1. Administering Loyalty
  2. Results of the Member Merge

Results of the Member Merge

When you complete a member merge, data from all selected records are merged into the remaining record as follows:

  • Points. Oracle Loyalty adds up the Available, Lifetime and Qualifying Points of all members, and it gives the total to the remaining member.

  • Last Transaction. Oracle Loyalty compares the dates when the last transaction was processed for all members, and it uses the latest date as the last transaction of the remaining member.

  • Transactions, Vouchers, and Membership Cards. Oracle Loyalty gives the transactions, vouchers, and membership cards of all the members to the remaining member. Oracle Loyalty combines the transaction history of all the members into a single transaction history.

  • Tiers. Oracle Loyalty allows the remaining member to retain the highest tier or the two tiers. In addition, the member's tier is recalculated based upon the new combined point total at the next regularly scheduled tier recalculation.

  • Tier History. Oracle Loyalty gives the combined tier histories of all the members to the ing member. This means that the tier history shows overlapping tiers in the same tier class for the same date.

  • Contact-Level Information. For information stored at the contact level, then the following conditions apply:

    • If the same contact was used for all memberships, then Oracle Loyalty keeps the remaining member's information.

    • If different contacts were used and these are individual memberships, then Oracle Loyalty keeps the remaining member's information.

  • Enrolled Promotions. All enrolled promotions are combined.

  • Member Attributes. During the member merge process, member attributes are merged, however member field attributes aren't. For more information, see the topic Results of Merged Member Attributes.

  • Incentive Choices. In the event where different incentive choices are selected in a promotion enrollment, then the data is merged as follows:

    • If the remaining member has enrollments, then the most recent incentive choice of the remaining member's most recent enrollment is selected.

    • If the remaining member has no enrollments, then the most recent incentive choice among the other deactivated members' enrollments is selected.

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