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Explain how the platform supports the adjustment of points due to things like a customer returning the product purchased and the purchase allowed them to reach a milestone or unlock a reward.
Last Updated: September 9, 2024Salesforce Loyalty Management has an out of the box “Reverse Transaction” process to claw back the points that were given out should a purchased product is returned. If the original points had been added to the escrow, these point are removed from there. If escrow is not being used, the points will be removed thier...
Explain how admins can configure rules to cap earning at the account level, as well as in specific areas or activities. Explain how these rules can be configured (for example: with time bounds or based on the number of times an activity is completed)
Last Updated: September 9, 2024Loyalty management can cap earning at the account level by configuring processes to track the overall balance at the master level of a member in one program. Alternatively, programs can be defined to include tier groups or engagement tracking with different earning caps, and processes configured. In addition, Loyalty management programs can apply time bounds...
Explain the variety of points expiration options available in your platform.
Last Updated: September 9, 2024Loyalty Management supports qualifying points and non-qualifying points as currency options that you can incorporate into your program structure. Qualifying points measure a member’s level of engagement in a loyalty program and help assess a member’s tier for upgrade or downgrade. Non-qualifying points are points that members earn for their loyalty program-related activities, which they...
Explain how admins can manage different reward types in the rewards catalog.
Last Updated: September 9, 2024Multiple programs are supported, multiple campaigns, different reward types (benefits, promotions, vouchers, etc.) etc. The reward types can be based off any data type and include very complex logic, calculated on purchase requirements, customer data points, or any other data customers wish to incorporate into reward logic. Loyalty Management enables you to configure several types...
Explain how admins can set up and manage charitable donations as a reward type… – donating $$ to a partner organization
Last Updated: September 9, 2024Salesforce support integrations to various charitable organizations as a redemption or reward option via partner apps that have all of these plugins established. This means customers can easily have members fulfilling rewards to charity organizations of their choice based on the organization the customer wishes to make available.
Explain how admins should be able to manage the rewards catalog and set redemption limits and program expiry rules
Last Updated: August 3, 2025When setting up a loyalty program thresholds can be set in the program rules to define points requried to achieve the next tier or reward or associated sku’s. Rewards of any type can be capped at a desired amount to ensure/manage frequency of redemption or accrued to reach a milestone reward. Admins can configure rules...
Does your platform include an automatic promotion deployment tool that is triggered by customer actions or life cycle milestones? If so, please describe how this tool functions and the types of triggers that can be used.
Last Updated: September 9, 2024Yes. Promotions play a significant role in increasing product sales. Promotions can be a part of a larger campaign to spread awareness about a new product or can be a part of a targeted objective. Salesforce Loyalty Management offers several different options for Loyalty Promotions. There is a Quick Promotion Wizard that can be used...
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What capabilities does your platform offer for tracking and viewing member behaviors at an individual member level?
Last Updated: September 9, 2024Yes, Loyalty Management is built on the Salesforce platform which can store active locations for stores, and use the same in Loyalty transactions
Does your solution provide support for the issuance and management of badges or badging systems?
Last Updated: September 9, 2024Yes, Member Engagement Attributes can be created to track member activity over a period of time and reward members based on that. For eg- spend or no. of visits can be tracked for each member, and once the member reaches the target defined, appropriate process rules can be triggered to track or reward members. For...
