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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


EXP-LOYALTYENROLLMENT — Loyalty Enrollment Operational Experience — UC-BoK v0.9-alpha