Setup

When a new member management system is set up, the first thing to do is to set up a member club. The next thing to do is to define member schemes for the club. A common combination of schemes consists of bronze, silver, gold, and platinum schemes. Most or all members would start at the bottom level, the bronze scheme.

When you have defined schemes, you need to set up number series for member accounts and member contacts. There are separate number series for member accounts and contacts, because it is possible to link more than one member contact to a single member account. This arrangement provides more possibilities for club members to use their benefits.

You also need to define number series for member cards, and possibly also for member campaigns, point offers, and staff accounts.

Note: When you get to the point of defining number series, make sure that you define the range of the number series to be as large as needed.

The following table describes a sequence of tasks with links to the articles that describe them. These tasks are typical actions that must be performed to set up member clubs. The tasks are listed in the order in which they are generally performed.

To	See
Set up a member club.	How to: Create a Member Club
Set up schemes for member clubs.	How to: Create Member Schemes
Create member accounts.	How to: Create Member Accounts
Create member contacts.	How to: Create Member Contacts
Set up member points.	How to: Set Up Membership Points
Set up attributes for clubs.	How to: Set Up Club Attributes
Set up attributes for accounts.	How to: Attach Values to Account Attributes