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Loyalty Enrollment · Loyalty Sign-Up / Member Acquisition

A customer is enrolled into the retailer's loyalty programme during or after a transaction — in-store, online, or via a dedicated sign-up flow. Covers identity capture, consent management, tier assignment, welcome benefit activation, and first-accrual. The foundational Unified Commerce pattern for converting anonymous shoppers into known, engaged members.
Domains customer · loyalty · store · order
Actors customer · store-associate · system
Process Loyalty Enrollment
Capabilities 7
Steps 8
Events 7
Lifecycles 3
Min UCMI 2.0

⚙️ Step-by-Step Flow

# Step Actor Lifecycle State Change Event
1 Trigger enrollment store-associate customer-lifecycle → prospect customer-created
2 Capture identity customer customer-lifecycle prospect → active customer-profile-updated
3 Capture consents customer customer-lifecycle active → active customer-consent-updated
4 Create loyalty account system loyalty-member-lifecycle → enrolled loyalty-member-enrolled
5 Activate welcome benefit system loyalty-member-lifecycle enrolled → active loyalty-points-accrued
6 Link to current transaction system loyalty-member-lifecycle active → active loyalty-points-accrued
7 Send welcome communication system customer-lifecycle active → active customer-communication-sent
8 Associate card to digital wallet customer loyalty-member-lifecycle active → active loyalty-card-activated

⚡ Event Sequence

customer-created → customer-profile-updated → customer-consent-updated → loyalty-member-enrolled → loyalty-points-accrued → customer-communication-sent → loyalty-card-activated

🔄 Lifecycles Involved

🧩 Capabilities Required

Capability
customer-profile Customer Profile
loyalty Loyalty
clienteling Clienteling
checkout Checkout
loyalty-management Loyalty Management
customer-consent Customer Consent
customer-identity Customer Identity

🖥️ Application Coverage

Applications that implement the capabilities required by this scenario.

Capability Implementing Applications
customer-profile Clienteling App · CRM
loyalty Loyalty Platform
clienteling Clienteling App · Associate Workspace · CRM
checkout POS · eCommerce Platform · Associate Workspace
loyalty-management Loyalty Platform
customer-consent CRM
customer-identity POS · eCommerce Platform

📊 Readiness by Profile

Capability readiness across assessment profiles.

Profile Capabilities Met Avg Score Ready?
Acme Electronics 4/7 1.3 ❌
BuildPro Trade 5/7 1.4 ❌
Flash Delivery 2/7 1.0 ❌
Luxe Maison 7/7 2.6 ✅
Metro Fresh Group 5/7 1.4 ❌
Stella Fashion Group 6/7 2.1 ❌
Reference Tier 2 Non-food Retailer 6/7 2.3 ❌

✅ Preconditions

  • Loyalty programme is live and accepting new enrollments
  • Customer is not already a registered member (duplicate check)
  • Minimum data capture fields are configured for the enrollment channel
  • Consent management system is operational

🎯 Success Criteria

  • Member account created and membership number issued in under 60 seconds
  • Welcome benefit credited immediately or within defined SLA
  • Consent preferences recorded and immutable audit trail created
  • If enrolled at POS, current transaction points accrued
  • Welcome communication delivered within 5 minutes

⚠️ Failure Modes

  • Duplicate record detected (match-and-merge or enrollment rejected with prompt to login)
  • Loyalty engine unavailable (enrollment queued, offline mode, or degraded gracefully)
  • Email domain invalid (re-prompt for correct email)
  • Double-opt-in not confirmed within expiry window (account created but inactive)
  • POS timeout during enrollment (fallback to post-transaction enrollment link via receipt)

UCMI Requirements

Minimum UCMI Score: 2.0

Capability Minimum Level
customer-identity 🟠 2
customer-profile 🟠 2
loyalty 🟠 2
loyalty-management 🔴 1
customer-consent 🔴 1

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