Overview of Oracle Loyalty Implementation

Let's look at what you need to start an implementation of Oracle Loyalty.

First, you need a user with the Application Implementation Consultant role (ORA_ASM_APPLICATION_IMPLEMENTATION_CONSULTANT_JOB). Here's why it's important. In Oracle Loyalty, the Application Implementation Consultant is responsible for opting into the offerings applicable to your business requirements. This person manages enterprise-wide implementations. Also, this role collaborates with specific application administrators to implement consistent enterprise application setup. This includes architecture, information, rules, and access to all setup tasks across all products.

For more information on this role, see Securing Applications.

Next, before you implement Oracle Loyalty members and transactions, you must set up and configure loyalty programs, partners, and promotions.

For more information on setting up Oracle Loyalty, specifically managing the opt-in and setting up your offerings, see Oracle CX Using Functional Setup Manager.

Oracle Loyalty Offering

You use the Oracle Loyalty offering to create dynamic, cross-industry loyalty programs that drive customer initiatives with promotions and rewards. Examples of these are:

• Airlines' frequent-flyer programs

• Retailers' frequent shopper programs

• Hotels' frequent guest programs

It's a good idea to determine who your best customers are and how you want to affect their behavior. To do this, you must research and analyze your business requirements. For example, in Oracle Loyalty you design a loyalty program that encourages members to use a specific communication channel instead of more traditional channels. This could be persuading more customers to use social media, instead of them contacting your company call center.

Here are the main functional areas of the loyalty offering. For the full list of functional areas and features in this offering, use the Associated Features report.

For more information on the Associated Features report, the information in it, and how to access it, see Oracle CX Using Functional Setup Manager.

Functional Area	Description
Loyalty Members	Here you can create, review, and define specific elements of your loyalty program in relation to your enrolled members. Let's say you want to change your program to limit the number of loyalty member groups, or maybe you want to increase the number of membership levels that are available.
Loyalty Transactions	Here you can create, review, and define specific elements of your loyalty program in relation to your enrolled members' transactions. You might want to use these actions to change your program to encourage members to use specific airports, or to buy specific air fares.