Configuring Membership Type Point Calculation and Tier Management

The Points Calculation panel contains the details on the membership's point calculation periods and tier management.

Editing Membership Type Point Calculation and Tier Management

1. From the Administration menu, select Client Relations, then Membership Management, then Membership Types.

2. Enter search criteria, then click Search.

3. Select the membership type in the search result, then click the vertical ellipsis Actions menu and select Edit.

4. Click the Points Calculation link.

5. Click Edit and complete the following:

   1. Calculation Period: The Calculation Period determines the member upgrades, downgrades, and expiration based on the tier points accumulated during a given time period. Calculation can be based on a 12-month calendar year (from January to December of a year) or a rolling 12-month period (based on a time period from the month the points are calculated). The following example shows how the Rolling calculation method differs from the Calendar calculation method and how the differences affect your clients: A member receives 500 tier points in November 2016, which is not enough at that time to be upgraded to the next tier. However, assume the guest accumulates another 300 tier points in January 2017. When the upgrade process is run in March 2017 and the calculation period is set to Rolling, the period covered would be from March 2016 to March 2017. The member would have sufficient points to be upgraded. If the calculation period is set to Calendar, the member would not be upgraded. The member would only have 300 tier points because with Calendar, the calculation only considers points received from January to December of a calendar year.

      1. Calendar: The calculation considers points received from January to December of a calendar year, no matter when the calculation is run. For tier management purposes, tier points accumulation is calculated annually for the 12-month period prior to the date of the upgrade/downgrade batch run. For example, if the batch process is run on September 12, 2017, the tier points from September 11, 2016, to September 12, 2017, are considered in the upgrade/downgrade/expiration calculations.

      2. Rolling: The time period calculated is from the month the points are calculated to the same month for the time period selected. For example, from March 2017 to March 2018.

   2. Expiry Period: The number of months (0 to 60) for which award points are eligible for redemption. Zero means that award points are eligible for redemption only for the month in which they were calculated. If 12 months is selected, points are eligible for redemption for 1 year from the points calculation date. If you want to set award points to never expire over the life of the membership, leave this field blank. 

   3. Award Point Expiry Date (Years): The length of time award points remain eligible for redemption. Choose from the following options: 

      1. Do Not Expire: Award points never expire over the life of the membership.

      2. Same Year: Award points are eligible for redemption during the same calendar year they were calculated. For example, points calculated in October 2017 are eligible for redemption until December 2017.

      3. 1-5 Years: Award points are eligible for redemption for the number of calendar years specified (1, 2, 3, 4, or 5) starting from the date they are calculated. For example, if you select 3 years as the Award Points Expiry Date, points awarded on June 1, 2017, are not eligible for redemption until December 31, 2020. Starting on January 1, 2021, they are no longer eligible for redemption.

   4. Grace Period (Years): The number of years for the grace period. 

   5. Activity Period (Years): The number of months for the member's activity period. Only membership award points that fall within this activity period are extended. For example, if 24 is the value entered for the activity period in months, the member's activity must fall within the past two years for his or her award points to be extended. 

   6. Award Redeem Threshold: This number represents the minimum amount of points required before points can be redeemed for awards by this member. The member can only redeem points when this threshold amount is met. 

   7. Point Calculation Method: The points calculation method you want to use. Choose from the following options: 

      1. Batch: An automatic batch process is used to calculate points.

      2. Manual: You must manually calculate points and modify them on the member account.

   8. Years To Expire: A guest's membership card expires if there is no activity on the card for this number of years. If cards belonging to this membership type do not expire regardless of the inactive period, leave this field blank.

   9. Delay In Days: When the Batch option is selected, the Delay in Days field appears. Award points are recognized in this number of days following the guest's check out date. This delay provides a period of time during which adjustments can be made. A value from 0 to 60 can be entered into this field (a minimum of three days is recommended.)

   10. Required on Stay Period: Stay points are calculated for a loyalty program guest even if the loyalty membership card is not attached to the reservation. 

   11. Based On: The tier upgrade/downgrade processes based on either an Arrival Date, Departure Date, Posting Date, or Transaction Date.

   12. Upgrade Period: The time period from which to calculate the upgrade/downgrade points. 

   13. Downgrade Period: The month in which the current membership tier expires. 

   14. Tier Expiration Month: The month in which the current membership tier expires. 

   15. Downgrade/Renewal: This option schedules the Auto Process Membership Tier Management job to run in the OPERA Cloud Scheduler. Based on the membership settings, this job automatically upgrades, downgrades, or renews all members with the primary membership type. 

   16. Re-qualify on Upgrade: This option checks if members have enough points to re-qualify for their current membership level on upgrade. If members have enough points, they receive an upgrade and a new expiration date. When members lack enough points for an upgrade, this option checks the following conditions: (a) if they have sufficient points to re-qualify for their current membership levels and (b) if their membership expiration dates are in the current year. If these conditions are met, members stay at their current levels and are assigned new expiration dates. 

   17. Tier Management Reset: This option activates the tier management reset functionality for the membership level. If a member is upgraded, downgraded, or renewed, the membership tier points reset.

6. Click Save.