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Does your solution provide support for the issuance and management of badges or badging systems?
Last Updated: January 15, 2026Yes, Member Engagement Attributes can be created to track member activity over a period of time and reward members based on that. For eg- spend or no. of visits can be tracked for each member, and once the member reaches the target defined, appropriate process rules can be triggered to track or reward members. For...
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: January 15, 2026Yes, Customer progress can be monitored for cumulative promotions where a member needs to achieve a specific target for the promotion.
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: January 15, 2026Yes. 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...
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: January 15, 2026Loyalty Management can issue offers. These offers can be distributed via Salesforce Marketing Cloud Engagement Channels or via the API.
Can your platform handle offer issuance and manage the issuance process? Please explain the workflow and management tools available.
Last Updated: January 15, 2026While certain functionalities may not be available directly out-of-the-box, they can be achieved through system configuration without the need for custom coding. This approach ensures that specific business requirements can be met while maintaining system integrity and upgradability.
How does your platform track and reward member progress within a loyalty program?
Last Updated: January 15, 2026The 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.
How does your system manage multiple expiration dates for offers based on different member statuses?
Last Updated: January 15, 2026Loyalty 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...
Is your system capable of rewarding members based on specific events such as birthdays, anniversaries, or other dates specified by ##BRAND##?
Last Updated: January 15, 2026Loyalty 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: January 15, 2026Our 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...
Protected: Can scale for growth and program needs
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