Enrolling Guests in Loyalty Programs (Video Transcript)

0:05

In this video, you will learn how to enroll a guest in a membership program in OPERA Cloud.  

0:11

A membership program is typically a gaming or loyalty program that's configured using  

0:16

an API to integrate OPERA Cloud with an external membership system.  

0:21

In this example, I will follow the steps to create a new profile and then enroll that profile.  

0:27

Let's get started.  

0:28

In OPERA Cloud go to client relations, select manage profiles, and then select profile.  

0:37

Click the I want to menu... and then click enroll guest.  

0:41

This option creates a new profile and then enrolls the guest.  

0:45

Alternatively, if you want to enroll an existing profile.  

0:49

You can find the existing profile and then click the I want to menu.  

0:54

Now, I select the enrollment type from the drop-down list.  

0:58

In this example, I select Loyalty from the list.  

1:02

I enter the guest's name, and then scroll down and select the type magnifying glass.  

1:10

Select a communication type from the list,  

1:13

and then click select. Enter the communication value,  

1:17

in this example I enter business phone number and then an email address.  

1:24

Next, I enter the guest's address. Click the Address Type magnifying glass, select  

1:30

business address, and then click select. Enter the address details,  

1:37

and then click enroll to add more details. Now, I see the profile was successfully  

1:42

created. And I see the  

1:44

next to the membership link displays a number 1, indicating the enrollment was successful.  

1:49

Now, I can click the membership link to edit, delete or view more details.