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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)
Last Updated: September 9, 2024Loyalty management can cap earning at the account level by configuring processes to track the overall balance at the master level of a member in one program. Alternatively, programs can be defined to include tier groups or engagement tracking with different earning caps, and processes configured. In addition, Loyalty management programs can apply time bounds...
Explain the variety of points expiration options available in your platform.
Last Updated: September 9, 2024Loyalty Management supports qualifying points and non-qualifying points as currency options that you can incorporate into your program structure. Qualifying points measure a member’s level of engagement in a loyalty program and help assess a member’s tier for upgrade or downgrade. Non-qualifying points are points that members earn for their loyalty program-related activities, which they...
Explain how admins can manage different reward types in the rewards catalog.
Last Updated: September 9, 2024Multiple programs are supported, multiple campaigns, different reward types (benefits, promotions, vouchers, etc.) etc. The reward types can be based off any data type and include very complex logic, calculated on purchase requirements, customer data points, or any other data customers wish to incorporate into reward logic. Loyalty Management enables you to configure several types...
Explain how admins can set up and manage charitable donations as a reward type… – donating $$ to a partner organization
Last Updated: September 9, 2024Salesforce support integrations to various charitable organizations as a redemption or reward option via partner apps that have all of these plugins established. This means customers can easily have members fulfilling rewards to charity organizations of their choice based on the organization the customer wishes to make available.
Can your loyalty platform support a multi-tiered program that offers members additional benefits based on spend thresholds, enrollments, or paid subscriptions?
Last Updated: September 9, 2024Yes, badges can be created and customised using Badges functionality – here.
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?
Last Updated: September 9, 2024Yes, Salesfore Loyalty Management supports creation of multiple tier groups and any number of associated tiers within the same program. The Tiers can be created in a certain order to determine the next higher tier when memberships get upgraded. The base tier is automatically assigned when the member is created. It is also possible to...
What features does your platform have that enable Customer Service to create cases or help requests in response to customer-submitted issues?
Last Updated: September 9, 2024Out of the box functionality is available for for service agents. Salesforce Data Cloud allows creation of additional Customer Profile Views – this would be the recommended way to create custom view(s) for Customer Service needs.
How does your system ingest and reward customer activities based on both online and offline sources such as applications, call centers, and physical events?
Last Updated: September 9, 2024Creation of cases on behalf of loyalty menbers is fully supported with Salesforce Service Cloud. Loyalty CSRs can adjust points/ change tier/ issue voucher or merge memberships on behalf of a member during an inquiry or dispute. More details are available – here.
What tools does your platform provide for managing promotional codes?
Last Updated: September 9, 2024Can measure a memberÕs engagement with activity or modules
Please describe the process your system uses to perform customer account deletions as requested through an application, separate from Loyalty Management.
Last Updated: September 12, 2024Salesforce dramatically reduces the effort to integrate with either on-premises applications including Microsoft, Oracle, SAP, or other third-party solutions and external cloud services. One-third of all Salesforce transactions are made possible by system-to-system integration, making it the most trusted and successful enterprise API in the market. Salesforce provides six paths to integration success (many based...