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EncartaLabs

Siebel Loyalty

( Duration: 2 Days )

In Siebel Loyalty training course, you will learn to create and configure a loyalty program, including how to create and support loyalty point types and manage loyalty tiers. You will learn to design, implement, and test promotions. You will learn to register and qualify loyalty partners, define partner terms, specify partner products, and organize products in catalogs.

By attending Siebel Loyalty workshop, delegates will learn to:

  • Create loyalty program point types
  • Describe the role of the different Siebel Loyalty applications
  • Create a loyalty program
  • Create and test loyalty promotions
  • Create loyalty program tier classes, tiers, and tier promotions
  • Create base and accrual promotions
  • Configure redemptions in Siebel Loyalty
  • Create loyalty products and catalogs
  • Configure Siebel Loyalty member services
  • Configure Siebel Loyalty server components and parameters
  • Use Siebel Loyalty Web services

  • Basic Windows navigation and file management skills

This Siebel Loyalty class is intended for:

  • Administrators
  • Business Analysts
  • Application Developers
  • Project Managers

COURSE AGENDA

1

Introducing Siebel Loyalty

  • Defining key Siebel Loyalty terms
  • Identifying important Siebel Loyalty entities
  • Describing three Loyalty applications
2

Creating Loyalty Programs and Points

  • Creating a loyalty program record
  • Creating loyalty point types
3

Creating Loyalty Promotions

  • Describing the components of a loyalty promotion
  • Designing promotion rules
  • Creating and testing a loyalty promotion
4

Administering Loyalty Partners

  • Configuring Siebel Loyalty for partner operations
  • Creating partner users
  • Describing a scenario of a partner using Siebel Loyalty Partner Portal
  • Performing administrative tasks to support loyalty partners
5

Creating Loyalty Programs: Tiers

  • Creating loyalty tier classes and tiers
  • Defining tier promotions for each tier
6

Setting Up Accruals

  • Describing the roles of accrual and base promotions
  • Creating a base promotion
  • Creating accrual promotions
7

Configuring Redemptions

  • Setting up airline and non-airline redemptions
  • Managing redemption packages, vouchers, point loans, and points-to-pay conversion
8

Loyalty Products and Catalogs

  • Creating loyalty products
  • Creating a catalog and categories for loyalty products
9

Administering Member Services

  • Describing loyalty member enrollment
  • Performing member enrollment and services
  • Implementing a member service using an admin promotion
10

Configuring Siebel Loyalty

  • Configuring Siebel Loyalty server components
  • Optimizing Siebel Loyalty performance with server keys and system preferences
  • Modifying lists of values to meet business requirements
  • Adding employees as Siebel Loyalty users
11

Siebel Loyalty Web Services

  • Describing Siebel Loyalty Web services
  • Publishing a Siebel Loyalty inbound Web service

Encarta Labs Advantage

  • One Stop Corporate Training Solution Providers for over 6,000 various courses on a variety of subjects
  • All courses are delivered by Industry Veterans
  • Get jumpstarted from newbie to production ready in a matter of few days
  • Trained more than 50,000 Corporate executives across the Globe
  • All our trainings are conducted in workshop mode with more focus on hands-on sessions

View our other course offerings by visiting https://www.encartalabs.com/course-catalogue-all.php

Contact us for delivering this course as a public/open-house workshop/online training for a group of 10+ candidates.

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