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Can surface the points/benefits experience to the customer in multiple applications outside of Loyalty Management / Salesforce

Last Updated: September 9, 2024

Yes, Loyalty Management comes with out of the box to fetch member information across multiple applications and channels – details are availble here.

Describe the variety of points/non-points loyalty programs this system can support. Include client examples of different program types.

Last Updated: September 9, 2024

Salesforce’s Loyalty Management supports a points program OR a non points program OR can support multiple programs with or without points on one instance. We have several customers who have created non-points based programs where the program tracks many different things their members are doing via different tracking mechanisms we have out of the box...

Describe the variety of earn mechanisms your platform can support (including but not limited to the ability to earn for transactions/purchases across categories/channels, ability to earn for non-transactional engagement based actions, etc.)

Last Updated: September 9, 2024

There are four main experiences that can be configured in Loyalty Management – Points, Benefits, Vouchers, and Promotions. Each of them can relate to transactional or experiential moments in the customer lifecycle. Point earning can occur when a $ transaction happens. Points can also be earned for experiences, like signing up for something new, or...

Explain how to enable users accruing points (near-real time) for purchase activity in the context of ecommerce and retail

Last Updated: September 9, 2024

Users can set up point accrual for specific Nike purchases from online or in-store retail purchases. These transactions are real-time added to the loyalty record.

Explain how to enable users accruing points (near real-time) for transactions on partner channels, wholesale partners and can you support different earning constructs for partners.

Last Updated: September 9, 2024

Loyalty Management enables the onboarding and managing of cross-industry program partners to increase member engagement with the loyalty program. Partnerships give your members more options to engage members and help them earn and redeem points for complementary products or services. Our clients that utilize this function onboard partners in a few ways: Partners can be...

How does the software handle awarding points for transactions that use a “buy now, pay later” service?

Last Updated: September 9, 2024

Vouchers and rewards can be configured to be issued in real-time or can be issued based on a parameter in relation to the date of the action (e.g. Date + 1 day Also, Loyalty Management provides the ability to escrow rewards. Points stored in escrow are not available for redemption until the escrow period ends,...

Does your platform support the purchase, gifting, or transferring of points between members? Please provide details on how these processes are managed.

Last Updated: September 9, 2024

Our Loyalty Management system is adept at rewarding members for a variety of activities, including writing product reviews, providing ratings, and engaging with Instagram posts, among others. This functionality is facilitated through the use of APIs. For an in-depth understanding of these capabilities, please refer to our help documentation available at Loyalty Program Real-Time Connect...

How does your system manage multiple expiration dates for offers based on different member statuses?

Last Updated: September 9, 2024

Loyalty Management allows for the rewarding of members on special occasions such as birthdays, anniversaries, and other significant dates. Our configurable processes and rules are designed to recognize a member’s activity date, and rewards can be distributed based on these settings. Additional information on setting up these processes can be found in our documentation here...

Can your platform handle offer issuance and manage the issuance process? Please explain the workflow and management tools available.

Last Updated: September 9, 2024

While certain functionalities may not be available directly out-of-the-box, they can be achieved through system configuration without the need for custom coding. This approach ensures that specific business requirements can be met while maintaining system integrity and upgradability.

How does your platform track and reward member progress within a loyalty program?

Last Updated: September 9, 2024

The expiration dates for points can be customized at the time of issuance, providing flexibility in how loyalty points are managed and creating opportunities for tailored expiration strategies that align with your loyalty program’s objectives.