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Assign Badges to Members
Use actions in loyalty program process rules to assign badges to members and to check whether a badge is assigned to a member.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Loyalty Management - Growth or Loyalty Management - Advanced |
Assign Badges to Members
In a loyalty program process rule, use the Assign Badge to Member action to assign badges to members. The action assigns the badge to a member for whom the rule’s related loyalty program process is run. If the process is run to credit points to a member, the badge is assigned to the member to whom points are credited. In the action, you provide values for these inputs:
- Select the badge that's assigned to the member.
- Select Active as the status of the member’s badge.
Tip To expire member badges that have passed the validity end date, admins can create and run a Data Processing Engine definition. - Enter an end date when the badge is no longer assigned to the member.
If you don’t enter a date, the validity end date is automatically calculated based on the badge’s validity defined in the Loyalty Program Badge record.
- Specify the reason for assigning the badge to the member.
Check Member Badge Assignment
Use the action to check whether a badge is assigned to a member for whom the rule’s related loyalty program process is run. In a rule, use the action to verify whether the member is assigned a badge already to ensure that the badge isn’t assigned to the member multiple times. If the badge is associated with a reward, you can check whether the member is assigned the badge and then reward the member. In the action, you provide these inputs:
- Select the badge that you want to assign to check if the member is already assigned the badge.
- Select whether to check if the member’s badge is active or expired.
The action provides these outputs:
- Indicates whether the badge is assigned to the member. You can store this output in a Boolean data type parameter.
- Provides the validity end date of the member badge. You can store this output in a Date data type parameter.
