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.