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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)
Last Updated: January 15, 2026Salesforce Loyalty Management allows and facilitates the issuance and management of Bonus Points and/or Point Accelerators and the ad-hoc issuance for points as needed. A Promotion can be created to award “Bonus Points” for transactional activities, for example for a certain product or certain set of products and/or for a specific segment of people 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.
Last Updated: January 15, 2026Salesforce Loyalty Management has an out of the box “Reverse Transaction” process to claw back the points that were given out should a purchased product is returned. If the original points had been added to the escrow, these point are removed from there. If escrow is not being used, the points will be removed thier...
Explain how the platform handles points associated for specific SKUs, multiple SKUs,
Last Updated: January 15, 2026Salesforce Loyalty Management can facilitate points being awarded at the SKU level, for Multiple SKUs being ordered together, or at the Category level meaning when you order any product in a particular catagory can will be rewarded in a specific way.
Explain how the system can support A/B Testing – having different logic or earning rates within the same pilot/program.
Last Updated: January 15, 2026Salesforce Loyalty Management enables and supports A/B Testing via Loyalty Promotions. Loyalty Promtions will allow customers to segement their members based on any type of attribute logic and then have different earning rates / logic based on the specific promotion. When a Loyalty Member calls into the call center, an agent would be able to...
Explain how your system can manage variable and varying earn rates for different behaviors (e.g., Earn for Spend, Earn for Engagement, Earn for Activity, Earn for Wholesale Purchases, Earn Badges or Status, etc… E.g., and points accrual for baseline earning behaviors where there would be different earning rates for different behaviors
Last Updated: January 15, 2026Salesforce Loyalty Management can manage varying earn rates through flexible rules and configurations that accommodate different earning scenarios based on customer behaviors, actions, or transactions. These can be configured in the platform through an easy to use rule process rule builder.
How long before points vest for the member? Is it instantaneous? Or is it delayed – if so how long and can these be controlled/configured?
Last Updated: January 15, 2026Salesforce Loyalty Management gives you the ability to award points that are vested instantaneously or can be in “Escrow” where the points won’t be redeemable for a certain time frame and Loyalty Management administrators are in full control of that timeframe. The ability to Escrow is a capability that can be turned on but is...
Explain how to enable earning (near real time) for activity (e.g., integration with apps, etc.): Please provide examples that you’ve enabled with other brands related to specific activity in partner apps
Last Updated: January 15, 2026Salesforce’s Loyalty Management was designed to Reward for anything that the customer might want to track about their Loyaly Members. As long as you can track customer activity we can get this information into the Loyalty Management Engine (via batch files, APIs, entered through the app) and we can reward on it. We have done...
How does the software handle awarding points for transactions that use a “buy now, pay later” service?
Last Updated: January 27, 2026Vouchers 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,...
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: January 15, 2026Loyalty 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...
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.)
Last Updated: January 15, 2026There are four main experiences that can be configured in Loyalty Management – Points, Benefits, Vouchers, and Promotions. Each of them can relate to transactional or experiential moments in the customer lifecycle. Point earning can occur when a $ transaction happens. Points can also be earned for experiences, like signing up for something new, or...
