Entering Member Information for a Household Member
Use the following procedure to enter membership information for a household member.
To enroll a household member
In the Household Member Details - I view, complete the member information fields. Some fields are described in the following table.
Field Section on Form Description Household
Member Information
If this household is a new household, then enter the name and address details. Otherwise, select from the list of existing households.
Contact First Name and Contact Last Name
Member Information
Select an existing contact or enter a new one. You can associate one or more contacts with a member.
When you select the appropriate contact in either of these fields, the name is entered in both fields.
Member Name
Member Information
Enter the member name.
Statement Method
Administration Information
Choose the means of receiving statements: email or mail.
Partner Source
Administration Information
(Optional) Choose a channel partner.
Enrollment Channel
Administration Information
Choose from Web, MSR, External Service Provider, or Partner.
Receive Partner Promos and Receive Promos
Administration Information
Select these check boxes to receive partner promotions or other promotions.
Head of Household
Household Information
Choose the head of the household from the list.
Segment
Household Information
(Optional) Choose the market segment for this household, such as White Collar or Rural.
Category
Household Information
(Optional) Choose the category, such as standard, gold or platinum.
Status
Household Information
Choose the status, such as active or under review.
Type
Household Information
Choose the type of household, such as family with children, or extended family.
Size, Number (#) of Dependents, Child 0-6, Child 7-12, Child 13-18
Household Information
(Optional) Enter the number of family members in the household, the number of dependents, and the number of children in the specified age ranges.
Income
Household Information
(Optional) Choose the income range for the household.
Wealth
Household Information
(Optional) Choose the existing wealth of the household.
Revenue
Household Information
(Optional) Choose the revenue of the household.
First Name, Middle Name, Last Name, and so on
Contact Details
Some fields are populated with details from the Member Information section. Enter further personal information about the contact’s gender, birthdate, and honorific.
Member Number (#), Name, and so on.
Referrals
If applicable, then enter details about the member who referred the new member.
Program
Membership Scheme Price List Information
Choose the program to enroll in.
Payment Mode
Membership Scheme Price List Information
Choose a payment mode.
Pay
Membership Scheme Price List Information
Specify the payment amount for new members.
Click Next, and provide further details about the member in the Household Member Details - II view. Some fields are described in the following table.
Field Section on Form Description Primary
Personal Address
Select this check box if this address is the primary address.
Address Type
Personal Address
Specify if this address is a Home, Business or Alternate address.
Address Line 1, and so on
Personal Address
Enter the details of street, city, and so on.
(Optional) In the Credit Cards section, where existing information is displayed, you can add a new record to the list, and enter information about the member’s credit cards. Two scenarios are possible:
Individuals supply their own credit cards.
Companies supply a corporate credit card and the name of the employee who has the card.
This credit information is used as the default payment method for transactions requiring payment. For more information about credit card payments, see Siebel Order Management Guide.
(Optional) Enter information about how to contact the member by phone, email, fax, and SMS.
Click Next, and provide further details about the member in the Household Member Details - III view.
(Optional) Enter the member’s favorite travel destinations.
(Optional) Enter the member’s frequently travelled routes.
Click Next.
The Member Details view summarizes information about the member, the transaction, and the payment.
Click Finish.