1 Gift and Loyalty FAQ

This section introduces key Gift and Loyalty concepts and answers frequently asked questions.

• What is Gift and Loyalty?
  
• What are Programs and Rules?
  
• What is the Workflow for Creating a Program?
  

What is Gift and Loyalty?

Oracle MICROS Gift and Loyalty is an enterprise Customer Relationship Management (CRM) solution that supports the following capabilities:

• Account Administration for issuing or pre-activating new accounts, managing existing accounts, and reviewing customer changes.

• Gift Payment and Loyalty (GPL) card program that supports loyalty and reward capabilities, such as with gift, payment, and loyalty accounts. These accounts are typically associated with a stored value card or loyalty card that the customer uses at the point of sale.

• Coupon Administration for issuing coupons to account holders.

In conjunction with third-party sales marketing and campaigning products, Gift and Loyalty provides campaigning functionality for creating, uploading, and distributing promotional materials.

What are Programs and Rules?

Gift and Loyalty programs are a set of rules that define how a group of accounts and cards function online and at the Point-of-Sale. Program types include gift cards, meal, loyalty, awards (such as through stored value loyalty cards), and credit. Each program is tracked and reported separately. The following image shows a hierarchy of rules for a program:

Figure 1-1 Program Rule Hierarchy

What is the Workflow for Creating a Program?

Creating a program consists of the following workflow:

1. Create a card rule.

2. Create a program and assign a card rule to the program.

3. When applicable, add eligibility rules to the program.

4. When issuing or using Gift and Loyalty coupons as a reward, add coupon types.

5. Add loyalty rules.

6. When using Gift Cards, Stored Value, or Award programs:

   1. To limit the payment days or menu items, add redemption rules.

   2. To allow additional value to be added at no charge to the purchaser, add stored value bonus rules.

7. Link the rules to the program.

8. In the Point-of-Sale application, link the tenders, service charges, discounts, or menu items to be used by Gift and Loyalty programs.