Enrolling a Member¶

In this tutorial, you'll enroll two members into the loyalty program.

First, you'll enroll an anonymous member with only a loyalty ID. Then, you'll enroll another member without a loyalty ID. In a later tutorial, you'll merge the two accounts.

To enroll an anonymous member:

1. On the Member Search view, click Enroll Member. The Member Enroll dialog box opens.

2. Fill in the fields as described:

   Property Name	Property Description
   Member Type	Select Individual.
   Status	Select Active.
   Program	Select Acme Pet Loyalty Rewards.*
   Loyalty ID	Type twelve random digits.**
   Can Preview	Disabled.

   Leave the other fields blank.

   * If Acme Pet Loyalty Rewards isn't available, select another program.
   ** Make a note of the number you create. You'll use it in the Merging Member Accounts tutorial.

3. Click Submit.

To enroll a member:

1. On the Member Search view, click Enroll Member. The Member Enroll dialog box opens.

2. Fill in the fields as described:

   Property Name	Property Description
   First Name	Type Happy.
   Last Name	Type Member.
   Email	Type your email address
   Phone Number	Type your telephone number.
   Gender	Leave blank.
   Address	Type 123 Fourth St..
   City	Type Chicago.
   State	Type IL.
   Zip Code	Type 60606.
   Country	Type USA.
   Enroll Date	Leave today's date.
   Member Type	Select Individual.
   Status	Select Active.
   Program	Select Acme Pet Loyalty Rewards.*
   Loyalty ID	Leave blank.**
   Can Preview	Disabled.

   * If Acme Pet Loyalty Rewards isn't available, select another program.
   ** You'll merge these two accounts in the Merging Member Accounts tutorial.

   

3. Click Submit.

See also:

• About Member Enrollment
• Enroll a Member
• Member Enrollment Details