Loyalty Enrollment — Operational Experience¶
End-to-end human journey for Loyalty Enrollment.
Modelled using the UC-BoK Experience Model (SPEC-016 / ADR-016).
Journeys¶
| Journey | Actor | Touchpoint | Channel | Tasks | Type |
|---|---|---|---|---|---|
| Loyalty Enrollment — Store Associate Journey | Store Associate | pos-terminal |
in-store |
4 | Happy path |
| Loyalty Enrollment — Digital Customer Journey | Customer | mobile-app |
online |
3 | Happy path |
End-to-End Sequence¶
Happy-path flow across all actors.
sequenceDiagram
participant store_associate as Store Associate
participant customer as Customer
store_associate->>SYS: Invite Customer to Loyalty
SYS-->>store_associate: LoyaltyInvitationPresented
store_associate->>SYS: Capture Loyalty Registration Details
SYS-->>store_associate: LoyaltyDetailsCaptured
store_associate->>SYS: Create Loyalty Account
SYS-->>store_associate: LoyaltyAccountCreated
store_associate->>SYS: Issue Loyalty Card or Number
SYS-->>store_associate: LoyaltyNumberIssued
customer->>SYS: Complete Loyalty Self Registration
SYS-->>customer: LoyaltyRegistrationSubmitted
customer->>SYS: Verify Loyalty Email
SYS-->>customer: LoyaltyEmailVerified
customer->>SYS: Activate Loyalty Account
SYS-->>customer: LoyaltyEnrolled
Loyalty Enrollment — Store Associate Journey¶
In-store loyalty enrollment journey initiated and completed with associate assistance.
| Actor | Store Associate |
| Touchpoint | pos-terminal |
| Channel | in-store |
| Precondition | — |
| Postcondition | — |
📢 Step 1 — Invite Customer to Loyalty¶
Store associate invites the customer to join the loyalty programme and explains the key enrolment benefits available at purchase.
| Direction | Business Objects |
|---|---|
| Input | customer |
| Output | customer |
Capabilities: loyalty customer-identity
Events: LoyaltyInvitationPresented
Interactions:
| # | Interaction | Type | Input | Output | Event |
|---|---|---|---|---|---|
| 1 | Present Loyalty Benefits | 🔔 notify | customer |
customer |
LoyaltyInvitationPresented ← |
| 2 | Confirm Interest to Enrol | ✅ confirm | customer |
customer |
LoyaltyInvitationPresented |
📥 Step 2 — Capture Loyalty Registration Details¶
Store associate captures enrolment details such as name, email address, date of birth, and consent choices required for loyalty registration.
| Direction | Business Objects |
|---|---|
| Input | customer |
| Output | customer |
Capabilities: loyalty customer-identity
Events: LoyaltyDetailsCaptured
Interactions:
| # | Interaction | Type | Input | Output | Event |
|---|---|---|---|---|---|
| 1 | Enter Member Details | 🟦 input | customer |
customer |
— |
| 2 | Confirm Registration Details | ✅ confirm | customer |
customer |
LoyaltyDetailsCaptured |
⚙️ Step 3 — Create Loyalty Account¶
Store associate submits the enrolment and the system creates the loyalty account and associated member number.
| Direction | Business Objects |
|---|---|
| Input | customer |
| Output | loyalty-member |
Capabilities: loyalty customer-identity
Events: LoyaltyAccountCreated
Interactions:
| # | Interaction | Type | Input | Output | Event |
|---|---|---|---|---|---|
| 1 | Review Membership Record | 👁️ review | customer |
loyalty-member |
— |
| 2 | Create Loyalty Membership | ⚙️ execute | customer |
loyalty-member |
LoyaltyAccountCreated |
📢 Step 4 — Issue Loyalty Card or Number¶
Store associate issues the generated loyalty number and, where supported, links or hands out a physical loyalty card.
| Direction | Business Objects |
|---|---|
| Input | loyalty-member, customer |
| Output | loyalty-member |
Capabilities: loyalty customer-identity
Events: LoyaltyNumberIssued
Interactions:
| # | Interaction | Type | Input | Output | Event |
|---|---|---|---|---|---|
| 1 | Display Member Number | 🔔 notify | loyalty-member |
loyalty-member |
LoyaltyNumberIssued ← |
| 2 | Issue Physical or Digital Card | ✅ confirm | loyalty-member |
loyalty-member |
LoyaltyNumberIssued |
Loyalty Enrollment — Digital Customer Journey¶
Digital self-service loyalty enrollment with registration, email verification, and account activation.
| Actor | Customer |
| Touchpoint | mobile-app |
| Channel | online |
| Precondition | — |
| Postcondition | — |
📥 Step 1 — Complete Loyalty Self Registration¶
Customer completes the digital loyalty sign-up form by entering required profile fields and opting into the programme.
| Direction | Business Objects |
|---|---|
| Input | customer |
| Output | customer |
Capabilities: loyalty customer-identity
Events: LoyaltyRegistrationSubmitted
Interactions:
| # | Interaction | Type | Input | Output | Event |
|---|---|---|---|---|---|
| 1 | Enter Registration Details | 🟦 input | customer |
customer |
— |
| 2 | Submit Loyalty Registration | ✅ confirm | customer |
customer |
LoyaltyRegistrationSubmitted |
✅ Step 2 — Verify Loyalty Email¶
Customer verifies the loyalty enrolment email by opening the message and following the verification link.
| Direction | Business Objects |
|---|---|
| Input | customer |
| Output | customer |
Capabilities: customer-identity loyalty
Events: LoyaltyEmailVerified
Interactions:
| # | Interaction | Type | Input | Output | Event |
|---|---|---|---|---|---|
| 1 | Open Verification Email | ✅ verify | customer |
customer |
— |
| 2 | Confirm Email Verification | ✅ confirm | customer |
customer |
LoyaltyEmailVerified |
⚙️ Step 3 — Activate Loyalty Account¶
Customer activates the loyalty account after verification so the membership becomes available for earning and redemption.
| Direction | Business Objects |
|---|---|
| Input | customer |
| Output | loyalty-member |
Capabilities: loyalty customer-identity
Events: LoyaltyEnrolled
Interactions:
| # | Interaction | Type | Input | Output | Event |
|---|---|---|---|---|---|
| 1 | Review Activation Status | 👁️ review | customer |
loyalty-member |
— |
| 2 | Activate Loyalty Account | ⚙️ execute | customer |
loyalty-member |
LoyaltyEnrolled |
Related¶
- Process: Process Catalog
- Experience Index: All Operational Experiences
EXP-LOYALTYENROLLMENT — Loyalty Enrollment Operational Experience — UC-BoK v0.9-alpha