Member Enrollment in Siebel Loyalty (Part I)

The following procedure shows how to enroll the member Andy Cole in a loyalty program and then verify that the member has been created in CrowdTwist.

To enroll a member in a loyalty program

  1. Navigate to the Loyalty Members screen and create a new member with the details shown in the following table.

    Field

    Value

    Member Number

    296-180296399

    This value is automatically generated.

    Program Enrollment

    High Miles

    Member Name

    Andy Cole

    Contact First Name

    Andy

    Contact Last Name

    Cole

  2. Save the record and take note of the unique Member Number (296-180296399), which is automatically generated when you create a new member.

  3. To verify that the member Andy Cole is also created in CrowdTwist:

    1. Copy Andy Cole's Member Number (296-180296399) in Siebel Loyalty.

    2. Log in to the CrowdTwist Control Center application and go to the Member Care screen.

    3. Search the Third Party ID field option for the member number you copied in step a.

    4. Drill down on the (Andy Cole) record returned to open and view the member information.