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)
Salesforce Loyalty Management allows and facilitates the issuance and management of Bonus Points and/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.
Salesforce Loyalty Management has an out of the box “Reverse Transaction” process to claw…
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)
Loyalty management can cap earning at the account level by configuring processes to track…
Explain the variety of points expiration options available in your platform.
Loyalty Management supports qualifying points and non-qualifying points as currency options that you can…
Explain how admins can manage different reward types in the rewards catalog.
Multiple programs are supported, multiple campaigns, different reward types (benefits, promotions, vouchers, etc.) etc….
Explain how admins can set up and manage charitable donations as a reward type… – donating $$ to a partner organization
Salesforce support integrations to various charitable organizations as a redemption or reward option via…
Explain how admins should be able to manage the rewards catalog and set redemption limits and program expiry rules
When setting up a loyalty program thresholds can be set in the program rules…
Explain how your system integrates with and/or generates digital barcodes, QR codes, and dynamic codes for offers.
The IOS/Android mobile SDK available in Salesforce Loyalty Management allows admins to generate/manage barcodes,…
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
Salesforce Loyalty Management enables static benefits (automaticly issued awards, no options) and benefit options…
Explain how the system manages the inventory/utilization tracking/ attribution & redemption of different rewards types including (owned & 3rd party)
Customer rewards are defined and managed at the program level. Loyalty Management allows you…
