3Implement Loyalty Members

This chapter contains the following:

• Loyalty Member Tasks

• Manage Loyalty Member Tasks

Loyalty Member Tasks

Let's say the Loyalty Manager has already set up loyalty program and promotions. Next, you can get started on creating, reviewing, and defining specific elements of your loyalty program in relation to your enrolled members. For example, you may want to change your program to limit the number of loyalty member groups or you may want to increase the number of available membership levels.

1. Open Setup and Maintenance and select Customer Loyalty from the Setup menu.

2. In the Functional Areas list, click Loyalty Members.

   You see the available tasks in the Loyalty Members pane.

   • To see all tasks, select All Tasks from the Show menu.

   • To see all required tasks, select Required Tasks from the Show menu.

   • To review a task, click the task name.

Here are the tasks that the Loyalty Program Administrator can do in relation to enrolled Oracle Loyalty members.

• Manage Loyalty Member Relationship Type

  Use this task to define loyalty member relationship types. Typical values are Spouse, Child, and Referral.

• Manage Loyalty Member Group

  Members can change membership group, either by earning a specified number of qualifying points, or by meeting certain criteria within a specified time. Use this task to define loyalty member groups. Typical values can be Domestic Leisure Traveler, International Leisure Traveler, Frequent Business Traveler, and Infrequent Business Traveler.

• Manage Loyalty Member Class

  Use this task to define member classifications. Typical values can be Agency, Salesperson, or Primary Distributor.

• Manage Loyalty Member Phase

  Members can change membership phase, by earning a specified number of qualifying points, or by meeting certain criteria within a specified time. Use this task to define loyalty member phases within the loyalty program. Typical phases are Gold - Phase 1, Gold - Phase 2, Platinum - Phase 1, and Platinum - Phase 2.

• Manage Loyalty Member Status

  Use this task to define member statuses within the loyalty program. Typical values are Active, Inactive, Canceled, and Merged.

• Manage Loyalty Member Voucher Status

  You can design your loyalty program to assign vouchers to loyalty members that members can then redeem within the loyalty program. Use this task to define voucher statuses within the loyalty program. Typical values are Expired, Used, Closed, or Available.

• Manage Loyalty Member Voucher Basis

  You can design your loyalty program to assign vouchers to loyalty members that they redeem within the loyalty program. Use this task to define how loyalty vouchers can be assigned within the loyalty program. Typical values are Redemption, Accrual, or Tier Reward.

• Manage Loyalty Membership Card Type

  Use this task to define the specific membership card types available to your loyalty program members. Typical values are Gold, Silver and Platinum.

• Manage Loyalty Membership Card Status

  Membership cards can change status, depending on members' activity or inactivity. Use this task to define the available statuses of membership cards. Typical values are Active, Stolen, Expired, or Closed.

• Manage Tier Change Reason Code

  Members can change tier statuses, either by earning a specified number of qualifying points, or by meeting certain criteria within a specified time. Use this task to define the codes used to update member tier levels within your loyalty program. For example, you can assign the reason for changing the Tier such as Retention, or Strategic Customer.

• Manage Status Change Reason Code

  Members can change membership status, depending on membership activity or inactivity. Use this task to define the reason codes used for updating membership statuses within your loyalty program. For example, you can assign a specific reason code such as Canceled, Expired, or Payment Pending.

For more information about importing loyalty members, see the Import and Export Management for Loyalty and Understanding Import and Export Management for CX Sales and B2B Service guides.

• Import and Export Management for Loyalty

• Understanding Import and Export Management for CX Sales and B2B Service

Manage Loyalty Member Tasks

After the Loyalty Manager has set up loyalty program and promotions, you're ready to create, review, and define specific elements of your loyalty program in relation to your enrolled members. For example, you may want to change your program to limit the number of loyalty member groups or you may want to increase the number of membership levels that are available.

Here's how you define your loyalty program in relation to your enrolled members:

1. Open Setup and Maintenance and select Customer Loyalty from the Setup menu.

2. In the Functional Areas list, click Loyalty Members.

3. In the Loyalty Members pane, select All Tasks.

   A list of all available tasks relating to loyalty members appears.

4. Click the loyalty member task you want to update.

5. (Optional) Edit the Meaning, Description, or Tag fields for your Lookup Type.

   Note: All Oracle Loyalty lookups start with: ORA_LOY

6. (Optional) In the Lookup Codes table, from the Action menu, select New to add an item to the list of valid values.

7. (Optional) In the Lookup Codes panel, edit the Display Sequence, Enabled, Start Date, End Date, Meaning, or Description fields.