2Configure Oracle Loyalty Cloud
This chapter contains the following:
Preface
This chapter describes the tasks required for configuring the rewards program for Oracle Loyalty Cloud. For information on setting up your Oracle Loyalty Cloud program, see the Oracle Loyalty Cloud Administering Loyalty Guide.
Oracle Loyalty Cloud Setup
A loyalty program is created by the loyalty manager, creating a record and entering general information about the program.
When the loyalty program is defined, the loyalty manager adds business partners who participate in this program. Later, when transactions are created that use the program, you can choose the business for the transaction from partners you added here.
When you set up a loyalty program, you must define the point types available for the program, whether there are multiple types or just one. You can also define point subtypes. While creating a new program, the loyalty manager defines tier classes and tiers for the program.
Next you define program-level attributes to use for creating promotion rules. The attributes you create at the program level are available for all promotions for the program. You can also create attributes that are promotion-specific when creating a promotion. Before you can modify a Loyalty Program, you must deactivate it. After you reactivate the program all changes are available to users.
For details on setting up Oracle Loyalty Cloud, see the Oracle Loyalty Cloud Administering Loyalty Guide.
Oracle Loyalty Cloud Rewards Programs
In a loyalty rewards program, you can define and implement one or more loyalty programs, or reward strategies. It typically includes point types, tiers, attributes, products, accrual and redemption rules, and promotions.
For this integration, let's assume the loyalty rewards program you're integrating with Oracle Responsys Marketing Platform Cloud Service includes the following parameters:
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Primary (first use) bonus
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Free upgrade
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Tier bonus
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Redemption
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Qualifying Rewards
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Points for money spent
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Enrollment bonus
Set Up the Oracle Loyalty Cloud Rewards Program
You'll need to set up your loyalty program as described here. If you need more information on setting up an Oracle Loyalty Cloud rewards program, see the Oracle Loyalty Cloud Administering Loyalty Guide.
To set up the Oracle Loyalty Cloud rewards program:
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Create the products by navigating to the Sales and Products screen.
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Click the Create Product button, and complete the necessary fields.
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Repeat the previous step to create all the products you want.
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Assign the root Product Group so that it can be used by Oracle Loyalty Cloud and assign its usage to Oracle Loyalty Cloud.
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Navigate to Manage Product Group Usage and associate the redemption products that you created with the product group that you want to use to hold redemption products.
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Navigate to Manage Product Groups and select the root product group, and then click Lock.
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Click the Products tab and add new records to the list products list and select the redemption products that you created, and then click Save.
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Click the Publish button to allow Oracle Loyalty Cloud to use the updated product group and associate the products created earlier with a loyalty program as redemption products.
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Navigate to the loyalty programs screen, and click the program you want, and then click the Redemption Products icon.
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In the Redemption Products screen, click Add to add a new record, select the redemption product in the Product field, and complete the other necessary fields.
This product is available because it's in the root product group, which is associated with the loyalty usage.
Oracle Loyalty Cloud Promotions
Loyalty promotions consist of rewards and redemptions. The reward promotions give members opportunities to earn points that they can exchange for products or services or to earn other rewards. For example, the promotion might allow the members to earn extra frequent-flyer miles or free nights at a hotel.
The redemption promotions are activated when members redeem points for rewards. They reduce the member's point total and provide the member with some reward.
Promotion records include general information about the promotion, such as its name and when it's in effect. Program-level attributes are defined for a program and are available to all promotions in that program.
Promotion specific attributes are used in only one promotion. They represent fields of the promotion bucket. The promotion bucket is an intersection of the member and promotion records, and it has additional fields that are used for attributes to store values specific to the promotion.
A rule for a loyalty promotion has one or more criteria and one or more actions attached to it. The criteria determine whether the rule qualifies, and the action specifies what the rule does. The criterion of a rule is a conditional statement that Oracle Loyalty Cloud evaluates as true or false. You control whether a promotion is applied to transactions by activating or deactivating the promotion.
For example, your Loyalty program might be set up using the following parameters:
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Enrollment Bonus: 100 Points
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Accruals:
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1 point for each dollar spent on a hotel stay; double points if booking first class.
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Tier bonus on a hotel stay:
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Premiere: 50% bonus on dollars spent
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Knight: 100% bonus on dollars spent
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0.5 point for each dollar spent on any other product
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Redemptions:
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A one night stay, for 1000 points
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Dinner for two, for 500 points
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Hotel upgrade, for 300 points
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Partners: Easy Pay credit card
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One free upgrade voucher after 3 stays
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First night stay bonus: 50 bonus points
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Tiers (based on qualifying nights):
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Elite: base tier
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Premiere: 10 Nights in 1 year
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Knight: 30 Nights in 1 year
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For details on configuring Oracle Loyalty Cloud promotions, see the Oracle Loyalty Cloud Administering Loyalty Guide.