1. Implementing Loyalty
  2. Implement Loyalty Transactions

4Implement Loyalty Transactions

This chapter contains the following:

Loyalty Transaction 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' transactions. For example, you may want to change your program to encourage members to use specific airports, or to buy specific air fares.

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

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

    You see the available tasks in the Loyalty Transactions pane.

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

    • To show 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 loyalty transactions.

  • Manage Loyalty Transaction Zone

    Use this task to define airline zone. For example, an economy class ticket with an American airline from New York to Chicago is worth 100 points, however, an economy class ticket with a European airline from London to Paris is worth 50 points.

  • Manage Loyalty Transaction Airport

    Use this task to define airports. For example, originating flights from a specific airport in New York are eligible to earn the member 100 points; however, originating flights from another specific airport in Paris is worth 50 points.

  • Manage Loyalty Transaction Travel Class

    Use this task to define travel class. Typical values are Economy, Business, or First Class.

  • Manage Loyalty Transaction Fare Type

    Use this task to define the type of fare purchased. Typical values are Economy, Business, or First Class.

  • Manage Loyalty Transaction Channel

    Use this task to define transaction channels. For example, transactions completed on a company Web site are eligible to earn 100 points, however transactions completed with a sales representative are eligible to earn 250 points.

  • Manage Loyalty Transaction Travel Booking Class

    Use this task to define travel booking class. For example, typical values are Economy, Business, or First Class.

  • Manage Loyalty Transaction Payment Type

    Use this task to define the transaction payment types. For example, debit card transactions earn a member 100 loyalty points, however credit card transactions earn a member 250 loyalty points.

  • Manage Loyalty Transaction Source

    Use this task to define the transaction sources. For example, transactions originating from a Point-Of-Sale earn a member 100 loyalty points, however transactions originating from the company Web site earn a member 250 loyalty points.

  • Manage Loyalty Transaction Social Action Type

    Use this task to define members' social media actions. For example, members who comment on the company Facebook page are eligible to earn 100 points, however members who purchase the product on company Facebook page are eligible to earn 250 points.

  • Manage Loyalty Transaction Fare Basis

    Use this task to define travel booking class. Typical values are Economy, Business, or First Class. This task is specific to airline loyalty programs.

  • Manage Loyalty External Product Type

    Use this task to manage the product associated with your transaction.

  • Manage Loyalty External Product Line

    Use this task to manage the product line of the product associated with your transaction.

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

Related Topics

Manage Loyalty Transaction 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' transactions. For example, you may want to change your program to encourage members to use specific airports, or to buy specific air fares.

Here's how you define your loyalty program in relation to your member's transactions:

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

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

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

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

  4. Click the loyalty transaction 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.