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Can surface the points/benefits experience to the customer in multiple applications outside of Loyalty Management / Salesforce

Last Updated: September 9, 2024

Yes, Loyalty Management comes with out of the box to fetch member information across multiple applications and channels – details are availble here.

Describe the variety of points/non-points loyalty programs this system can support. Include client examples of different program types.

Last Updated: September 9, 2024

Salesforce’s Loyalty Management supports a points program OR a non points program OR can support multiple programs with or without points on one instance. We have several customers who have created non-points based programs where the program tracks many different things their members are doing via different tracking mechanisms we have out of the box...

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: September 9, 2024

There 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...

Does your solution provide an API that supports account creation and management capabilities? If so, please detail the functionalities available through the API for managing accounts.

Last Updated: October 10, 2024

Yes. Salesforce Loyalty Management is equipped with a robust suite of business APIs designed to streamline account creation and management processes, ensuring seamless integration and operational efficiency.

Can scale for growth and program needs

Last Updated: October 10, 2024

Loyalty Promotions Management within Salesforce is a dynamic feature that allows for the effective management and combination of various promotions. These promotions can be tailored to distinct member segments and are easily activated through our Marketing system for optimal member communication. We offer three distinct types of promotions: – Standard Promotions: These promotions deliver instant...

Is your system capable of rewarding members based on specific events such as birthdays, anniversaries, or other dates specified by ##BRAND##?

Last Updated: September 9, 2024

Loyalty 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: September 9, 2024

Our 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, 2024

Loyalty 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...