Workflow

Learn how data flows through the configurations when you welcome new loyalty members to your program.

Workflow for the Loyalty Welcome Journey

• Shopper joins the Loyalty Program by signing up online or in-store. (1)
• The Commerce and OMS systems send the member and order information to Loyalty Management using the API. (2)
• Loyalty Management receives member enrollment and updates membership tiers and points based on the defined loyalty programs. (3)
• A Salesforce data entry event identifies the new loyalty program member and triggers a Marketing Cloud Engagement Loyalty Welcome journey. (4)

Understanding the Flow of Data

• To send member information and reward transactions to Loyalty Management from Commerce, OMS, and POS systems, implement API processes.
• To replicate loyalty data in Marketing Cloud Engagement, implement Marketing Cloud Connect and synchronize Loyalty Management data extensions.
• To enter subscribed loyalty members into a Loyalty Welcome Journey, use a Salesforce Data Entry Event.