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Explain how the system manages the inventory/utilization tracking/ attribution & redemption of different rewards types including (owned & 3rd party)

Last Updated: September 9, 2024

Customer rewards are defined and managed at the program level. Loyalty Management allows you to define numerous different reward types, while inventory, attribution, tracking and redemption are can be viewed in the transaction journal for that specific loyalty program.

For promotions with codes and external partner promotions with limited available, what type of alerting would be available for an admin to indicate a need to replenish or if a reward is expiring and needing action by the admin

Last Updated: September 9, 2024

The number of rewards either internal or external is set during the loyalty program setup. As rewards are issued and thresholds are reached, automated workflows can be enabled to notiy admins directly in the platform or send notifications to external systems to let admins know to take action

Explain how badging can be configured in the system. How can an admin define a logic for badges? (E.g., user buying X number of item Y, or total value of purchases exceeding $ X, working out X amount)

Last Updated: September 9, 2024

Create Loyalty Program Badge records to define badges to assign to members based on your program requirements. For example, you can create badges for each of the tiers in your loyalty program or to recognize the top contributors on the program’s community. You can assign badges to recognize member milestones or other specific activities

Explain gamification mechanics that your system supports

Last Updated: September 9, 2024

Program managers can create games such as spin the wheel and scratchcard, and decide the rewards that customers receive after they play the games. We also support the concept of challenges or gamified promotions that involve reward customers based on one or more activities.

Explain how the system support a defined set of participating locations. Explain how a marketer maintain the list of participating locations.3.

Last Updated: September 9, 2024

Utilizing our Decision Table capabilities we can define a set of participating locations and the administration of this Decision Table can be done with manual entry by and admin level person or a file upload. The engin then can utilize this list on when to hand out an award or not.

Can user interface/experience be modified based on locale? (e.g. Tier Status more important than point value in Asia; may not be the same in NA/EMEA) How is language translation managed?

Last Updated: September 9, 2024

Yes. The platform expeierence can be modified to fit the specific needs of the programs in set regions. This would be done at the regions loyatly program level. Language is translated based on the locale set in the admin tools.

Explain how program elements (earning mechanisms, always on benefits, rewards catalog) can be configured at the global, country, city, state and store level. How can points economy be tailored to different currencies?.

Last Updated: September 9, 2024

Using global promotion management, admins can create criteria to define programs at the global, country, state, store level. Loyalty Program Currencies refer to qualifying and non-qualifying currencies associated with the program. Qualifying currency refers to the engagement of a member with the program and is associated with a tier group. Qualifying currency is used for...

Does the platform allow members carry a negative points balance? (This is relevant for returns.)

Last Updated: September 9, 2024

No. There is no negative point balance in Salesforce Loyalty Management. Escrow accounts can be used to hold points/rewards in the event of a return of a qualifying purchase.

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: October 8, 2025

Loyalty 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...