Creating Member Attributes

Member attributes are dynamic values that you create to track actions over the life time of a member. The value of a member attribute can be based on any field in a transaction, and they are updated every time a transaction takes place.

This task is a step in Process of Creating Loyalty Promotions.

To create member attributes

  1. Navigate to the Loyalty Program Administration screen.

  2. Locate the program that the attribute applies to and click its Program Id hyperlink.

  3. Clear the program form’s Active check box.

  4. Click the Program Level Attributes view tab.

  5. In the link bar of the Program Level Attributes view, click Member Attributes.

  6. Add a record to the Program Level Attributes list, and complete the necessary fields. Some fields are described in the following table.

    Field Description

    Data Type

    Based on what type of data is being tracked, select Date, Integer, Number, or String. If the values are free form text (such as Yes and No), then select String.

    Default Value

    Displays the original value before the transaction was updated.

    Merge Action

    Specify how the program handles this attribute when you do a member merge. For more information, see Merging Loyalty Program Members.

    Pick List

    Select this check box if the attribute is a field whose values are entered using a picklist. Then, when you are defining criteria and actions, Siebel Loyalty displays the picklist with the values for this field.

    Pick Applet

    Select this check box if the attribute is a field whose values are entered using a dialog box. Then, when you are defining criteria and actions, Siebel Loyalty displays the dialog box with the values for this field.

    Pick Field

    The pick field is that field whose value the user sees in the UI after selecting from the pick applet.

  7. When you are finished creating all attributes for the program, select the program form’s Active check box.

    Note: You also must create a promotion to update this attribute.