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Loyalty Management
Manage Limits for Record-Based Promotions

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Manage Limits for Record-Based Promotions

Restrict the total number of vouchers issued and points credited per promotion. When transaction journals are processed, Loyalty Management checks usage in real time to make sure that limits are strictly enforced.

Required Editions

Available in: Lightning Experience in Enterprise, Performance, Unlimited, and Developer Editions
Available in: Orgs that have the B2C - Loyalty, B2C - Loyalty Plus, B2B - Loyalty, Loyalty Management - Growth, or Loyalty Management - Advanced license enabled
User Permissions Needed
To define promotion limits: Loyalty Management permission set

Define Limits

For each limit that you want to enforce, perform these steps.

  1. In the Loyalty Programs tab, select your loyalty program.
  2. From the Promotions section of the Experiences tab, click the loyalty promotion to which you want to add limits.
  3. Open the Limits tab.
  4. Click New.
  5. For Category, select Promotion Level.
  6. For Type, select Points or Vouchers.
    You can define only one voucher-type limit per promotion. For points, you can define a limit for each loyalty program currency.
  7. If you select Points, select a value for Loyalty Program Currency.
  8. In the value field, enter the limit.
  9. Save your changes.

Apply Limits

To apply the limits, perform these steps.

  1. Create a loyalty program process with the TransactionJournal process type.
  2. Add a process rule with the created promotion.
  3. Add the Credit Points or Issue Vouchers program process rule actions.

Loyalty Management uses the limit framework to enforce the limits. See Limits Framework.

 
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