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Member Engagement Attributes Workflow
Before you create engagement attributes for your loyalty program, learn about the workflow for engagement attributes.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Loyalty Management |
Create Engagement Attributes
An engagement attribute is used to track a specific member's behavior. When defining an engagement attribute, decide the duration of each period, the attribute's target, and whether you want to track the member progress for each period or across periods.
| Name | Value Reset Frequency | Reset Value On | Target Value | Overwrite Attribute Current Value | Details |
|---|---|---|---|---|---|
| In-App Purchases per Month | Monthly | 1 | 5 | No | The attribute's period duration is one month and the member must log in at least five times a month to be eligible for a reward. The members' progress for each period is tracked by unique records, not by a single record. |
| Orders above $500 | Custom | 365 | N/A | Yes | The attribute's period duration is one year but the attribute doesn't have a target value. Also, the members' progress is tracked across periods and the members' current value for a year is overwritten by the value from the next year. |
Update Members' Progress for Engagement Attributes
You can update members' progress for an engagement attribute only by using loyalty program process rules. Use these member engagement attribute-specific actions in loyalty program process rules:
- Update Current Value for Member Attribute: Update the member's progress in achieving the target value of an engagement attribute.
- Get Member's Attributes Values: Get the details of a member's progress for an engagement attribute.
You can update a member's progress, use a condition to check whether the member has achieved the attribute's target, and reward the member for achieving the target. You can also get the member's latest engagement attribute details to help with other processes.
- A condition checks whether the channel of the transaction journal is In-App.
- The Update Current Value for Member Attribute action increases the member's current value for the engagement attribute by 1.
- A condition verifies whether the member achieved the target value of the engagement attribute.
- The Issue Voucher action issues a voucher to the member.
- The Get Member's Attributes Value action gets the current value of the member for the In-App Purchases per Month engagement attribute.
In another rule, the latest details of the member's engagement attribute is fetched to check whether the member is close to achieving the target. A formula in a condition checks whether the member is close to achieving the target and a voucher is issued to encourage the member to achieve the target.
Reward Members for Achieving Engagement Attribute Target
You can either issue vouchers or credit points to members for achieving the target of an engagement attribute. In the rule that updates a member's progress for an engagement attribute, use a condition to check whether the member has achieved the target value. You can then use the Credit Points action or the Issue Voucher action as a child step of the condition to reward the member.
Reset Members' Current Value for an Engagement Attribute
A member's current value for an engagement attribute is automatically reset in these scenarios.
| Scenario | What Happens |
|---|---|
| The member achieves the target value of the engagement attribute. | The member's current value is reset to zero after the rule updates the member’s current value. |
| A period of the member's engagement attribute has ended. For this engagement attribute, the member's progress is tracked for every period. | The member's current value is reset to zero when the rule updates the member's current value after the end date of the period. |
Track Members' Progress
After you update a member's progress for an engagement attribute, you can track the member's progress by using Loyalty Program Member Attribute Value records. A Loyalty Program Member Attribute Value record is created when a member's progress in achieving the engagement attribute target is updated for the first time during a period. If a member's progress is tracked across periods, then one Loyalty Program Member Attribute Value record tracks the member's progress across the lifecycle of the attribute. If the member's progress is uniquely tracked for each period, then Loyalty Program Member Attribute Value records are created for each period.
Decrease Member’s Current or Cumulative for Cancellations
A member's current value for an engagement attribute isn't automatically decreased for whenever they cancel the activity due to which the value was increased. For example, if a member’s current value isn’t decreased after a member cancels a transaction for which their engagement attribute’s current value was increased.
