Generating, Viewing, and Printing Loyalty Members’ Statements

Statements are the main method used to communicate with members. They include information about the member’s current tier, point balance, recent transactions, and available and used vouchers. Marketing materials also are often sent with statements.

Members can receive statements by mail or by email, depending on their communication preference.

You can generate statements manually, or you can create a workflow that generates them automatically based on the Statement Frequency field of the Tier record, described in Defining Tier Classes and Tiers. You can integrate with a third-party fulfillment service and send the information for statements to the fulfillment house to be printed and mailed to members.

Siebel Loyalty stores a record of all statements that have been sent to members. If a member calls with a question about the statement, then the member service representative can look up the information in the statement.

Member service representatives can also view the statement report and can print this statement manually. The statement report takes all the data and totals tracked with a statement and puts it in a format that can be mailed, faxed, or emailed as an attachment to a member. It is the same as the statement that is mailed to the member.

Note: Transactions are included based upon their Processed On Date, not their Transaction Date. For example, if a transaction occurred on Feb. 28 but is not processed until March 2, then this transaction is included in a statement that covers March 1 to March 31, because its Processed On date falls within the statement's Start and End Dates.