Loading
Salesforce now sends email only from verified domains. Read More
Loyalty Management
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Member Badge Workflow

            You are here:

            1. Salesforce Help
            2. Docs
            3. Loyalty Management

            Member Badge Workflow

            Before you start creating badges for your loyalty program and assigning the badges to members, learn the complete workflow to create, assign, and track member badges.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions with Loyalty Management - Growth or Loyalty Management - Advanced

            Create Badges for Your Loyalty Program

            Design badges for your loyalty program before you start assigning the badges to members. When designing a badge, specify the period for which the badge is assigned to members and associate an image with the badge. After you create the Loyalty Program badge records for your program’s badges, use the rules in the loyalty program processes to assign badges to members.

            Example
            Example The loyalty program manager of Cloud Kicks Inner Circle creates two badges for members:
            Badge nameAssignment DurationStatusDetails
            Top Contributor to Community Until end of the year Active Regardless of when the badge is assigned to a member, the badge remains assigned to the member until December 31.
            Top Shopper 1 month Active The badge is assigned to the member for a month. If the badge is assigned to a member on April 1, 2022, the badge stays with the member until April 30, 2022.

            Assign Badges to Members

            Use the Assign Badge to Member action in a loyalty program process rule to assign badges to members. When assigning badges to members, you can choose a date until which the badge stays assigned to the member. This date overwrites the expiration date that’s automatically calculated based on the badge’s assignment duration.

            Example
            Example Cloud Kicks Inner Circle is running a promotion that issues a voucher and assigns a badge if members shop for more than US$1,000 a month. The loyalty program manager has already created a rule in a loyalty program process that updates the member’s progress towards achieving the promotion’s target. In the rule, a condition checks if the member has achieved the promotion’s target and the Assign Badge to Member action is added as the condition’s child action. If a member meets the US$1,000 target, then the member meets the condition’s criteria and the badge is assigned to the member.

            Check Whether a Badge Is Assigned to a Member

            The Check Member Badge Assignment action can be used to check if a member is assigned a particular badge. If rewards are associated with a badge, then you can check if a member is assigned a badge and reward the member accordingly. You can also use the action to check if a member is assigned a particular badge to ensure that the badge isn’t related to the member multiple times.

            Example
            Example Cloud Kicks Inner Circle assigns the Top Contributor to Community badge to a member who posts more than 20 times on the program’s community page in a year. The loyalty program manager has created a rule to assign the badge to the member in a process that runs monthly. The rule uses the Check Member Badge Assignment action to check if the member is assigned the badge already. If the badge is assigned to the member, then the rule doesn’t process any further. If the badge isn’t assigned, then the rule confirms that the member has already posted 20 times after the start of the year and then assigns the badge to the member.

            Track Badges Assigned to Members

            When a badge is assigned to member, a Loyalty Program Member Badge record is created. The record relates the badge with the member and provides the reason and the duration for which the badge is assigned to the member. A member’s active and expired badges are available on the Loyalty Program Member Badges related list of the Loyalty Program Member records.

            Expire Member Badges That Are Past the Expiration Date

            After a loyalty program member badge is past the expiration date, the status of the member badge isn’t moved to Expired. Admins can configure a Data Processing Engine definition that moves all member badges that have passed the end date to the Expired status. The definition can be run based on the instance's requirement.

            Important
            Important The Status field of the Loyalty Program Member Badge records is a dynamic picklist and you can add values to the picklist based on your requirements. We recommend that you select only the Active status when assigning badges to members by using the Assign Badge to Member action. If you want to change the status of active Loyalty Program Member Badge records, create Data Processing Engine definitions for the records.
             
            Loading
            Salesforce Help | Article