View and Add Members to a Household

Oracle Loyalty lets you create a member of type Household to pool earned points of individual members belonging to the same family or community, and redeem the points according to the objectives of the household only.

Membership in a household allows individuals, also called child members, to choose whether their earned points (qualifying and non-qualifying) roll up to the household or accrue to the individual member only. This provides the flexibility to retain accrued points for personal use or release the points for group use.

Note:

When you select the Accrue to Household option for a member, all points accrued roll up only to the household, with no option for partial assignment of points to both member and household.

Once you associate an individual member to a household and set the option to accrue points to the household, all existing points will remain with the individual, but the points earned after the association will roll up to the household. Qualifying points and lifetime points display for both the individual and household members, but accrue to the household.

A child member can't already be a member of another household.

You can add members to a household in two ways:

• For a household member, either select individual members to associate with the household, or create new members to automatically activate and associate with the household.

• For an individual, choose a household to join, and set the option to accrue points to the household.

To add individual members to a household

1. Open Loyalty Members.

2. Associate individual members at either the household or individual level:

   • Household - Search for the name of the household member, and then click the Individuals icon. Search for and select individual program members. If a member doesn't yet exist, click the Add Individual button and enter the required details. Specify the start date if you don't want to use the system date. Then go to the member page for each individual member, and set the Accrual to Household option.

   • Individual - Search for the name of the individual member that you want to add to the household. On the Edit Member screen, select the name of the household to join, and set the Accrual to Household option.

To view a list of members in a household

1. Open Loyalty Members.

2. Search for the household.

3. Click the Members icon.

To change point accrual back to the individual member

1. Open Loyalty Members.

2. End point roll-up at either the household or individual level:

   • Household - Search for the household member, click the Members icon, and then specify an end date to expire point roll-up for the individual.

   • Individual - Search for the individual member, and then remove the Accrual to Household option.

Note:

When you set the Accrue to Household option, 100% of points roll up to the household; there's no option to partially roll up points.