• Standard Membership

  In a standard membership, the point account set is exclusive to the member. Qualifying points are earned towards an upgrade of the member's tier, and redeemable points can be redeemed for products or services.

   Example

  Michael Adams is a Platinum card holder (that is, he is in the Platinum tier) in a particular loyalty program. He has earned nearly 20,000 miles for flights made this year, and earned special points for the Valentine's Day promotion offered by the airline. He has earned nearly enough qualifying points to be upgraded to the Diamond tier. He can redeem his non-qualifying points for goods or services from a catalog.

  End of the example.

• Shared Account Membership

  In a shared account membership, members may belong to different tiers in the loyalty program, but the point account set is shared between members. Qualifying points are specific to each user because they may be in different tiers, but redeemable points are pooled and can be redeemed for products or services by any member.

   Example

  Katrin Bauer and John Miller are good friends. Katrin is a Silver card holder in the World Flyer Plus program, and John is a Platinum card holder in the Senator program. The miles, points, and so on, that both of them earn go into the same point account set. Katrin and John earn their own qualifying points towards upgrades, but they share non-qualifying points, which can be redeemed by either of them.

  End of the example.

• Group Membership

  In a group membership, the members belong to the same tier in the loyalty program and share the same point account set. Qualifying points and redeemable points are pooled and can be redeemed for products or services by any member.

   Example

  The Moore family has a family card for a loyalty program. All point types earned by any member of the family go into the same point account set, and can be redeemed by any member of the family.

  End of the example.

  Memberships can be split and merged as required.

• Anonymous Memberships

  If a temporary card is used the first time triggered by a member activity, a membership of type Anonymous Membership is created including a point account, dynamic attributes, and so on. Anonymous memberships do not have any information of the member. When the member registers for the first time, the anonymous membership then is converted to a normal membership as defined in the loyalty program. You can search for anonymous memberships from the list of memberships. You can edit and convert an anonymous membership to a standard membership.

• Organization memberships

  You can create a membership for personal use or for business use. For example, John can be a member of a loyalty program as an individual and enjoy the benefits. But, if John opts for a business membership and specifies Organization while creating the membership, the organization name is considered as the contact of John in the Loyalty Program.

In addition to the different types of memberships, the following features are available:

• Point Account Set

  A point account set is the set of all point accounts for a particular membership type, where a point account is the balance of points of a specific point type. Point accounts can expire after a specified expiration date, or after a specified period of inactivity.

  Point types include the following:

  • Qualifying points, which are earned towards a tier upgrade

  • Redeemable points, which can be transferred or merged, and can be redeemed for services or goods from a catalog

  Points are processed against the rules you defined, and result in actions (such as change tier, update attributes, redeem points).

  Customers can implement their own actions. Processing can happen either online or in batch mode.

• Dynamic Attributes

  You use dynamic attributes to track member behavior in the context of reward rules or your loyalty program, and to trigger member activities, for example, to change a member's tier when the member has earned sufficient points. Depending on the membership activity type, you can specify certain attributes.

• Membership Cards

  A membership card is created by default during creation of a membership.

  Each member of a membership holds a membership card, which reflects the program and tier to which the card holder belongs. Membership cards can have different statuses, for example, lost or stolen, depending on information provided by the CRM customer, either by using Web Self-Services or Interaction Center.

  Customers can create an external card number, for example, to support different standard codes. In member activities, the external card number can be used to identify a member.

• Outbound Correspondence

  Outbound correspondence is used to inform members of a loyalty program about the various changes to their membership. An outbound correspondence is triggered by a standard event.

   Example

  Adding a new member to a membership is a standard event that is triggered when a new member is added to a group membership. Here, the new member and the main member have to receive intimation about the event. This information is communicated in the form of an outbound correspondence message, which can be an e-mail.

  End of the example.

  You can assign mail form templates to defined events for electronic channels such as E-mail and Short Messaging Service (SMS). You can carry out direct and batch execution of outbound correspondence. In direct execution, the outbound correspondence, which can be a mail, is directly sent to the member when an event is triggered. You can also collect outbound correspondence and schedule them to be sent out on a periodic basis.

  You can now use additional mail form attributes related to memberships, point balance, cards, loyalty program, and tiers.

• Account duplicates

  You can check for duplicate accounts and determine how memberships of those accounts are to be handled. When duplicate accounts are merged, the memberships that the business partner possesses are merged. Along with merging of memberships, the related objects such as tiers, cards, dynamic attributes are merged.

• Follow-up documents

  You can create follow up documents memberships like E-mail, business activity, appointments, and so on. These follow-up documents are displayed on the assignment block Transaction History in the membership overview page.

• Campaign related membership creation

  You can create memberships or trigger member activities through campaigns. When a membership is created, a campaign code is associated to the membership. This results in a member activity of type registration. A member activity of type ‘registration’ can result in a registration bonus, if the reward rules are set up in the loyalty program for registration bonus.

• Nominate memberships

  You can as a member nominate another member to the membership. The ‘Nominations’ assignment block on the ‘Membership’ overview page displays the details of memberships, which are nominated by the current membership.

  For example, Membership M1 nominates Membership M2. Membership M1 nominates Membership M3. On the ‘Membership’ overview page of Membership M1, Memberships M2 and M3 are displayed.