Creating the Product for the Member Service

For complete information about creating products, see the chapter on basic product administration in Siebel Product Administration Guide.

To create the product for the member service

  1. Navigate to the Administration - Product screen, then the Products view.

  2. Create a new product that includes the following field values:

    Field Description

    Name

    Enter a name for the product.

    Note: For the promotion enrollment service, the name must be Promotion Enrollment and the type must be Loyalty Service.

    Type

    For most services, select Loyalty Service.

    For memberships, select Individual Membership, Household Membership, or Account Membership.

    For Points Reactivation, select Points Reactivation.

    For Voucher Reissue or Redemption, select Electronic Voucher.

  3. Click the More Info view tab, and click the Loyalty Product Attributes subtab, and complete the necessary fields.

    1. If the service is Membership Enrollment or Points Reactivation, then complete the following fields in the Loyalty Product Attributes subtab for the product.

      Field Description

      Period Type

      Select the period type for the membership or points. Options are months, years, or lifetime.

      Duration

      Enter the number of months or years that the membership or reactivated point remain in effect.

    2. If the service is Voucher Reissue, then complete the following fields in the Loyalty Product Attributes subtab for the product.

      Field Description

      Sequence Type

      Options are Custom and Standard.

      A standard sequence is generated automatically.

      For a custom sequence, you must create an eScript to provide the custom voucher number.

      Expiry Basis

      Select one of the two bases for the voucher expiring:

      • Period. The voucher expires after a period of time.

      • Date. The voucher expires on a specific date.

      Period

      If the Expiry Basis is Period, then enter the number of days, months, or years before the period expires.

      Period Type

      If the Expiry Basis is Period, then select Days, Months, or Years to specify what the number in the Period field applies to.

      Expiry Day

      If the Expiry Basis is Date, then enter the day of the month when the voucher expires.

      Expiry Month

      If the Expiry Basis is Date, then enter the month when the voucher expires.

      Years After

      If the Expiry Basis is Date, then enter the number of years after the voucher is issued that the voucher expires.