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Overview of the Credit Points to Members Process Template
Learn about the Credit Points to Member process template and its components. Also, understand how you can use the template to create loyalty program processes based on your requirements and execute the processes.
Required Editions
| Available in: Lightning Experience in Enterprise, Performance, Unlimited, and Developer Editions |
| Available in: Orgs that have the B2C - Loyalty, B2C - Loyalty Plus, B2B - Loyalty, Loyalty Management - Growth, or Loyalty Management - Advanced license enabled |
What Does the Template Contain?
The template contains a rule and set of parameters. The Credit Points to Members rule has only one rule step: Credit Points. The parameters store values that the rule uses to credit points.
| Rule Step Name | What Does the Rule Step Do? | Parameters used in the Step | What Does the Parameter Do? | Examples of Customization |
|---|---|---|---|---|
| Credit Points to Members | Accrues and credits points to the Loyalty Program Member associated with the transaction journal based on the details provided in the input parameters. | CurrencyName | The input parameter stores the loyalty program currency in which points are credited to the member for their transactions. | If you have multiple currencies such as Non-Qualifying Points and Qualifying Points and when you want to credit points calculated in external systems, you can clone the template and select the currency to credit. This creates a separate API for each currency. In the payload for the API, you can specify the precalculated points from external system to be credited to the member’s points balance in Loyalty Management. |
| PointsToCredit | The input parameter stores the number of points to be credited to the member. | |||
| PointsCredited | The output parameter stores the number of points credited to the member. |
How Can You Execute the Processes Created Using the Credit Points to Members Process Template?
Loyalty Management provides a Business API to execute processes created by cloning loyalty program process templates. The CreditPointsToMember API can be integrated with an external system to ensure that it’s executed when a member accrues precalculated points in an external system. If members accrues points on your ecommerce site, integrate the site with the API when members’ accrue points.
In the API, you must specify these values before executing the API for your cloned process:
- In the API endpoint, specify the API name of your cloned process.
- In the API request, specify the values for the parameters that are used in the Credit Points
rule.
You must specify the CurrencyName and Points to Credit for the Loyalty Program Member .
When you execute the API, it runs the loyalty program process and updates the Points Balance using the values provided in the API request.
Examples of How You Can Use the Template
You can clone and extend the template based on your requirements. Here are a few ways you can use the template:
| Use Case | How to Achieve the Use Case? |
|---|---|
| A loyalty program has Reward Points as Non-Qualified Points and Tier Points as Qualified Points. The Loyalty Program Admin wants to create separate APIs for crediting Reward Points and Tier Points. | From the cloned process, go to the Credit Points rule and select the Currency as Reward Points.
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