Memberships can be earned through any of the following means:
- Assigned manually to the account using the Customer Services application.
- The purchase of a miscellaneous item that has an associated membership.
- The purchase of a bundle that has an associated membership.
- The accumulation of points.
Since a membership can have associated benefits, when you add the membership to a customer’s account, the associated benefits are also added to the account.
To add a membership to a customer account, complete the following:
- Open the Customer Services application from the AudienceView Desktop.
The Customer|Search page appears.
- Search for and select the customer account you want to add a membership 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.
- Select the Entitlements tab.
The Customer|Entitlements|Memberships page appears.
- Click 'Add Membership'.
The Select Membership dialog box appears, displaying all available memberships.
- Click beside the name of the membership to view the available membership levels.
- Select the membership level that you want to add to the customer account.
A membership record appears with the name, level and total number of points.
- Click 'Apply'.
A window confirms that the application updated the customer.
- Click 'OK'.
Select the Benefits tab to view the benefits that were added through this membership.