Explain how the platform handles points associated for specific SKUs, multiple SKUs,
Last Updated: September 9, 2024Salesforce Loyalty Management can facilitate points being awarded at the SKU level, for Multiple SKUs being ordered together, or at the Category level meaning when you order any product in a particular catagory can will be rewarded in a specific way.
Explain how the system can allow for the issuance and management of Bonus points/ Points accelerators and ad-hoc issuance fo points earn (examples include: transactional activities, specific products/categories, activities or engagement, enrollment, incentives and non-transactional like birthday or anniversary)
Last Updated: July 13, 2025Salesforce Loyalty Management allows and facilitates the issuance and management of Bonus Points and/or Point Accelerators and the ad-hoc issuance for points as needed. A Promotion can be created to award “Bonus Points” for transactional activities, for example for a certain product or certain set of products and/or for a specific segment of people or…
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: September 9, 2024When 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…
Explain how your system integrates with and/or generates digital barcodes, QR codes, and dynamic codes for offers.
Last Updated: September 9, 2024The IOS/Android mobile SDK available in Salesforce Loyalty Management allows admins to generate/manage barcodes, QR codes, and dynamic offers
Explain how the loyalty platform previews & enables a pre-defined set of reward options when a customer earns a milestone; also if they want to bank milestones for the futures
Last Updated: September 9, 2024Salesforce Loyalty Management enables static benefits (automaticly issued awards, no options) and benefit options (a set of benefit options that the member can select 1 or 2 from depending on the rules) when a loyalty member achieves a specific milestone. Bankable milestones can be issued as a single use voucher or a multi-use voucher
