Activity-Based Currencies with Mixed-Expiration Subcurrencies

Optimize financial liability and drive member engagement by creating currencies that use the Activity with Mixed Subcurrencies expiration model. This model provides members with long-term value from their activity-based expiration points while encouraging the timely redemption of fixed-expiration points. It also provides liability control across partners and promotions by using point traceability.

Required Editions

Available in: Lightning Experience

Available in: Enterprise, Performance, Unlimited, and Developer Editions with Loyalty Management - Advanced

Important This feature is available only on request. Contact your Salesforce account executive.

Use Case

Let's say you want reward points that don't expire as long as members stay active, but you want promotional and partner points to expire within a specific timeframe to expedite usage. Here's how to set up the currencies.

Create a parent currency, Member Points, with the Activity with Mixed Subcurrencies expiration model.
Create a subcurrency, Reward Points, that inherits the activity-based expiration from the parent.
Create two subcurrency, Promotion Points and Partner Points, with fixed-duration expiration.

When members redeem points, point traceability maps every debited point to its originating source subcurrency.

Considerations for Creating Activity-Based Currencies with Mixed-Expiration Subcurrencies
Here are some considerations for currencies that use the Activity With Mixed Subcurrencies expiration model.
Create Activity-Based Currencies with Mixed-Expiration Subcurrencies
Set up currencies and subcurrencies that use the Activity With Mixed Subtypes expiration model to control how points expire.
Set Up Loyalty Program Processes and Actions
After you create currencies and their subtypes, create loyalty program processes or use invocable actions to credit and debit subcurrency points.
How Loyalty Management Consolidates Subcurrency Point Balances
When members transact, Loyalty Management uses Loyalty Aggregated Point Expiration Ledger records to consolidate point balances based on currency, subcurrency, and expiration date. The system performs real-time aggregation for all subtypes regardless of the settings on the Loyalty Management Settings page.
Run Data Processing Engine Definitions
After you create currencies that use the Activity With Mixed Subcurrencies expiration model, run the Data Processing Engine definitions required to expire currencies and roll over escrow points.
Track Redemptions and Associated Accruals with Traceability
Trace consumed points to their originating source by using traceability loyalty ledger records. Traceability records map target debit ledgers to source Loyalty Aggregated Point Expiration Ledger records. If a single debit ledger consumes points from multiple aggregate ledgers, Loyalty Management creates a dedicated traceability record for each aggregate ledger from which points are consumed.

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Activity-Based Currencies with Mixed-Expiration Subcurrencies

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Activity-Based Currencies with Mixed-Expiration Subcurrencies

Required Editions

Use Case