Enrolling Guests in Loyalty Programs (Video Transcript)
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In this video, you will learn how to enroll a guest in a membership program in OPERA Cloud.
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A membership program is typically a gaming or loyalty program that's configured using
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an API to integrate OPERA Cloud with an external membership system.
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In this example, I will follow the steps to create a new profile and then enroll that profile.
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Let's get started.
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In OPERA Cloud go to client relations, select manage profiles, and then select profile.
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Click the I want to menu... and then click enroll guest.
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This option creates a new profile and then enrolls the guest.
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Alternatively, if you want to enroll an existing profile.
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You can find the existing profile and then click the I want to menu.
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Now, I select the enrollment type from the drop-down list.
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In this example, I select Loyalty from the list.
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I enter the guest's name, and then scroll down and select the type magnifying glass.
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Select a communication type from the list,
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and then click select. Enter the communication value,
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in this example I enter business phone number and then an email address.
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Next, I enter the guest's address. Click the Address Type magnifying glass, select
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business address, and then click select. Enter the address details,
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and then click enroll to add more details. Now, I see the profile was successfully
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created. And I see the
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next to the membership link displays a number 1, indicating the enrollment was successful.
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Now, I can click the membership link to edit, delete or view more details.