This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:
| Date | Update Version | Notes |
|---|---|---|
| 08 JAN 2018 | Update 17D | Revised update 17D. |
| 21 APR 2017 | Update 17B | Delivered new features in update 17B. |
This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:
| Date | Feature | Notes |
|---|---|---|
| 08 JAN 2018 | Oracle Loyalty Cloud Analytics | Updated document. Revised feature description. |
| 08 JAN 2018 | Automated Tier Assessment | Updated document. Revised feature description. |
| 06 NOV 2017 | Loyalty Batch Engine | Updated document. Added feature delivered in update 17D. |
| 20 OCT 2017 | Created initial document. |
Oracle Loyalty Cloud offers an enterprise class, comprehensive, cross-channel loyalty solution that allows organizations to manage the complete loyalty program lifecycle.
Using Oracle Loyalty Cloud you can track, reward and recognize customer behavior, including repeat purchase of products and services, referrals to friends and family, desirable social behavior, and doing business with the partners of the loyalty program. Companies can encourage desirable member behavior and foster long-term customer loyalty by creating reward programs and promotions.
Loyalty Programs can use Oracle Loyalty Cloud to acquire and retain high value customers and also to move other customers into high value segments by offering them incentives for buying more or for becoming influential brand advocates.
All the key loyalty program, membership and transaction functionality is also available via REST APIs for consistent customer experience across all channels.
This guide outlines the information you need to know about new or improved functionality in this update, and describes any tasks you might need to perform for the update. Each section includes a brief description of the feature, the steps you need to take to enable or begin using the feature, any tips or considerations that you should keep in mind, and the resources available to help you.
Give Us Feedback
We welcome your comments and suggestions to improve the content. Please send us your feedback at oracle_fusion_applications_help_ww_grp@oracle.com.
Optional Uptake of New Features (Opt In)
We continue to add many new features to the Oracle Cloud Applications, and for some features, you can take advantage of new functionality at a pace that suits you by “opting in” to the feature when you’re ready. You can opt in to a feature in two ways: by using the New Features work area, or by using the Setup and Maintenance work area.
To opt in using the New Features work area:
- Click the Navigator, and then click New Features (under the My Enterprise heading).
- On the New Features page, select the offering that includes new features you’d like to review.
- Click Opt In for any feature that you want to opt in to.
- On the Edit Features page, select the Enable option for the feature, and then click Done.
To opt in using the Setup and Maintenance work area:
- Click the Navigator, and then click Setup and Maintenance.
- On the Setup page, select your offering, and then click Change Feature Opt In.
- On the Opt In page, click the Edit Features icon.
- On the Edit Features page, select the Enable option for any feature you want to opt in to. If the Enable column includes an Edit icon instead of a check box, then click the icon, select your feature options, and click Save and Close.
- Click Done.
This section gives you information to help you plan, deploy, and validate your update. We make frequent additions to this document, so don’t forget to check back and get the latest information before your update starts.
Oracle Loyalty Cloud introduces two tier models in this release:
- Anniversary Model: The qualifying period starts on the date when the member joins the loyalty program. The member’s tier qualifying point balance is always reset to zero every year on the membership anniversary date.
- Fixed Date Model: The qualifying period starts on a fixed date each year for all loyalty program members. The tier end dates are also fixed for all program members. The tier qualifying point balance of all the members in the loyalty program is reset to zero at the end of the qualifying period.
- Rolling Period Model: The qualifying period of a member starts when the member enrolls into the program. The member is not assigned a qualifying period length. Once a member attains a higher tier, the member’s tier is effective for a specified period from the date of attaining the new tier even if the rolling balance is not sufficient for the member to remain in the current tier. The member’s point balance is never reset to zero in this model. Rather, the balance is calculated based on the past qualifying period.
Additional attributes are now available on the Member UI and in the API to check for the next tier that the member is eligible for, how many additional qualifying points need to be earned to achieve that tier, and by what date.
Steps to Enable
Tier promotions are evaluated every time there is an update to qualifying points for a member, to check for dynamic upgrades.
- Set up a tier assessment model.
- Set up tier promotions.
- Set up and run the Oracle Loyalty Cloud batch engine.
Tips And Considerations
- The Batch Engine can be set up to check for required tier changes at the end of the tier period.
- Loyalty Managers can manually assess the tiers using the Assess Tier button on the Member-Tiers page.
- Loyalty Managers can still manually change the tier.
Key Resources
For a demonstration of this enhancement, see the training on the Loyalty Release Readiness page.
Role Information
- Loyalty Program Manager (ORA_LOY_MANAGER)
- Loyalty Program Administrator (ORA_LOY_PROGRAM_ADMINISTRATOR)
A new check box is introduced at the promotion level.
When the Order Level Promotion option is checked, and when the promotion uses promotion-level attributes, when transactions are processed the promotion-level attribute values are stored for each order separately and checked for promotion condition fulfillment.
Steps to Enable
- Create a promotion with the Order Level Promotion option checked.
- Create promotion-specific attributes.
- Use the promotion-specific attributes in the promotion.
- Create and process transactions that have the order number populated.
Tips And Considerations
- You can use order-level promotions when organizations send each line in an order as a separate loyalty transaction.
- You can also check for total order value along with specific product inclusion in the order for processing order level promotions.
Key Resources
For a demonstration of this enhancement, see the training on the Loyalty Release Readiness page.
Role Information
- Loyalty Program Manager (ORA_LOY_MANAGER)
- Loyalty Program Administrator (ORA_LOY_PROGRAM_ADMINISTRATOR)
Loyalty Transaction Processing
- Members can transfer their available points to any other member. This is supported in the Loyalty Member UI and also in Loyalty Transaction APIs.
- Members cannot transfer qualifying points.
- Transferred points carry the original expiry date.
Steps to Enable
- Set up a promotion for transferring points.
- Use the Member UI to transfer the points.
Key Resources
For a demonstration of this enhancement, see the training on the Loyalty Release Readiness page.
Role Information
- Loyalty Program Manager (ORA_LOY_MANAGER)
- Loyalty Program Administrator (ORA_LOY_PROGRAM_ADMINISTRATOR)
Loyalty Administrators can set up the Loyalty Batch Engine to process transactions that are uploaded in bulk using the Loyalty Data Import, and also to assess member tiers on reaching the tier end date.
Steps to Enable
- Schedule the new Enterprise Scheduler Process.
- Select the object: Transaction, Tier, or Both.
- Provide scheduling parameters.
- Submit.
Tips And Considerations
- Set up the Batch Engine to process transactions, tiers, or both.
- Whether you perform tier assessment monthly, quarterly, or annually, only enable the tier component for the Batch Engine when you need to run tier assessment.
Key Resources
For a demonstration of this enhancement, see the training on Loyalty Release Readiness page.
Role Information
- Loyalty Program Administrator (ORA_LOY_PROGRAM_ADMINISTRATOR)
Oracle Loyalty Cloud Analytics
- Both Loyalty Marketing Managers and Loyalty Administrators can access:
- Loyalty Infolets
- Loyalty Reports
- Loyalty Subject Areas
- Infolets can display the total number of active members, total membership, or total liability, for example.
- Reports provide member insights, such as:
- Distribution of members by tier, status, referral status, or state.
- Distribution of members by referrals and recent transactions.
- Total membership and membership status trend.
- Top N referral sources.
- Subject Areas include:
- Members Real Time
- Member Status Real Time
- Membership Trend Real Time
- Transactions Real Time
- Vouchers Real Time
Tips And Considerations
- Oracle Transaction Business Intelligence (OTBI) answers combined with prebuilt Subject Areas can yield unlimited analytical possibilities.
- Almost limitless combinations of analysis entities can be aligned with business objectives.
- Many metrics and dimensional attributes not surfaced by prebuilt dashboards and reports can be generated using Subject Areas, which provide simplified views according to usability best practices.
Key Resources
For a demonstration of this enhancement, see the training on the Loyalty Release Readiness page.
Role Information
- Loyalty Program Manager (ORA_LOY_MANAGER)
- Loyalty Program Administrator (ORA_LOY_PROGRAM_ADMINISTRATOR)
Loyalty Event Triggers for Oracle ICS Integration
The following event triggers and associated SOAP APIs (for fetching data from Oracle ICS for integration) are available in this release:
- Member Creation and Update
- Member Tier Change
- Voucher Creation and Update
You can now set up Oracle ICS to trigger emails using Oracle Responsys (or other marketing software) for member enrollment, tier changes, voucher issues, and many other events that update member information.
Similar integrations can also be set up to take data to CX or other software to provide real-time and accurate information throughout the organization.
Key Resources
For a demonstration of this enhancement, see the training on the Loyalty Release Readiness page.
Role Information
- Loyalty Program Manager (ORA_LOY_MANAGER)
- Loyalty Program Administrator (ORA_LOY_PROGRAM_ADMINISTRATOR)
- Loyalty Data Import is used in the initial deployment, to import customer, member, and transaction data into Oracle Loyalty Cloud.
- Loyalty Data Import can be used to periodically import customer data and transactions from external sources into Oracle Loyalty Cloud.
- Loyalty Data Import is used by Loyalty Program Administrators.
Steps to Enable
- Import Activity Setup
- Define the import activity, and the object and entities.
- Define the source file parameters.
- Specify the mapping definition and delimiter.
- If required, use the import options.
- Select Mapping
- Select an existing saved mapping.
- Edit to create new mappings.
- If required, use the option indicating whether to set constant values for attributes or to ignore attributes.
- Create Schedule
- Specify scheduling options and preferences.
- Review and Activate
- Review and submit the job to the scheduler.
- Review Results
- Review the results of importing, and correct any errors.
Tips And Considerations
You can use the following sequence of activities for effective loyalty data import:
- Load contacts and accounts for a B2B Loyalty program.
- Specify a unique party number for every record. This is used when loading members.
- Specify the owner party number (same for all records within one implementation).
- Load Loyalty Members
- Specify a unique member number for every record. This is used to uniquely identify members.
- Specify the primary contact party number (same as the party number in the contact load).
- Load Transactions
- Specify a unique member number for every record. This is used to uniquely identify members.
In this release:
- Import is not supported for loyalty program and loyalty promotion entities.
- Import is not supported for all loyalty member child entities
Key Resources
For a demonstration of this enhancement, see the training on the Loyalty Release Readiness page.
Role Information
- Loyalty Program Administrator (ORA_LOY_PROGRAM_ADMINISTRATOR)
This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:
| Date | Feature | Notes |
|---|---|---|
| 21 APR 2017 | Created initial document. |
Oracle Loyalty Cloud offers an enterprise class, comprehensive, cross-channel loyalty solution that allows organizations to manage the complete loyalty program lifecycle.
Using Oracle Loyalty Cloud you can track, reward and recognize customer behavior, including repeat purchase of products and services, referrals to friends and family, desirable social behavior, and doing business with the partners of the loyalty program. Companies can encourage desirable member behavior and foster long-term customer loyalty by creating reward programs and promotions.
Loyalty Programs can use Oracle Loyalty Cloud to acquire and retain high value customers and also to move other customers into high value segments by offering them incentives for buying more or for becoming influential brand advocates.
All the key loyalty program, membership and transaction functionality is also available via REST APIs for consistent customer experience across all channels.
This guide outlines the information you need to know about new or improved functionality in this update, and describes any tasks you might need to perform fo the update. Each section includes a brief description of the feature, the steps you need to take to enable or begin using the feature, any tips or considerations that you should keep in mind, and the resources available to help you.
Give Us Feedback
We welcome your comments and suggestions to improve the content. Please send us your feedback at oracle_fusion_applications_help_ww_grp@oracle.com.
Optional Uptake of New Features (Opt In)
We continue to add many new features to Oracle Cloud Applications and we now give you the option to take advantage of new functionality at a pace that suits you. The ‘New Features UI’ is available to you from your cloud homepage, where you can make your choices and do any configuration necessary.
This section gives you information to help you plan, deploy, and validate your update. We make frequent additions to this document, so don’t forget to check back and get the latest information before your update starts.
BULK LOYALTY GROUP MEMBERSHIP ADMIN: Manage group or bulk data change requests. You can change tier, move members from one membership status to another, add points to the balance or reduce points in the balance for an entire group of members all at once.
Steps to Enable
No steps are required to enable this feature.
Loyalty Cloud is supported in all modern browsers.
Steps to Enable
No steps are required to enable this feature.
Loyalty Cloud is released with the following language support: Arabic, Chinese, Czech, Danish, Dutch, English, Finnish, French, German, Hebrew, Hungarian, Italian, Japanese, Korean, Norwegian, Polish, Portuguese, Romanian, Russian, Spanish, Swedish, Thai and Turkish.
Steps to Enable
No steps are required to enable this feature.
Loyalty Cloud is industry agnostic and supports b2c, b2b and b2b2c use cases.
Steps to Enable
No steps are required to enable this feature.
Enroll and Manage Loyalty Members
Using Oracle Loyalty Cloud, organizations can enroll customers in loyalty program or reward schemes. Members in turn can refer their friends and family to the loyalty program. You can set up schemes to reward enrollment and referral.
Loyalty Managers can review the comprehensive loyalty member records starting from the membership number, tier level, status, point balances and lifetime points. You can easily view members’ past tier levels, transaction history, voucher availability and point items. Simplified and guided points redemptions make it easy to redeem points for rewards.
Membership enrollment, referral and all other membership information is also available through REST API, so you can use the information available on a variety of touchpoints, such as point of sale, web sites, mobile apps, and many others.
Steps to Enable
No steps are required to enable this feature.
Define one or more loyalty programs or reward schemes as needed for your brand or group of brands. For each loyalty program, you can create point types and define point expiry rules. You can also define different point types to track different member activities. For each program, you can define tier levels for programs, associate any accrual or redemption partners, and define products and services for redemption with their redemption value in points.
You can also create attributes, metadata used in loyalty promotions to evaluate whether a transaction earns rewards, and actions that give rewards. Rules using attributes and actions are very flexible, allowing you to achieve maximum business innovation.
Steps to Enable
No steps are required to enable this feature.
Loyalty promotions are at the heart of the loyalty application and allow loyalty managers to set up offers and rewards.
Create loyalty promotions: to reward enrollment, referral, purchases, social behavior or any other activity reported by partners. Promotions can also move members from one tier to another when they reach milestones based on tenure, points or activity. Oracle Loyalty Cloud also uses loyalty promotions to conduct administrative tasks such as canceling transactions. You can setup simple promotions such as point-per-dollar or more complex promotions that use the partner, product, member, date or any other related information. You can also create frequency promotions by tracking member activity of a specific type and giving rewards on reaching specific thresholds, such as number of purchases or amount spent. You can also dynamically change member tier on reaching a threshold.
Drag-and-drop user interface: Makes it easy for loyalty program managers to create rules by making all the relevant loyalty program, member and transaction metadata available to them. It leverages Oracle Business Rules to define and execute promotions ranging from simple to complex.
Steps to Enable
No steps are required to enable this feature.
Loyalty Transaction Processing
Track each member’s activity as a loyalty transaction based on type: Enrollment, Referral, Accrual or Redemption. Loyalty transaction can be created and viewed by the Loyalty Manager through the simple and user-friendly user interface or through REST APIs.
All the transactions are processed in real time and the processing results are summarized and presented on the user interface or as API output for consistent multi-channel customer experience.
Steps to Enable
No steps are required to enable this feature.
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