Contents

• Title and Copyright Information
• Preface
• 1 About This Guide
  • Audience and Scope
  • Related Guides
• 2 Set Up Loyalty Programs
  • Overview of Oracle Loyalty Programs
  • Oracle Loyalty Users and Roles
  • Design a Loyalty Program
  • Loyalty Points
  • Types of Tier Assessment Models
  • Example of Tier Assessment Using the Anniversary Model
  • Event-Driven Rewards
  • Bonuses
  • Partners
  • Partner Billing
  • Time Zones
  • Set Up Programs
    • How You Set Up Programs
    • Create a Program
    • Add Partners to Loyalty Programs
    • Define Point Types and Subtypes for Programs
    • Define a Tier Class and Tiers for Programs
    • Define Negative Point Limits for Tiers
    • Set Up Redemption Products
    • How You Set Up Event-Driven Rewards
    • Example of an Event-Driven Reward
  • Modify Programs
  • Measure Programs
• 3 Set Up Loyalty Promotions
  • Overview of Promotion Types
  • Promotion Elements
  • Attributes for Promotions
  • Actions for Promotion Rules
  • Promotions Based on Day or Time of Purchase
  • Create Promotions
    • How You Create a Promotion
    • Create a Promotion
    • Copy a Promotion
    • Create Base Promotions
    • Create Order-Based Promotions
    • Create Program-Level Attributes
    • Create Promotion-Level Attributes
    • Create Rules for Promotions
    • Create Criteria and Actions for Promotion Rules
    • Create Incentives for Enrollment Promotions
    • Set Up a Voucher Redemption Promotion
    • Activate and Deactivate Promotions
  • Examples of Criteria for Promotion Rules
    • Examples of Rule Criteria for Redemption Promotions
    • Examples of Rule Criteria for Calendar Promotions
    • Examples of Rule Criteria Based on Promotion Attributes
    • Examples of Rule Criteria Based on Member Field Attributes
    • Examples of Rule Criteria Based on Member Tier Attributes
    • Examples of Rule Criteria Based on Transaction Attributes
  • View and Download Promotions at a Glance
  • Modify Promotions
  • Create Enrollment Promotions
  • Transfer Points in Promotions
• 4 Manage Program Members
  • How You Set Up Members
  • Enroll Members in Programs
  • Add and View Employees of Company Members
  • View and Add Members to a Household
  • Add and View Company Accounts of Members
  • View Information About Members
  • View a Member's Qualifying Points
  • Create Members' Referrals
  • Assess a Member's Tier
  • Change Members' Tiers Manually
  • Give Vouchers to Members Manually
  • Create Membership Cards Manually
  • Restrict Transactions According to Membership Status
  • Merge Members
    • Overview of Merging Members
    • Results of the Member Merge
    • Results of Merged Member Attributes
    • Merge Members
  • Import and Export Member Information Using the Application
  • View a Member's Audit Report
• 5 Manage Transactions
  • Overview of Oracle Loyalty Transactions
  • Create a Transaction
  • View a Transaction
  • Expedite a Transaction
  • Redemptions
  • Voucher Redemptions
  • Household Transactions
  • Company Transactions
  • Create a Redemption Transaction
  • Create a Point Transfer Transaction
  • Transaction Cancellations
  • Set Up a Transaction Cancellation
  • Debit Points Manually as a Transaction
  • Debit Points Manually as a Promotion
  • Credit Points Manually as a Transaction
  • Credit Points Manually as a Promotion
  • Cancel a Transaction
  • Dispute a Transaction
• 6 Manage Service Requests
  • Overview of Oracle Loyalty Service Requests
  • Create a Service Request
  • Edit a Service Request
  • Manage Service Requests
• 7 Manage Group Memberships
  • Update Group Member Information
  • Set Up Group Points
  • View Group Member History
  • Delete Members in a Group
• 8 Manage Batch Processing
  • Overview of Batch Processing
  • Batch Job Types and Settings
  • Create a Batch Process
  • Basic Parameters for Batch Jobs
  • Scheduling Frequency
  • Manage Batch Processes