Explain how to enable users accruing points (near real-time) for transactions on partner channels, wholesale partners and can you support different earning constructs for partners.
Last Updated: October 8, 2025Loyalty Management enables the onboarding and managing of cross-industry program partners to increase member engagement with the loyalty program. Partnerships give your members more options to engage members and help them earn and redeem points for complementary products or services. Our clients that utilize this function onboard partners in a few ways: Partners can be…
How does the software handle awarding points for transactions that use a “buy now, pay later” service?
Last Updated: September 9, 2024Vouchers and rewards can be configured to be issued in real-time or can be issued based on a parameter in relation to the date of the action (e.g. Date + 1 day Also, Loyalty Management provides the ability to escrow rewards. Points stored in escrow are not available for redemption until the escrow period ends,…
Explain how to enable earning (near real time) for activity (e.g., integration with apps, etc.): Please provide examples that you’ve enabled with other brands related to specific activity in partner apps
Last Updated: September 9, 2024Salesforce’s Loyalty Management was designed to Reward for anything that the customer might want to track about their Loyaly Members. As long as you can track customer activity we can get this information into the Loyalty Management Engine (via batch files, APIs, entered through the app) and we can reward on it. We have done…
How long before points vest for the member? Is it instantaneous? Or is it delayed – if so how long and can these be controlled/configured?
Last Updated: May 8, 2025Salesforce Loyalty Management gives you the ability to award points that are vested instantaneously or can be in “Escrow” where the points won’t be redeemable for a certain time frame and Loyalty Management administrators are in full control of that timeframe. The ability to Escrow is a capability that can be turned on but is…
Explain how the system can support A/B Testing – having different logic or earning rates within the same pilot/program.
Last Updated: November 25, 2025Salesforce Loyalty Management enables and supports A/B Testing via Loyalty Promotions. Loyalty Promtions will allow customers to segement their members based on any type of attribute logic and then have different earning rates / logic based on the specific promotion. When a Loyalty Member calls into the call center, an agent would be able to…
Explain how your system can manage variable and varying earn rates for different behaviors (e.g., Earn for Spend, Earn for Engagement, Earn for Activity, Earn for Wholesale Purchases, Earn Badges or Status, etc… E.g., and points accrual for baseline earning behaviors where there would be different earning rates for different behaviors
Last Updated: September 9, 2024Salesforce Loyalty Management can manage varying earn rates through flexible rules and configurations that accommodate different earning scenarios based on customer behaviors, actions, or transactions. These can be configured in the platform through an easy to use rule process rule builder.
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: September 9, 2024Salesforce 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…