AudienceView Connect

Adding a Benefit to an Account

To manually add benefits to a customer account, complete the following:

  1. Open the Customer Services application from the AudienceView Desktop.
    The Customer|Search page appears.
  2. Search for and select the customer account you want to add a benefit to. For more information, refer to Searching for a Customer or Contact.
    If you selected the default contact, the Customer|Basic page will appear, otherwise the Customer|Advanced page will appear.
  3. Select the Entitlements tab.
    The Customer|Entitlements|Memberships page appears.
  4. Select the Benefits tab.
    The Customer|Entitlements|Benefits page appears.
    You can only add a benefit to an existing customer account. You cannot add a benefit to a new customer account that has not been saved.
  5. Click 'Add Benefit'.
    A new blank record will display with editing shown in the 'del?' column and Ad Hoc in the 'Membership' column. Ad Hoc indicates that the benefit is being added manually. A new section will also display to allow you to add the new benefit.
  6. Enter the benefit details into the applicable fields.
    For more information, refer to Customer Services - Customer|Entitlements|Benefits.
  7. Click 'Apply'.
    A window confirms that the application updated the customer.
  8. Click 'OK'.