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Loyalty Management
Create an App from the Predictions for Member Engagement Template

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Create an App from the Predictions for Member Engagement Template

Create an app from the Predictions for Member Engagement template and share it with your users.

Required Editions

Note
Note This capability requires a Loyalty Analytics Plus subscription.
Available in: Developer, Enterprise, Performance, and Unlimited editions that have Loyalty Management enabled.
Note
Note To create the Predictions for Member Engagement app, ensure the dataset meets these requirements.
  • At least 400 records are available in the dataset.
  • At least 50 records are in the "Inactivity Flag" field, with true or false values, and there are at least 25 records in each category (True and False).
  1. Navigate to CRM Analytics Studio.
  2. Click Create, then select App.
  3. Select Predictions for Member Engagement, then click Continue.
  4. Take a quick look at the preview page, then click Continue.
  5. Analytics performs a compatibility check of your Salesforce org’s data. If it uncovers any issues, you see error messages with instructions about how to address them. Fix the issues and try app creation again. If it completes the check successfully, click Looks good, next.
  6. Select the fields that you want to add to your app. Select at least two fields with data that can improve the predictions.
  7. The next page of the wizard asks you to make three selections.
    1. Select the program for getting predictions.
    2. Select the non-qualifying currency for predictions.
    3. Select a CSAT question that you want Einstein Discovery to analyze.
  8. The next page of the wizard asks you to make two selections.
    1. Select the period for Einstein Discovery to aggregate data and train the predictive model.
    2. Select the period for identifying members with at least one transaction.
      Note
      Note Make sure that this period is within the period selected for training the model.
  9. Click Looks good, next.
  10. Name your app, then click Create.

    View the status of the app creation on the next screen. The process takes a minute or two. After it’s complete, refresh the page to see your app.

    Note
    Note If you see an error saying the Analytics Integration User doesn’t have access to selected fields, edit Salesforce field-level security.

Share the app with your users. You can share it only with users assigned the admin or user permission sets for Analytics for Loyalty.

  • Open your app if it’s not already open. If you navigated away from Analytics Studio, go back to it, select All Items, find your app, and click it.
  • Click share.
  • In the next screen, select Invite others: and then enter names to find users in your org.
  • To define the selected user’s access, select Viewer, Editor, or Manager.
  • Click Add, then save your changes.
 
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