- 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.
- What capabilities does your platform offer for tracking and viewing member behaviors at an individual member level?
- Does your solution provide support for the issuance and management of badges or badging systems?
- Can your loyalty platform support a multi-tiered program that offers members additional benefits based on spend thresholds, enrollments, or paid subscriptions?
- How does your system ensure that member profile data (including profile tiers, point balance across currencies, recent transactions, coupons, etc.) is accessible to Customer Service representatives?
- What features does your platform have that enable Customer Service to create cases or help requests in response to customer-submitted issues?
- How does your system ingest and reward customer activities based on both online and offline sources such as applications, call centers, and physical events?
- What tools does your platform provide for managing promotional codes?
- Please describe the process your system uses to perform customer account deletions as requested through an application, separate from Loyalty Management.
- How can your system surface points and benefits experiences to customers across multiple applications outside of the Loyalty Management/Salesforce ecosystem?
