Can scale for growth and program needs
Last Updated: October 9, 2024Loyalty Promotions Management within Salesforce is a dynamic feature that allows for the effective management and combination of various promotions. These promotions can be tailored to distinct member segments and are easily activated through our Marketing system for optimal member communication. We offer three distinct types of promotions: – Standard Promotions: These promotions deliver instant…
Is your system capable of rewarding members based on specific events such as birthdays, anniversaries, or other dates specified by ##BRAND##?
Last Updated: September 9, 2024Loyalty Management is fully equipped to identify both the referrer and the referee through the Transaction Journal object. This object includes specific fields designed to capture all necessary referral-related information. Leveraging this capability, we can tailor processes and rules to appropriately reward the referrer, the referee, or both, in response to their activities within the…
Does your platform support the purchase, gifting, or transferring of points between members? Please provide details on how these processes are managed.
Last Updated: September 9, 2024Our Loyalty Management system is adept at rewarding members for a variety of activities, including writing product reviews, providing ratings, and engaging with Instagram posts, among others. This functionality is facilitated through the use of APIs. For an in-depth understanding of these capabilities, please refer to our help documentation available at Loyalty Program Real-Time Connect…
How does your system manage multiple expiration dates for offers based on different member statuses?
Last Updated: October 8, 2025Loyalty Management allows for the rewarding of members on special occasions such as birthdays, anniversaries, and other significant dates. Our configurable processes and rules are designed to recognize a member’s activity date, and rewards can be distributed based on these settings. Additional information on setting up these processes can be found in our documentation here…
Protected: Can your platform handle offer issuance and manage the issuance process? Please explain the workflow and management tools available.
Last Updated: June 23, 2025There is no excerpt because this is a protected post.
How does your platform track and reward member progress within a loyalty program?
Last Updated: September 9, 2024The expiration dates for points can be customized at the time of issuance, providing flexibility in how loyalty points are managed and creating opportunities for tailored expiration strategies that align with your loyalty program’s objectives.
Can your loyalty platform award and track offers or promotions for individual members based on specific criteria such as purchases, spend thresholds, enrollments, or interactions with certain products or actions?
Last Updated: June 23, 2025Loyalty Management can issue offers. These offers can be distributed via Salesforce Marketing Cloud Engagement Channels or via the API.
Does your loyalty platform integrate with online, in-app, and all in-store POS systems to award points for transactions involving products and services?
Last Updated: September 9, 2024Yes, Customer progress can be monitored for cumulative promotions where a member needs to achieve a specific target for the promotion.
Does your loyalty platform provide 1 to 1 Personalization in its offerings? Please elaborate on how personalization is achieved.
Last Updated: September 9, 2024Leveraging different types of activations keeps customers engaged and ultimately increases lifetime value. The following possibilities are available with Loyalty Management: Benefits. Create benefits that expand on the traditional earn-and-burn. These can be triggered by a member achieving a certain tier, or through a certain set of behaviors. Activate these benefits inside of Loyalty Management,…
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: September 9, 2024Yes. 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…
