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Channel Revenue Management
Enroll Members to a Rebate Program

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Enroll Members to a Rebate Program

Add partners, dealers, and distributors as members to a rebate program. Add Account records to a program to enroll members. Add one account at a time, or use an existing Accounts list view to enroll multiple members. You can enroll an account in multiple rebate programs. View the enrolled members on the Members related list of a rebate program record.

Required Editions

Available in: Enterprise, Unlimited, and Developer Editions that have Rebate and Accrual Management Advanced enabled.
Note
Note Ensure each member account has a value populated in the field you selected as the Source Matching Field on the Rebate Type (e.g., Account ID, Member Code). The Advanced engine uses this field to link Transaction Journals to members in Data Cloud.
  • Add a Member List
    Enroll multiple members in a rebate program. Add an Accounts list view to a rebate program through the Members related list.
  • Add a Single Member
    Add one account at a time to a rebate program and specify member details.
 
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