Doc Summary
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 and then they award experiential rewards (i.e. free product/service, experiences, vouchers,…) when specific thresholds have been met.
When creating a points based program, Salesfroce’s Loyalty 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 can redeem for rewards. A Points based program can have as many different currencies as needed to track and reward as a customer wants. For example, you can use a qualifying point to track what a customer spends in a year, and then another qualifying point to track what the customer has spent over a lifetime with the company. Here different incentives can be setup and awarded for thresholds for that year and also for thresholds for the customer over a lifetime.
Non-qualifying points can use fixed or activity expiration models. With fixed expiration, each non-qualifying point in a member’s balance expires after a fixed period. In an activity expiration model, the member’s non-qualifying points balance expires if there is no member activity for a specified duration.
An example of this would be our clients that service both B2B and D2C customers- enabling them to create differentiated programs with entirely differentiated rewards, member, redemption, etc frameworks.
