1. Administering Loyalty
  2. About This Guide

1About This Guide

This chapter contains the following:

Audience and Scope

If you administer or manage loyalty programs, this guide is for you. Use it to learn how to set up and maintain loyalty programs, members, and promotions.

Your customers enroll in loyalty programs to earn rewards. Loyalty promotions determine those rewards. For example, program members might earn points when they make purchases or refer other customers.

It's a good idea to create various tier levels for members, giving them incentives to earn products and services, including those from redemption partners.

You will also learn about ongoing tasks:

  • Adding and maintaining member records, both individually and in groups

  • Working with transactions and redemptions

  • Running tier assessment

  • Viewing promotions at a glance

  • Administering group points

  • Managing promotions

  • Working with Oracle Loyalty batch jobs

This guide assumes that you have the permissions to perform the various tasks.

Note: If you want to know more about best practices to help you improve performance in Oracle Loyalty, familiarize yourself with the Understanding Import and Export Management for CX Sales and B2B Service guide, and also Oracle Sales Cloud Optimizing Performance (Document 2420396.2) available on My Oracle Support.

Related Topics

Related Guides

Let's look at some of the other guides that can help you implement, maintain, and use Oracle Loyalty.

You can find these and other Oracle Loyalty guides on the Oracle Loyalty Help Center. A full list of Oracle application guides are available on Oracle Help Center, and additional Oracle Loyalty learning resources are available in the application online help, and in Oracle University..

Use these guides to complement your Oracle Loyalty administration.

Guide Title Description

Implementing Loyalty

This guide describes how to define essential elements of your Oracle Loyalty implementation, mostly member and transaction offerings. For example, member status values, groups, or classes, and parameters to limit the number of member groups or levels.

Extending Loyalty

This guide describes how to extend various home pages and objects, such as members, transactions, programs, and redemption products.

Creating and Administering Analytics and Reports for Loyalty

This guide helps administrators and program managers to create, modify, and administer Oracle Loyalty analytics. You can edit the existing Oracle Loyalty analytics that come with the application, and also build new analytics and subject areas.

Securing Loyalty

This guide describes how to enable user access to Oracle Loyalty functions and data. Oracle Loyalty uses permissions and role-based access to application objects and functionality. Some security tasks are necessary only when you first implement Oracle Loyalty. But, you can do most tasks at any time and as new requirements emerge.

Related Topics