AudienceView Unlimited 7  Product Guides

Since a membership can have associated benefits, when you add the membership to a customer, the associated benefits are also added.

To add a membership to a customer:

1.Open Customer Services from the Desktop.
The Customer|Search page appears.

2.Search for and select the customer you want to add a membership to.
If you selected the default contact, the Customer|Basic page will appear, otherwise the Customer|Advanced page will appear.

3.Select Memberships from the Entitlements tab.
The Customer|Entitlements|Memberships page appears.

4.Click 'Add Membership'.
The Add Membership dialog box appears, displaying all available memberships.

5.Select the radio button next to the membership that the you want to assign to the customer.
If the membership has levels, they will be displayed in the 'Add Membership with Level' dropdown.

6.If you want to add the membership with a level:

a.Select the 'Add Membership with Level' radio button.

b.Select the membership level that you want to assign from the 'Add Membership with Level' dropdown.

7.If you want to add a membership with a certain number of points:

a.Select the 'Add Membership with Points' radio button.

b.Enter the number of points that you want to add to the membership in the 'Add Membership with Points' field.

8.Optionally, enter a reason why the membership/points are being added in the 'Comments' field.

9.Click 'Add'.
The window closes and the points are added to the membership

10.Click 'Apply'.
A window confirms that the customer was updated.

11.Click 'OK'.

To add ad hoc points to a customer's membership:

1.Open Customer Services from the Desktop.
The Customer|Search page appears.

2.Search for and select the customer you want to add a membership points to.
If you selected the default contact, the Customer|Basic page will appear, otherwise the Customer|Advanced page will appear.

3.Select Memberships from the Entitlements tab.
The Customer|Entitlements|Memberships page appears.

4.Click 'Add Points'.
The Add Points dialog box appears.

5.Select the membership to which you want to add points.
Only the memberships that the customer currently holds are displayed.

6.Enter the number of points that you want to add to the membership in the 'Points' field.

7.Enter a reason why the points are being added to the membership in the 'Comments' field.

8.Optionally, you can assign the points to a specific event, bundle, miscellaneous item or gift by selecting the appropriate item from the 'Related Activity' dropdown.
Once a 'Related Activity' has been selected, another field will appear to the right.

9.Click to search for and select the appropriate item. The search fields available depend on which 'Related Activity' was selected.

10.Click 'Add'.
The window closes and the points are added to the membership

11.Click 'Apply'.
A window confirms that the customer was updated.

12.Click 'OK'.

To remove ad hoc points from a customer's membership:

1.Open Customer Services from the Desktop.
The Customer|Search page appears.

2.Search for and select the customer you want to add a membership points to.
If you selected the default contact, the Customer|Basic page will appear, otherwise the Customer|Advanced page will appear.

3.Select Points from the History tab.
The Customer|History|Points page appears.

4.Click the next to the entry that you want to delete.
A warning appears: Deleting points will recalculate the membership and could result in the customer losing benefits or the membership. Continue?

5.Click 'OK'.
A window confirms that the customer points were updated.

6.Click 'OK'.

You can delete a membership from a customer as long as the membership is not in use.

Deleting a membership does not delete any associated passes, but will delete any associated benefits.

To delete a membership from a customer:

1.Open Customer Services from the Desktop.
The Customer|Search page appears.

2.Search for and select the customer you want to delete a membership from.
If you selected the default contact, the Customer|Basic page will appear, otherwise the Customer|Advanced page will appear.

3.Select Memberships from the Entitlements tab.
The Customer|Entitlements|Memberships page appears.

4.Select the check box beside the membership that you are removing.

5.Click 'Apply'.
A window confirms that the customer was updated.

6.Click 'OK'.