Loyalty Management: Quick Promotions Setup, Permissions, and Awarding Points Without Transactions

Quick Promotions allow you to create loyalty promotions by using predefined templates instead of building promotions from scratch. The templates available, along with the required permissions, determine the promotion capabilities.

Commonly used templates include:

• Accrual Promotion Template, which is used to create or update promotions that award benefits based on member activity.
• Pricing Promotion Template, which is used to create or update pricing-related promotions.
• Enroll In Promotion process template, which enrolls loyalty program members into promotions, including enrollments initiated from external systems through the Connect API. This template does not support Credit Points or Debit Points as additional rules.

To design promotions by using these templates, users must have the Loyalty Program Promotion Designer permission, and the org must have access to Data Cloud.

Cause 1: Loyalty Program Promotion Designer permission or promotion objects are unavailable

If the Loyalty Program Promotion Designer permission set or Quick Promotion design objects are not available, the Loyalty Management Permission Set License (PSL) has likely not been provisioned in the org.

An organization may have another Loyalty-related license, such as the Referral Marketing PSL, without having the required Loyalty Management PSL. In this situation, enabling the related objects in a permission set is not sufficient. The Loyalty Management PSL must first be provisioned and assigned before the promotion designer permissions and objects become available.

Verify the license and assign the required permission

1. Navigate to Setup > Company Information and confirm that the Loyalty Management Permission Set License appears in the Permission Set Licenses related list.
2. If the Loyalty Management PSL is not listed, contact your Account Executive to request provisioning. Permission Set Licenses are provisioned by the Salesforce Account Team and cannot be enabled through Setup.
3. After the Loyalty Management PSL has been provisioned, navigate to Setup > Permission Sets and create or update a permission set that grants the Loyalty Program Promotion Designer permission.
4. Assign the permission set to users who will design Quick Promotions.
5. Confirm that Data Cloud access is available, as the promotion designer templates depend on Data Cloud.

Verification

Open the loyalty program and verify that the Accrual Promotion Template and Pricing Promotion Template are available when creating a new promotion. Also confirm that the Quick Promotion design objects are visible.

Cause 2: Awarding birthday or bonus points without a member transaction

If the requirement is to award points, such as birthday or bonus points, without a qualifying purchase or transaction, Quick Promotions and the standard accrual promotion templates do not provide this capability natively.

The standard promotion templates are designed for transaction-triggered accrual. In addition, the Enroll In Promotion process template does not support Credit Points or Debit Points as additional rules.

Award points outside of a transaction

To award points for non-transactional events:

• Use Flow or Apex to identify eligible members (for example, members whose birthday falls within the current period) and award points. This logic is not supported directly within Quick Promotions or the Enroll In Promotion process template.
• To identify eligible members, create a report filtered on the Contact Birthdate field by using a relative date filter such as THIS MONTH or NEXT 30 DAYS, and use the resulting member list as input to the Flow or Apex process that credits points.

Verification

Run the Flow or Apex for a test member whose birthday falls within the selected period and verify that the member's point balance increases without requiring an associated purchase or qualifying transaction.