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Loyalty Management
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          Loyalty Program Members

          Loyalty Program Members

          Loyalty program members are the members enrolled in a loyalty program that you create. A member can be part of multiple loyalty programs in an organization.

          Required Editions

          Available in: Lightning Experience in EnterprisePerformance, Unlimited, and Developer Editions that have Loyalty Management enabled.

          A member can be one of two types: individual or corporate. Individual members are represented by a contact in your organization and corporate members are represented by an account in your organization. Individual and corporate members can exist in the same loyalty program.

          A set of members can also form a Group type membership. Individual or Corporate members who are part of a group can pool non-qualifying points together.

          • Create a Loyalty Program Member
            You can create members who are enrolled in a loyalty program.
          • Member Groups
            You create groups and add members to the groups. Members can contribute a percentage of their own points to a group. A member can be a part of multiple groups and can also decide the percentage of points to contribute to each group.
          • Transfer Member Points to Other Members
            To ensure effective use of member points, members can transfer their redeemable points to other members of the loyalty program or to a group they are associated with. Service representatives can help transfer by using the Transfer Points action in a new or existing flow.
          • Member Engagement Attributes
            With member engagement attributes, you can track long-term member behavior. You can create engagement attributes and track a member's progress in achieving the attribute's target. Also, you can reward members for achieving the engagement attribute target.
          • Member Badges
            Assign badges to members based on members’ interaction with your loyalty program. You can assign badges to recognize member milestones or other specific activities.
          • Member Referral Code
            Members can use referral codes to invite their friends and family to join the loyalty program. When a member joins the loyalty program, you can automatically generate a referral code for the member or specify a referral code for the member when they join the loyalty program.
          • Manage Loyalty Program Members
            You can manage and view the program details of members, the tier that members belong to, the program currencies that members hold, member transactions, and benefits.
          • View Member Benefits
            You can view member benefit details, the status of benefits, and the records created or updated by Benefit Actions.
           
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