Updated on February 26, 2025
- Can your loyalty platform support a multi-tiered program that offers members additional benefits based on spend thresholds, enrollments, or paid subscriptions?
- How does your system ensure that member profile data (including profile tiers, point balance across currencies, recent transactions, coupons, etc.) is accessible to Customer Service representatives?
- What features does your platform have that enable Customer Service to create cases or help requests in response to customer-submitted issues?
- How does your system ingest and reward customer activities based on both online and offline sources such as applications, call centers, and physical events?
- What tools does your platform provide for managing promotional codes?
- Please describe the process your system uses to perform customer account deletions as requested through an application, separate from Loyalty Management.
- How can your system surface points and benefits experiences to customers across multiple applications outside of the Loyalty Management/Salesforce ecosystem?
- Can surface the points/benefits experience to the customer in multiple applications outside of Loyalty Management / Salesforce
- Describe the variety of points/non-points loyalty programs this system can support. Include client examples of different program types.
- Describe the variety of earn mechanisms your platform can support (including but not limited to the ability to earn for transactions/purchases across categories/channels, ability to earn for non-transactional engagement based actions, etc.)