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Loyalty Management
Escrow Points

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Escrow Points

You can wait for a period before you credit points to members after they complete a transaction. You can also specify the number of days that you want to hold members' points in escrow and automatically release the points after the escrow period ends. Qualifying and nonqualifying points can be held in escrow.

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
Example
Example You can keep points in escrow until the return period for transactions end.
  • Understand How Escrow Points Work
    Before you escrow members’ points, find out more about the workflows that configure escrows for currencies and automate the process of releasing points to members' balances. Also, learn about how points are kept in escrow and correctly rolled over to the members' points balances.
  • Override the Escrow Date for Transactions
    You can ignore or reduce the escrow period for transactions if necessary. For example, you can choose to override the escrow period for specific products or services.
 
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