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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: September 9, 2024Loyalty 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,...
Does your platform support the purchase, gifting, or transferring of points between members? Please provide details on how these processes are managed.
Last Updated: September 9, 2024Our 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...
How does your system manage multiple expiration dates for offers based on different member statuses?
Last Updated: September 9, 2024Loyalty 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...
Can your platform handle offer issuance and manage the issuance process? Please explain the workflow and management tools available.
Last Updated: September 9, 2024While 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: September 9, 2024The 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.
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: September 9, 2024Loyalty Management can issue offers. These offers can be distributed via Salesforce Marketing Cloud Engagement Channels or via the API.
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: September 9, 2024Yes, 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: May 5, 2025Yes. 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...
What capabilities does your platform offer for tracking and viewing member behaviors at an individual member level?
Last Updated: July 28, 2025Yes, Loyalty Management is built on the Salesforce platform which can store active locations for stores, and use the same in Loyalty transactions