3Work with Loyalty Infolets

This chapter contains the following:

• Set Up the Loyalty Page Analytics

• About the Loyalty Infolet Pages

• Enable the Loyalty Infolet Pages

Set Up the Loyalty Page Analytics

Loyalty administrators enable the loyalty pages on the Set System Options page. You can enable as many pages as you want, up to a total of five. Once you have enabled the pages, you can add analytics by navigating to the Loyalty Page from the white dots on the home page. You can complete the tasks in this section by creating and making changes in your sandbox. For more information about sandboxes, see Oracle CX Sales - Creating and Administering Analytics.

Enable the Loyalty Pages

Enable the loyalty pages by adding a check mark next to the pages you want available.

To enable the loyalty pages:

1. Open Tools, and then select Structure.

2. Select Set System Options.

3. On the Set System Options page, check the box next to the pages you want visible.

4. Click Save and Close.

Add Content to the Loyalty Pages

Add analytics to your loyalty pages in Edit Pages.

To add content to your loyalty page:

1. On the Loyalty page, click the field beside your user name, and select Edit Pages.

   Note: You must be in a sandbox.

2. Select Job Role, and then select the role to which your change should apply.

   Any analytics you add in this context apply only to the role you define here.

3. Click OK.

4. Click Change Layout.

5. Select a layout.

6. Click Add Content and Open, and then navigate to BI and highlight an analytic to add.

7. Select OK.

• Oracle CX Sales - Creating and Administering Analytics

About the Loyalty Infolet Pages

On the Loyalty Infolet pages, each loyalty role has a set of prebuilt analytics that administrators enable. If you add personalized roles, then you must enable the Loyalty Infolet page for each new role.

The following table shows the infolets that are available by default for the loyalty marketing manager and loyalty program administrator roles.

Loyalty Infolet	Description
Active Members	This infolet provides the total number of active members across all loyalty programs.
Member Churn Rate	This infolet provides the member churn rate across all loyalty programs for the last month.
Member Growth Rate	This infolet provides the member growth rate across all loyalty programs for the last month.
Total Membership	This infolet provides the total number of members across all loyalty programs.
Total Liability	This infolet provides the total liability of all loyalty programs for the implementing organization.

For more details on configuring the infolets, see Oracle CX Sales - Creating and Administering Analytics.

In addition, the infolets in the following table are available by default as embedded analytics in the Member Detail page for the loyalty marketing manager and loyalty program administrator roles.

Loyalty Infolet	Description
Number of Available Vouchers	This infolet provides the number of vouchers available to be redeemed and indicates how quickly and effectively vouchers are being utilized by the member.
Number of Referrals	This infolet provides the number of members referred by the member in of the program up to the current date. It indicates the effectiveness of the referral promotions and the involvement of the member in the member's activity in creating a member network.

For more details on creating and editing infolets that are embedded, see Oracle CX Sales - Creating and Administering Analytics.

• Oracle CX Sales - Creating and Administering Analytics

Enable the Loyalty Infolet Pages

You enable the Loyalty Infolet Page for each individual loyalty role in your organization.

To enable the Loyalty Infolet Pages:

1. Open Tools, and then select Structure.

2. In Structure, select Set System Options.

3. In Set System Options select Social Panel and Loyalty Infolets.