Entering Member Information for an Account Member

Use the following procedure to enter membership information for an account member.

To enroll an account member

1. In the Account Member Details - I view, complete the member information fields. Some fields are described in the following table.

   Field	Section on Form	Description
   Member Name	Member Information	Enter the name of the account member.
   Account	Member Information	Select the company name.
   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.
   Accrual Type	Member Information	Select an accrual type: corporate only, individual only, or both. Note: If you select corporate only, then the individual member is not rewarded. The transaction is processed and if a promotion design is applicable to the transaction, then all the promotions with Admin flags enabled within the promotion design are rewarded to the corporate member.
   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.
   Account Name	Account Information	Enter the account name.
   Site	Account Information	If the account has more than one location, then specify the relevant location for this member.
   DUNS	Account Information	Enter the DUNS number that uniquely identifies the account.
   Industries	Account Information	Select the industry type.
   Founded	Account Information	(Optional) Enter information about the type, size and age of the company.
   URL	Account Information	(Optional) Enter information about the type, size and age of the company.
   Annual Travel Budget	Account Information	(Optional) Enter information about the type, size and age of the company.
   Annual Revenue	Account Information	(Optional) Enter information about the type, size and age of the company.
   Revenue Growth Rate	Account Information	(Optional) Enter information about the type, size and age of the company.
   Total Employees	Account Information	(Optional) Enter information about the type, size and age of the company.
   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	Choose the program to enroll in.
   Payment Mode	Membership Scheme Price List	Choose a payment mode.
   Pay	Membership Scheme Price List	Specify the payment amount for new members.

2. Click Next, and provide further details about the member in the Account Member Details - II view. Some fields are described in the following table.

   Field	Section on Form	Description
   Account	Account Member Details	Select the company name.
   Accrual Type	Account Member Details	Select an accrual type: corporate only, individual only, or both.
   Corporate Member	Account Member Details	(Optional) Select the corporate member.
   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.

3. (Optional) In the Credit Cards section, where any 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.

4. (Optional) Enter information about how to contact the member by phone, email, fax and SMS.

5. Click Next, and provide further details about the member in the Account Member Details - III view.

   • (Optional) Enter the member’s favorite travel destinations.

   • (Optional) Enter the member’s frequently travelled routes.

6. Click Next.

   The Member Details view summarizes information about the member, the transaction, and the payment.

7. Click Finish.

When you select a household membership scheme, you can enroll a household member.