TABLE OF CONTENTS DOCUMENT HISTORY 3 UPDATE 17D 3 Revision History 3 Overview 3 Loyalty Cloud 4 Loyalty Membership Management 4 Automated Tier Assessment 4 Loyalty Promotions 4 Order-Based Promotions 4 Loyalty Transaction Processing 4 Points Transfer 4 Loyalty Batch Engine 4 Loyalty Analytics 5 Oracle Loyalty Cloud Analytics 5 Loyalty Integrations 5 Loyalty Event Triggers for Oracle ICS Integration 5 Loyalty Data Import 5 UPDATE 17B 5 Revision History 5 Overview 5 Loyalty Cloud 6 Admin 6 Browser Support 6 Language Support 6 Industry Support 6 Loyalty Membership Management 7 Enroll and Manage Loyalty Members 7 Loyalty Program 7 Create Loyalty Programs 7 Loyalty Promotions 7 Create Promotions 7 Loyalty Transaction Processing 8 Process Loyalty Transactions 8 2
DOCUMENT HISTORY 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. 07 APR 2017 Update 17B Delivered new features in update 17B. UPDATE 17D REVISION HISTORY 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 06 NOV 2017 Loyalty Batch Engine Updated document. Revised feature description. Updated document. Added feature delivered in update 17D. 06 OCT 2017 Created initial document. OVERVIEW 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. 3
DISCLAIMER The Information contained in this document may include statements about Oracle s product development plans. Many factors can materially affect Oracle s product development plans and the nature and timing of future product releases. Accordingly, this Information is provided to you solely for information only, is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described remains at the sole discretion of Oracle. This information may not be incorporated into any contractual agreement with Oracle or its subsidiaries or affiliates. Oracle specifically disclaims any liability with respect to this information. Refer to the Legal Notices and Terms of Use for further information. LOYALTY CLOUD LOYALTY MEMBERSHIP MANAGEMENT AUTOMATED TIER ASSESSMENT Oracle Loyalty Cloud now lets you configure member tiers to have an end date according to various tier models, and also process member tiers to evaluate whether they need to be upgraded to the next tier, retained in the same tier, or downgraded to the lower tier on the tier end date. This lets you clearly communicate to members the target and date for achieving the higher tier, resulting in higher customer engagement. LOYALTY PROMOTIONS ORDER-BASED PROMOTIONS The most common form of retail loyalty promotions are based on various items purchased in a single order. Oracle Loyalty Cloud now enables organizations to set up loyalty promotions that track different products and quantities within a single order and reward members on completing specified product or quantity combinations. LOYALTY TRANSACTION PROCESSING POINTS TRANSFER Oracle Loyalty Cloud allows loyalty program members to seamlessly transfer points to their friends and family. LOYALTY BATCH ENGINE Oracle Loyalty Cloud now enables organizations to expedite the rewarding and recognizing of customers by processing loyalty transactions and tiers in bulk using the new Loyalty Batch Engine. 4
LOYALTY ANALYTICS ORACLE LOYALTY CLOUD ANALYTICS Oracle Loyalty Cloud now introduces comprehensive Loyalty Analytics bundled with Oracle Loyalty Cloud to provide effective measurement and reporting on loyalty initiatives. This release introduces Loyalty Infolets, Loyalty Reports, and Loyalty Subject Areas. LOYALTY INTEGRATIONS LOYALTY EVENT TRIGGERS FOR ORACLE ICS INTEGRATION Organizations now can trigger external communications for various events that occur within Oracle Loyalty Cloud, leveraging Oracle Integration Cloud Service (ICS). These communications relate mainly to creating and updating member and voucher entities. LOYALTY DATA IMPORT On an ongoing basis, organizations now can import key entities, such as member information that is important at the time of one-time data migration or for importing loyalty transactions in bulk, for processing using the batch engine. UPDATE 17B REVISION HISTORY 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 07 APR 2017 Created initial document. OVERVIEW 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. 5
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. DISCLAIMER The Information contained in this document may include statements about Oracle s product development plans. Many factors can materially affect Oracle s product development plans and the nature and timing of future product releases. Accordingly, this Information is provided to you solely for information only, is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described remains at the sole discretion of Oracle. This information may not be incorporated into any contractual agreement with Oracle or its subsidiaries or affiliates. Oracle specifically disclaims any liability with respect to this information. Refer to the Legal Notices and Terms of Use for further information. LOYALTY CLOUD ADMIN Oracle Loyalty Cloud makes it easy for loyalty administrators to 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. Oracle Loyalty Cloud provides an easy to follow step-by-step process to upload and act on a list of members. BROWSER SUPPORT Loyalty Cloud is supported in all modern browsers. LANGUAGE SUPPORT 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. INDUSTRY SUPPORT Loyalty Cloud is industry agnostic and supports b2c, b2b and b2b2c use cases. 6
LOYALTY MEMBERSHIP MANAGEMENT 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. LOYALTY PROGRAM CREATE LOYALTY PROGRAMS 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. LOYALTY PROMOTIONS CREATE PROMOTIONS Loyalty promotions are at the heart of the loyalty application and allow loyalty managers to set up offers and rewards. You can 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. Oracle Loyalty Cloud uses a drag-and-drop user interface to make 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. 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. 7
LOYALTY TRANSACTION PROCESSING PROCESS LOYALTY TRANSACTIONS Oracle Loyalty Cloud tracks each member activity as a loyalty transaction of the 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. --- 8
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