Enrolling Guests in External Loyalty Programs

You can enroll a guest in an external loyalty or gaming system integrated with OPERA Cloud. The Enrollment Type you select determines the Membership Type.

When the Enrollment Systems that are active in OPERA Control have multiple values selected, the enrollment link remains enabled, allowing you to enroll a guest in multiple loyalty programs.

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After completing the enrollment, the membership details are sent to OPERA Cloud and updated in the Profile Membership panel.

There are multiple ways you can enroll a guest:

Create a new profile and enroll the guest simultaneously
Enroll an existing guest
Enroll an existing guest with a reservation

Note:
The Enrollment page can be customized using Page Composer.

Creating Guest Profiles and Enrolling Guests in Loyalty Programs

To simultaneously create a guest profile and enroll the guest in a loyalty program, complete the following steps:

From the OPERA Cloud menu, select Client Relations, select Profiles, and then select Manage Profiles.
Click the I Want To. . . action, select Enroll Guest, and complete the following fields:
1. Enrollment Type: Select an enrollment type from the list of values.
2. Name: Enter the last name of the guest.
3. First Name: Enter the first name of the guest.
4. Middle: Enter the middle name of the guest.
5. Title: Select the guest’s title from the list of values.
6. Birth Date: Enter or select the birth date.
7. Gender: Select a gender from the list of values.
8. Keyword Type (available when the Keyword OPERA Control is active): Select a keyword type from the list of values.
  1. Keyword: Enter a keyword value.
9. Passport Number: Enter a passport number.
10. Issued Country: Enter a passport issue country.
11. Language: Select the language of the guest.
12. Phone and Email section:
  1. Click Add Rows to add additional rows.
  2. Select Primary for the primary email and phone contact details.
  For more information, see Managing Profile Communication.
13. Address section:
  1. Click New to add additional address details.
  For more information, see Managing Profile Communication.
Click Enroll or Enroll and Add More Details to launch the Profile Presentation and update the guest profile. The guest is enrolled, the profile created, and the membership details added to the profile. See Managing Profile Memberships for more information.

Note:

If for any reason enrollment in the external loyalty system fails, you can continue to create the guest profile and attempt enrollment again for the existing profile.

Enrolling Existing Guests in Loyalty Programs

When enrolling an existing guest, the Enrollment screen populates with the guest’s profile details. You can update these details as needed. Any updates made in the enrollment screen will update the guest profile details.

From the OPERA Cloud menu, select Client Relations, select Profile, and then select Manage Profile.
In View By, select Guest from the list of values.
Enter additional search criteria and click Search.
Select the profile in the search results, click the I Want To . . . action, select Enroll Guest, and complete the following fields:
1. Enrollment Type: Select an enrollment type from the list of values.
2. Name: Confirm or update the last name of the guest.
3. First Name: Confirm or update the first name of the guest.
4. Middle: Confirm or update the middle name of the guest.
5. Title: Confirm or update the guest’s title from the list of values.
6. Birth Date: Confirm or update the date.
7. Gender: Confirm or update the gender from the list of values.
8. Keyword Type(available when the Keyword OPERA Control is active): Select a keyword type from the list of values.
  1. Keyword: Enter a keyword value.
9. Passport Number: Confirm or enter a passport number.
10. Issued Country: Confirm or enter a passport issue country.
11. Language: Confirm the language of the guest.
12. Phone and Email section:
  1. Click Add Rows to add additional rows.
  2. Select Primary for the primary email and phone contact details.
  For more information, refer to: Managing Profile Communication.
13. Address section:
  1. Click New to add additional address details.
  For more information, refer to: Managing Profile Communication.
Click Enroll.

The guest is enrolled, the profile is created, and the membership details are added to the profile. Refer to: Managing Profile Memberships.

Enrolling Existing Guest Reservations in Loyalty Programs

When enrolling an existing guest, the Enrollment page populates with the guest’s profile details. You can update these details as needed.

Any updates made in the Enrollment screen will update the guest’s profile details.

From the OPERA Cloud menu, select Bookings, select Reservations, and then select Manage Reservation.
Enter search criteria and click Search.
Select the reservation in the search results, click the I Want To . . . action, select Enroll, and complete the following fields:
1. Enrollment Type: Select an enrollment type from the list of values.
2. Name: Confirm or update the last name of the guest.
3. First Name: Confirm or update the first name of the guest.
4. Middle: Confirm or update the middle name of the guest.
5. Title: Confirm or update the guest’s title from the list of values.
6. Birth Date:Confirm or update a date.
7. Gender: Confirm or update the gender from the list of values.
8. Keyword Type (available when the Keyword OPERA Control is active): Select a keyword type from the list of values.
  1. Keyword: Enter a keyword value.
9. Passport Number: Confirm or enter a passport number.
10. Issued Country: Confirm or enter a passport issue country.
11. Language: Confirm the language of the guest.
12. Phone and Email section:
  1. Click Add Rows to add additional rows.
  2. Select Primary for the primary email and phone contact details.
  For more information, refer to: Managing Profile Communication.
13. Address section:
  1. Click New to add additional address details.
  For more information, refer to: Managing Profile Communication.
Click Enroll.

The guest is enrolled, the profile created, and the membership details are added to the profile. Refer to: Managing Profile Memberships for more information.