as well as on certain screens. For example, if this system control value is set to Reward #, the subject lines are Reward # Activation or Reward # Deactivation. If this system control value is unselected, the Subject line uses Loyalty Activation or Loyalty Deactivation.
• Update Demand for Order Maintenance Transactions (C72): See the troubleshooting information above for considerations related to the setting of this system control value.
Membership types: Use the Working with Membership Types (WWMT) menu option to create one or more membership types with the Loyalty flag selected. The membership type also specifies whether you can change existing customer loyalty memberships.
Membership programs: Use the Working with Membership Programs (WWMP) menu option to create one or more loyalty membership programs, specifying a membership type that has the Loyalty flag selected.
Note: Do not mix active orders-based, sales-based, or external dollars-based loyalty programs in a single company; it is best to have a single method for evaluating customers for loyalty memberships.
Email templates: Use the Working with E-Mail Notification Templates (WEMT) menu option to specify the text to include in the activation and deactivation emails. You can also set up an email template at the entity level as an override; see Email Setup within Order Management System and Working with E-Mail Notification Templates (WEMT).
You can also use the Work with Entity Email Overrides Screen to specify the “from” email address to use on these notification emails. However, using a different “from” email address based on entity for various notifications, such as the loyalty membership activation or deactivation notice, might be confusing to your customers if the same customers commonly place orders in multiple entities within your company. In this situation, the “from” email address on a deactivation email might not match the entity where the customer places the majority of his or her orders.
For example, a customer might qualify for a loyalty membership based on orders placed in entity 1, and receive a loyalty activation notice using the “from” email address for this entity. Then the customer places an order in entity 2 that makes him eligible for a higher loyalty program. In this situation, it is possible for him to receive a deactivation notice for the first loyalty membership using the “from” email address from entity 1, and an activation notice for the second loyalty membership using the “from” email address from entity 2.
Note: The background jobs generate email notifications for a customer only if the order type has the Email notification flag selected and the customer’s Opt-in/out setting (see Determining the Opt-in/out Setting) is O1 or O2.
For more information: See:
• Working with Membership Types (WWMT)
• Working with Membership Programs (WWMP)
• Working with Customer Memberships (WWCM)
• Working with E-Mail Notification Templates (WEMT)
• Use Loyalty Membership Program (I81)
• Loyalty Membership Activation Notification Email Program (I82)
• Loyalty Membership Deactivation Notification Program (I83)
• Operating the Background Jobs
Purpose: You can use the Update Customer Memberships (MMCM) to update the source codes and/or replace an item on customer memberships for one or more membership programs. This function also provides the option to update the membership program(s) as well. See Update Customer Memberships (MMCM) for more information.
