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Loyalty Management
Reward Members for Loyalty Program Enrollment (Example)

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Reward Members for Loyalty Program Enrollment (Example)

Reward new members with an enrollment bonus.

Required Editions

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

Create a Flow to Award Points to Members

New members of the Corporate Loyalty Program are awarded with 200 points as a part of loyalty program enrollment.

  1. From Setup, in the Quick Find box, enter Flows, and then select Flows.
  2. Click New Flow.
  3. Select Record-Triggered Flow, and click Next.
  4. On the Start element, click Choose Object.
  5. Select Loyalty Program Member, and provide these details:
    • Condition Requirements: All Conditions Are Met
      • Field: MemberStatus
      • Operator: Equals
      • Value: Active
  6. Click Done.
    To check if the member belongs to the Corporate Loyalty Program, perform these steps:
  7. Click +.
  8. Select Decision and provide these details:
    • Label: Check Loyalty Program Name
    • In the New Outcome tab, complete the following fields:
      • Label: Corporate Loyalty Program
      • When to Execute Outcome: All Conditions Are Met (AND)
      • Resource: {!$Record.Program.Name}
      • Operator: Equals
      • Value: Corporate Loyalty Program
  9. Click Done.
    To get Accrual Journal Type and Enrollment Bonus Journal Subtype records, perform these steps:
  10. Click +.
  11. Select Get Records and provide these details:
    • Label: Get Accrual Journal Type
    • Object: Journal Type
    • Condition Requirements: All Conditions Are Met
      • Field: Name
      • Operator: Equals
      • Value: Accrual
      • How Many Records to Store: Only the first record
  12. Click Done.
  13. Click +.
  14. Select Get Records and provide these details:
    • Label: Get Enrollment Bonus SubType
    • Object: Journal SubType
    • Condition Requirements: All Conditions Are Met
      • Field: Name
      • Operator: Equals
      • Value: Enrollment Bonus
      • How Many Records to Store: Only the first record
  15. Click Done.
    To create transaction journal records, perform these steps:
  16. Click +.
  17. Select Create Records and provide these details:
    • Label: Create Journal For Enrollment
    • How Many Records to Create: One
    • How to Set the Record Fields: Use separate resources and literal values
    • In the Create a Record of This Object, select object Transaction Journal
    • In the Set Field Values for the Transaction Journal, specify these fields and values.
      • ActivityDate:{!$Record.EnrollmentDate}
      • JournalDate: {!$Flow.CurrentDateTime}
      • MemberId: {!$Record.Id}
      • LoyaltyProgramId: {!$Record.Program.Id}
      • UsageType: Loyalty
      • JournalTypeId: {!Get_Accrual_Journal_Type.Id}
      • JournalSubTypeId: {!Get_Enrolment_Bonus_SubType.Id}
  18. Click Done.
    To credit points for the transaction journal records, perform these steps:
  19. Click +.
  20. Select Action.
  21. In the Category section, select Loyalty.
  22. Search and select the Credit Points action and complete these fields:
    Field Value
    Label Credit Enrollment Bonus Points
    Program Corporate Loyalty Program
    Currency Type Points
    Recipient Member ID {!$Record.Id}
    Number of Points to Credit 200
    Journal ID {!Create_Journal_For_Enrolment}
    Promotion ID 2X Double Points Promotion
  23. Click Done.
  24. Save the changes.
  25. Name the flow Member Enrolment Bonus, and save the changes.
  26. Activate the flow.
 
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