Enrolling Members in Loyalty Programs

To enroll a new member in a loyalty program, the member service representative must perform the following steps:

• Select a member type and membership scheme. For more information, see Selecting a Member Type and Membership Scheme.

• Enter member information, such as name, address, and communication preferences. Depending on which member type you select, Siebel Loyalty will display the view needed to perform one of the following tasks:

  • Entering Member Information for an Individual Member

  • Entering Member Information for an Account Member

  • Entering Member Information for a Household Member

• For all membership types, you must assign the member a user name and password. For more information, see Assigning a Member a User Name and Password.

For information about creating parent-child memberships, see Working with Parent-Child Member Relationships.

Caution:

If you have set up a registration bonus, then it is applied only if the member is enrolled in the Member screen, as described in this topic. If you add new members in some other view, then they do not get registration bonuses. For more information about registration bonuses, see Example of Creating an Action-Based Bonus.