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Loyalty Management
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            Get Started with Loyalty Management

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            3. Loyalty Management

            Get Started with Loyalty Management

            Loyalty Management helps organizations design and run loyalty programs that recognize, reward, and engage your customers. Run B2B and B2C loyalty programs tailored to your industry’s requirements. Explore a trial org and then learn about what’s included, what setup we recommend, and how to get ready for your implementation.

            Loyalty Management for Service banner

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            Get Oriented

            What is Salesforce Loyalty Management?

            Video: Watch a Demo

            Create a Loyalty Management Learning Org

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            Dive In: Learn About the Recommended Core Features

            Design Your Loyalty Program Along with Its Tiers and Currencies

            Add Partners to Your Loyalty Program

            Watch: Design a Loyalty Program

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            Go Deeper: Define Rewards for Members

            Add Tier Benefits and Personalised Benefits

            Get Your Voucher Definitions Ready

            Design Badges for Your Members

            Configure Your Promotions and its Rewards

            Watch: Add a Loyalty Program’s Rewards

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            Extend Further: Learn About Additional Capabilities & Add-Ons

            Segment Members for Promotions using Data Cloud

            Stay Connected with Your Members using Marketing Cloud

            Offer Promotions in Real Time with Interaction Studio

            Add Widgets on Your Website

            Watch: Design Loyalty Engagement Widgets As Per Your Company’s Branding

            Watch: Embed Loyalty Engagement Widgets

            Mobile SDK for Loyalty Management

            Watch: Experience Loyalty Management on Your Mobile Devices 

            Loyalty Management Point of Sale API

            Watch: Loyalty Management POS API for In-Store and E-Commerce Unlocked Package

            Watch: Loyalty Management POS API for In-Store and E-Commerce Powered by MuleSoft

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            Get Ready for Your Implementation

            Turn on Loyalty Management Settings

            Provide Users Access to the Loyalty Management App

            Create Processes to Manage Member Events

            Configure a Tier Assessment Process

            Watch: Take a Tour of Promotion Setup

            Watch: Process Member Redemptions using Promotion Setup in Loyalty Management

            Watch: Use Loyalty Management Promotion Setup to Reward Members for Purchases

            Integrate with External Systems

            Give Partners Permissions to Edit Their Program Data

            Analyze Your Loyalty Program’s Performance

            Watch: Track the Performance of Your Promotions with CRM Analytics 

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            Know Your Resources & Get Help

            Trailhead: Loyalty Programs and Loyalty Management

            Loyalty Management Developer Guide

            Watch: Launch a Loyalty Program

             
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