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Procedure documentationSplitting and Merging of Memberships

 

Splitting a membership also requires splitting of the account – this is necessary, for example, in the event of a divorce. In each case of a split, a separate standard membership is created.

It may also be necessary to merge memberships, for example, as the result of a new company travel policy.

For any merge or split of a membership, the approval of all members is necessary.

Prerequisites

In Customizing for Customer Relationship Management, you have defined a split ratio for the points split between point accounts, by choosing Start of the navigation path Loyalty Management - Execution Next navigation step Memberships Next navigation step Define Membership Settings End of the navigation path.

Procedure

  • To merge a membership, proceed as follows:

    1. Use the membership search to navigate to and select the first membership that you want to merge.

    2. Under More, click Merge Membership.

      The Membership: Merge page appears.

      You see the data of your selected membership under General Data: Prime Membership. Unless you specify otherwise, the membership ID of the prime membership becomes the membership ID of the merged membership.

    3. Under General Data: Secondary Membership, use the dropdown list to select the ID of the membership to be merged with the prime membership. The other general data is filled automatically.

    4. If you want to create a new membership from the two that you want to merge. Under Result Membership Options, select Create New. From the Result Membership Type dropdown list, select the membership type for the new membership.

      Note Note

      This feature is grayed out when the new membership can only have the same type as the prime membership. For example, a merge involving a group membership as the prime membership can only be a group membership, so no change is possible.

      End of the note.

    5. Click Merge.

  • To split a membership, proceed as follows:

    1. Use the membership search to navigate to and select the first membership that you want to split.

    2. Under More, click Split Membership.

      The Membership: Split page appears.

      You see the data of your selected membership under Origin Membership.

    3. Under New Membership, use the dropdown list to select the member and split rule. For the latter, the split refers to the percentage of redeemable points. For example, 90/10 means that 90% of the redeemable points remain with the origin membership and the other 10% go to the new member that is created by the split.

    4. Click Split Membership.

In the event of errors occurring during a split or merge, an error message appears and the procedure halts.