AudienceView Connect

Adding a Membership to an Account

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:

  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 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.
  3. Select the Entitlements tab.
    The Customer|Entitlements|Memberships page appears.
  4. Click 'Add Membership'.
    The Select Membership dialog box appears, displaying all available memberships.
  5. Click beside the name of the membership to view the available membership levels.
  6. 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.
  7. Click 'Apply'.
    A window confirms that the application updated the customer.
  8. Click 'OK'.

Select the Benefits tab to view the benefits that were added through this membership.