Administering Bulk Tier Changes

Bulk tier change administration involves manually managing Loyalty members’ Tiers by selecting a certain group of members and changing their Tier at the same time.

Before the member service representative can make bulk tier changes, a loyalty administrator must create a points adjustment product. For more information about setting up products, see Siebel Product Administration Guide.

Once the purchase points adjustment product is created, a loyalty administrator must also associate the Manual Credit and Manual Debit products with a service. For more information, see Setting Prices for Member Services.

To administer bulk tier changes

1. Navigate to Loyalty Program Administration.

2. In the Programs list, select a program and click its Program Id hyperlink.

3. Click the Bulk Membership Administration view tab.

4. Add one or more new records to the Bulk Administration list and complete the necessary fields. Some fields are described in the following table.

   Field	Description
   Action	Select Change Tier.
   New Tier	Select the tier to be assigned to the list of members.
   Tier Start Date	Enter the start date of the tier.
   Tier End Date	Enter the end date of the tier.
   Input Format	Select the format to input the list of members. Options are: XML, CSV, or Analytics Segment.
   File	If you selected XML or CSV as the input format, then enter the path and file of the member list. This field is inactive is you selected Analytics Segment as the input format.
   Segment	If you selected Analytics Segment as the input format, then select the segment to be used. This field contains all the segments created in Siebel Marketing. For more information, see Administering Bulk Actions Using Analytics Segments.
   Reason Code	Select a reason for making the adjustment.

5. Click Process.