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Loyalty Management
Overview of the Get Member Promotions Process Template

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Overview of the Get Member Promotions Process Template

Learn about the Get Member Promotions 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 Get Member Promotions rule has only one rule step to list the relevant promotions for a loyalty program member based on the input parameters. The parameters stores parameter values that the rule uses to list out the loyalty promotions.

Rule Step Name What Does the Rule Step Do? Parameters used in the Step What Does the Parameter Do? Examples of Customization
Get Member Promotions Lists out the relevant promotions to the member based on the input parameters. MemberEligibilityCategory This template parameter and input parameter stores the Member Eligibility Category values.

Based on the Member Eligible Category, categorize the promotions and enrollment actions. Accordingly, customize the process to fetch promotions for a member in all or any of these categories:

  • Eligible and already enrolled
  • Eligible but not yet enrolled
  • Ineligible

How Can You Execute the Processes Created Using the Change Member Tier Process Template?

Loyalty Management provides a Business API to execute processes created by cloning loyalty program process templates. You can integrate the external system and Loyalty Management with the Get Member Promotions API by executing it as per the input parameter.

  • The API is executed when you want to get member promotions relevant to your loyalty members in the loyalty program.
  • The MemberId or MembershipNumber is provided in the API request.

In the API, you must specify these values to execute the API for your cloned process:

  • In the API endpoint, specify the API name of your cloned process.
  • In the API request, specify the value for the parameter that is used in the Get Member Promotions rule.

    You must specify the MembershipNumber or MembershipId to fetch the promotions for the member.

When you execute the API, it runs the loyalty program process and the process fetches the promotions for the member using the value 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’s how you can use the process template:

Use Case How to Achieve the Use Case?
To show eligible and enrolled promotions to a member. Clone the process template and select the input parameter, Eligible from the Member Eligibility Category.
To show eligible but not yet enrolled promotions to a member. Clone the process template and select the input parameter, Eligible But Not Enrolled.
To show ineligible promotions to a member. Clone the process template and select the input parameter, Ineligible.
To show all the eligible and enrolled, eligible but not enrolled, ineligible promotions to a member. Clone the process template and select the input parameter, All.
 
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