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Does the platform allow members carry a negative points balance? (This is relevant for returns.)
Last Updated: September 9, 2024No. There is no negative point balance in Salesforce Loyalty Management. Escrow accounts can be used to hold points/rewards in the event of a return of a qualifying purchase.
Describe how the system can maintain the individual loyalty member’s acceptance of program’s Terms and Conditions. Please include how it handles versioning of T&C’s wand tracking which version a member has accepted?
Last Updated: September 9, 2024Salesforces Loyalty Management enables the configuration of Terms & Conditions at the Loyalty Program Level. We also support this at the Promotion level, each promotion has T&C’s also. If a more robust, Multi Versioning T&C’s capability is required, SF Loyalty Management can utilize the Contract Life Cycle capabilities to facilitate this requirement.
Can you describe your API’s capabilities in terms of ensuring quick and accurate responses? Please provide details on the average response time and accuracy rate, as well as any measures in place to maintain these performance standards.
Last Updated: December 15, 2025Please view our Trust User Guide.
Does your solution provide an API that supports account creation and management capabilities? If so, please detail the functionalities available through the API for managing accounts.
Last Updated: September 9, 2024Yes. Salesforce Loyalty Management is equipped with a robust suite of business APIs designed to streamline account creation and management processes, ensuring seamless integration and operational efficiency.
Ability to scale and have separation of data, programs, rewards and point structures for different regions (US, EU, APAC and by country or state / province)
Last Updated: December 7, 2024Our Loyalty Management solution excels in handling multi-program implementations with ease. It is engineered to accommodate multi-tier structures and support multiple currencies, providing the flexibility necessary to meet diverse regional requirements.
Protected: Can scale for growth and program needs
Last Updated: November 26, 2024There is no excerpt because this is a protected post.
Is your system capable of rewarding members based on specific events such as birthdays, anniversaries, or other dates specified by ##BRAND##?
Last Updated: September 9, 2024Loyalty Management is fully equipped to identify both the referrer and the referee through the Transaction Journal object. This object includes specific fields designed to capture all necessary referral-related information. Leveraging this capability, we can tailor processes and rules to appropriately reward the referrer, the referee, or both, in response to their activities within the...
Explain how your system integrates with and/or generates digital barcodes, QR codes, and dynamic codes for offers.
Last Updated: September 9, 2024The IOS/Android mobile SDK available in Salesforce Loyalty Management allows admins to generate/manage barcodes, QR codes, and dynamic offers
Explain how the loyalty platform previews & enables a pre-defined set of reward options when a customer earns a milestone; also if they want to bank milestones for the futures
Last Updated: September 9, 2024Salesforce Loyalty Management enables static benefits (automaticly issued awards, no options) and benefit options (a set of benefit options that the member can select 1 or 2 from depending on the rules) when a loyalty member achieves a specific milestone. Bankable milestones can be issued as a single use voucher or a multi-use voucher
Explain how the system manages the inventory/utilization tracking/ attribution & redemption of different rewards types including (owned & 3rd party)
Last Updated: September 9, 2024Customer rewards are defined and managed at the program level. Loyalty Management allows you to define numerous different reward types, while inventory, attribution, tracking and redemption are can be viewed in the transaction journal for that specific loyalty program.