Configuring Guest Enrollments for External Loyalty Programs

Prerequisites for Enrolling Guests in External Loyalty Programs

Generic Enrollment allows you to enroll a guest in an external loyalty and/or gaming system integrated with OPERA Cloud. Enrollment uses REST APIs to exchange data.

• If the Enrollment Type selected = Loyalty, OPERA Cloud looks at the Default Membership Type parameter to retrieve the Membership Type. Next, it retrieves the External database configured on that membership and retrieves the associated Outbound Code. Lastly, the Service Path configured on the Outbound System configuration is retrieved and OPERA Cloud performs the outbound call.

• If the Enrollment Type selected = Gaming, OPERA looks at the Default PTS Membership Type parameter to retrieve the Membership Type. Next, it retrieves the External database configured on that membership and retrieves the associated Outbound Code. Lastly, the Service Path configured on the Outbound System configuration is retrieved and OPERA Cloud performs the outbound call.

Outbound Configuration

• The CRM and/or Gaming Outbound System, External System, and External Database configuration must connect to the third party for Enrollment.

• The external system must follow OPERA Cloud REST API specifications and standards, and any data mapping must be completed on the external system side.

• For more information, see Configuring Outbound System Configurations, specifically the sections on CRM Generic and Gaming.

Controls

• Activate the Enrollment control.

• Select the types you wish to use in the Enrollment Types setting, for example, Loyalty and/or Gaming.

• If using Loyalty Enrollment, set the Default Membership Type setting. The Default Membership Type selected is the membership that automatically populates when adding a new membership to a profile, enrollment, and the membership used for linking a profile membership to a reservation.

• If using Gaming Enrollment, set the Default PTS Membership Type setting. The Default Membership Type for Gaming (Patron tracking system) is used for Gaming Functionality.

Tasks

• Assign the New Enrollment task to the appropriate roles.

Administration

• Add the External Database to the Membership Type. This links the Membership Type to the correct External Database where the enrollment takes place.

• From the Administration menu, make the following selection: Client Relations>Membership Management> Membership Types> Edit Membership Type> Membership Handling > Edit. Select the External Database List of Values and select the External Database to use for Enrollment.