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: August 3, 2025When 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
Explain how the system manages the inventory/utilization tracking/ attribution & redemption of different rewards types including (owned & 3rd party)
Last Updated: September 9, 2024Customer rewards are defined and managed at the program level. Loyalty Management allows you to define numerous different reward types, while inventory, attribution, tracking and redemption are can be viewed in the transaction journal for that specific loyalty program.
For promotions with codes and external partner promotions with limited available, what type of alerting would be available for an admin to indicate a need to replenish or if a reward is expiring and needing action by the admin
Last Updated: September 9, 2024The number of rewards either internal or external is set during the loyalty program setup. As rewards are issued and thresholds are reached, automated workflows can be enabled to notiy admins directly in the platform or send notifications to external systems to let admins know to take action
Explain how badging can be configured in the system. How can an admin define a logic for badges? (E.g., user buying X number of item Y, or total value of purchases exceeding $ X, working out X amount)
Last Updated: September 9, 2024Create Loyalty Program Badge records to define badges to assign to members based on your program requirements. For example, you can create badges for each of the tiers in your loyalty program or to recognize the top contributors on the program’s community. You can assign badges to recognize member milestones or other specific activities
Explain gamification mechanics that your system supports
Last Updated: September 9, 2024Program managers can create games such as spin the wheel and scratchcard, and decide the rewards that customers receive after they play the games. We also support the concept of challenges or gamified promotions that involve reward customers based on one or more activities.