Enroll Members in Programs

When you enroll a member in a program, the member is automatically enrolled in all active promotions in the program. The member is automatically in the program's default tier. Program managers and administrators can add members to enrollment-required promotions as well.

Enrollment is often done in the customer-facing application, rather than in Oracle Loyalty. To make this possible, you must use the REST API to integrate Oracle Loyalty with the customer-facing application.

Loyalty programs have the following types of members:

• Individual. People join programs on their own behalf and make purchases themselves to earn points. This type of membership supports business-to-consumer promotions.

• Household. You can create a Household member, and then associate individual members with the household. A Household member provides a way to roll up points earned by individual members of a household as a family or community.

• Company. Companies join programs. When employees of the company make purchases, they can earn points for the company and for themselves. This type of membership supports business-to-business promotions.

To enroll a member in a loyalty program

1. Open Loyalty Members.

2. On the member screen, click Create Member and complete the necessary fields:

   • Individual. To create an individual member, choose Individual in the Type field and choose an existing Contact or create a new Contact.

   • Household. To create a household, choose Household in the Type field, then select a primary contact, specify a household name, and specify the address details.

   • Company. To create a company member, choose Company in the Type field, choose an existing Account in the Account field or create a new Account, and choose your primary contact at the account in the Contact field. In addition, in the Accrual Type field, choose one of the following:

     • Individual Only. Select this if you want only employees to be able to earn points.

     • Both. Select this if you want both employees and the company to earn points.

     Note:

     In addition to choosing the value in the Accrual Type field, you must create the promotions that award points to the employee and optionally to the company.