How does your system ingest and reward customer activities based on both online and offline sources such as applications, call centers, and physical events?
Last Updated: May 5, 2025Creation of cases on behalf of loyalty menbers is fully supported with Salesforce Service Cloud. Loyalty CSRs can adjust points/ change tier/ issue voucher or merge memberships on behalf of a member during an inquiry or dispute. More details are available – here.
What tools does your platform provide for managing promotional codes?
Last Updated: September 9, 2024Can measure a memberÕs engagement with activity or modules
Please describe the process your system uses to perform customer account deletions as requested through an application, separate from Loyalty Management.
Last Updated: September 9, 2024Salesforce dramatically reduces the effort to integrate with either on-premises applications including Microsoft, Oracle, SAP, or other third-party solutions and external cloud services. One-third of all Salesforce transactions are made possible by system-to-system integration, making it the most trusted and successful enterprise API in the market. Salesforce provides six paths to integration success (many based…
How can your system surface points and benefits experiences to customers across multiple applications outside of the Loyalty Management/Salesforce ecosystem?
Last Updated: September 9, 2024Yes, please refer to help the documentation here.
Can surface the points/benefits experience to the customer in multiple applications outside of Loyalty Management / Salesforce
Last Updated: September 9, 2024Yes, 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, 2024Salesforce’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…
How does the software handle awarding points for transactions that use a “buy now, pay later” service?
Last Updated: September 9, 2024Vouchers 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,…
Explain how to enable earning (near real time) for activity (e.g., integration with apps, etc.): Please provide examples that you’ve enabled with other brands related to specific activity in partner apps
Last Updated: September 9, 2024Salesforce’s Loyalty Management was designed to Reward for anything that the customer might want to track about their Loyaly Members. As long as you can track customer activity we can get this information into the Loyalty Management Engine (via batch files, APIs, entered through the app) and we can reward on it. We have done…
How long before points vest for the member? Is it instantaneous? Or is it delayed – if so how long and can these be controlled/configured?
Last Updated: May 8, 2025Salesforce Loyalty Management gives you the ability to award points that are vested instantaneously or can be in “Escrow” where the points won’t be redeemable for a certain time frame and Loyalty Management administrators are in full control of that timeframe. The ability to Escrow is a capability that can be turned on but is…
Explain how the system can support A/B Testing – having different logic or earning rates within the same pilot/program.
Last Updated: December 7, 2025Salesforce Loyalty Management enables and supports A/B Testing via Loyalty Promotions. Loyalty Promtions will allow customers to segement their members based on any type of attribute logic and then have different earning rates / logic based on the specific promotion. When a Loyalty Member calls into the call center, an agent would be able to…
