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Loyalty Management
Personalized Promotions in Loyalty Management

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Personalized Promotions in Loyalty Management

Increase engagement and maximize revenue by using predictive AI to set unique targets for each loyalty program member instead of one fixed target.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Loyalty Management
  1. How Personalized Promotions Work in Loyalty Management
    Personalized Promotions replace a single fixed target with individualized Easy, Moderate, and Hard targets for each of your program members. Sourced from a predictive AI model or an external model, personalized targets determine how members enroll in, qualify for, and earn rewards from a promotion.
  2. Set Up Personalized Promotion Target Generation
    Enable Scoring Framework and configure the required permissions and data settings before generating personalized promotion targets by using Predictive AI in Salesforce.
  3. Generate Personalized Promotion Targets by Using Predictive AI
    Create a Scoring Framework template configuration to generate personalized targets for your loyalty program members.
  4. What Happens When Personalized Promotion Template Activation is Complete
    When the Scoring Framework template configuration is complete, Scoring Framework creates the resources used to generate and store personalized promotion targets.
  5. Training and Scoring Options for Personalized Loyalty Promotions
    Reference the configuration options for setting up data, defining model parameters, and configuring debug settings when creating a Scoring Framework template configuration for Personalized Promotions.
  6. Enrollment Behavior for Predictive AI Model Promotions
    When a member enrolls, Salesforce copies predicted target values from the output data model object to the member's Promotion Party Usage record. Enrollment fails if no prediction record exists, and target values are locked after the member enrolls.
 
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