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Loyalty Management
Loyalty Management Promotion Limits

Loyalty Management Promotion Limits

To keep promotions within budget and prevent fraud, marketing managers can set limits for both the overall promotion and individual customers on the Add Promotion Limits step of the wizard. In addition to Global Promotions Management limits, you can also add limits on the points awarded.

Required Editions

Available in: Lightning Experience
Available in: EnterprisePerformance, Unlimited, and Developer Editions with Loyalty Management
Note
Note For Loyalty Management promotions, Accrual Events and Engagement Trail, you can set limits only at the promotion level, and only on vouchers and points.

Here's the limit you can set on points for the overall promotion.

Limit Type What It Does Example
Points

The maximum number of points that a promotion can credit across all eligible loyalty program members.

Marketing managers set limits for non-qualifying currencies and qualifying currencies.

The promotion can't credit more than 500,000 points across eligible loyalty program members.

Here's the limit that you can set on points for each customer.

Limit Type What It Does Example
Points

Marketing managers decide the maximum number of points that each loyalty program member gets from the promotion.

Marketing managers set limits for non-qualifying currencies and qualifying currencies.

The promotion can't credit more than 100 tier points to a single customer.
Important
Important You can add the overall points limit and customer points limit for the same loyalty program currency. However, you can’t set the limits for more than one loyalty program currency.

The limits associated with loyalty program promotions use a limit framework designed to handle high-volume concurrent events.

This framework automatically extends LoyaltyPromCnsmpThldCtxt context definition and uses these objects to maintain the imposed limit:

  • Business Limit Specification: The business limit instance and its metadata.
  • Business Limit Tracker: The current usage of a business limit instance.
  • Business Limit Pending Transaction: A transient usage record that reserves a portion of a business limit.If the transaction fails, the reserved portion is available for future use.

The current usage of promotion limits is stored in the PromotionLimitUsage record. For loyalty promotion limits on points and vouchers, the corresponding PromotionLimitUsage record is updated every 30 minutes to reflect the actual usage count.

When you set limits for a promotion, some limits are automatically managed whereas others require you to set up processes to manage them. To learn how to set up processes to manage promotions, see Transaction Journal Execution API.

 
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