Configuring Membership Enrollment Groups

Prerequisites for Membership Enrollment Groups

Enrollment codes are a convenient way to categorize participants in membership programs based on their method of enrollment (or other criteria). For example, you might set up enrollment codes for persons who enroll on the Web, through their place of business, as a member of a social group, etc. The enrollment codes you set up are available to be associated with guest profiles via the Profile screen Membership options.

Enrollment codes are then combined into enrollment groups.

You can then use enrollment codes and/or enrollment groups to configure points calculation rules that apply to members who enrolled in certain ways

Adding Membership Enrollment Groups

From the Administration menu, select Client Relations, then Membership Management, then Enrollment Groups.
Click New and enter the following details:
1. Code: Enter a code for the enrollment group.
2. Description: Enter a description for the enrollment group.
3. Sequence: Enter a number that controls the position of this code in listings. Codes without a sequence number assigned are listed in alphabetical order following codes with a sequence assigned.
4. Enrollment Codes: Select one or more Enrollment codes from the Available panel and click > to move to the Selected pane.
Click Save.

Editing Membership Enrollment Groups

From the Administration menu, select Client Relations, then Membership Management, then Enrollment Groups.
Enter search criteria and click Search.
Select the Enrollment Group in the search result, then click the vertical ellipsis Actions menu and select Edit.
Update details.
Click Save.

Deleting Membership Enrollment Groups

From the Administration menu, select Client Relations, then Membership Management, then Enrollment Groups.
Enter search criteria and click Search.
Select the Enrollment Group in the search result, then click the vertical ellipsis Actions menu and select Delete.
Click Delete to confirm.

Parent topic: Guest Loyalty Programs