Selecting a Member Type and Membership Scheme

To enroll a member, you begin by selecting the member type and membership scheme. For more information about membership schemes, see Creating Membership Schemes for Siebel Loyalty.

There are four types of members of loyalty programs:

• Individual. This type of member includes people who join programs on their own behalf. They must make purchases themselves to earn points.

• Household. This type of member includes people who join programs to earn points for the household’s membership. Any household member can make purchases to earn points. The individuals within the household accrue and/or redeem points through the household membership.

• Account. This type of member includes companies that join programs. The company earns points for its purchases.

• Partner. This type of member includes companies who have partners that join programs. For example, a dealer can be a partner of an automobile manufacturer, because its customers earn the manufacturer’s points when they buy cars. The same dealer can join a loyalty program as a member, so the manufacturer can reward the dealer with points for meeting sales goals.

To select a member scheme

1. Navigate to the Loyalty Members screen.

2. Click View, Action Pane, Tasks to view the Task user interface.

3. Click Member Enrollment, and complete the fields described in the following table.

   Field	Description
   Program Name	Choose the program to enroll in.
   Member Type	Choose one of the types of members of loyalty programs: Individual. This type of member includes people who join programs on their own behalf. They must make purchases themselves to earn points. Household. This type of member includes people who join programs to earn points for the household’s membership. Any household member can make purchases to earn points. The individuals within the household accrue and/or redeem points through the household membership. Account. This type of member includes companies that join programs. The company earns points for its purchases. Partner. This type of member includes companies who have partners that join programs. For example, a dealer can be a partner of an automobile manufacturer, because its customers earn the manufacturer’s points when they buy cars. The same dealer can join a loyalty program as a member, so the manufacturer can reward the dealer with points for meeting sales goals.
   Membership Scheme	Choose the scheme. Schemes indicate the period type and duration of the membership.

4. Click Next.

   The member type you selected determines which fields to display to enter member information.