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: May 5, 2025Yes. 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…
What capabilities does your platform offer for tracking and viewing member behaviors at an individual member level?
Last Updated: July 28, 2025Yes, 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: November 18, 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…
Can your loyalty platform support a multi-tiered program that offers members additional benefits based on spend thresholds, enrollments, or paid subscriptions?
Last Updated: September 9, 2024Yes, badges can be created and customised using Badges functionality – here.
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?
Last Updated: September 9, 2024Yes, Salesfore Loyalty Management supports creation of multiple tier groups and any number of associated tiers within the same program. The Tiers can be created in a certain order to determine the next higher tier when memberships get upgraded. The base tier is automatically assigned when the member is created. It is also possible to…
What features does your platform have that enable Customer Service to create cases or help requests in response to customer-submitted issues?
Last Updated: September 9, 2024Out of the box functionality is available for for service agents. Salesforce Data Cloud allows creation of additional Customer Profile Views – this would be the recommended way to create custom view(s) for Customer Service needs.
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: September 9, 2024Creation 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.
