Cultivate Partner Loyalty with Loyalty Programs

Available in: Lightning Experience

Available in: Sales Cloud Enterprise Edition (or above) with PEM, Partner Community, and External Apps licenses.

Transform your partner relationships by using Loyalty Management. Create a loyalty program and design promotions relevant to your company's requirements using a simplified guided flow. Add partners as corporate members to your loyalty programs.

Create a tier group to define tiers and the associated tier model for member recognition. Within this tier group, create multiple tiers to categorize members based on their loyalty activities. As members engage more with the program, they’re recognized to higher tiers and get more exclusive benefits. Incentivize partners to participate with tailored rewards, including vouchers and static benefits.

Define a currency to measure and reward member engagement and purchases. Define either a qualifying or a non-qualifying currency. Qualifying currency is associated with a tier group and is used for member tier evaluation. Non-qualifying currency refers to the points that the member earns for redemption.

Automate loyalty processes and track members, points, tiers, and vouchers. See Admin and Developer Resources with Loyalty Management.

When you use Loyalty Management Lite provided with Partner Ecosystem Management, note these limitations:

• Issue up to 10,000 vouchers.

The count of issued vouchers is based on the number of records in the voucher object, without considering the status of each voucher.

• Create and process up to 10,000 events.

The count of events is based on the number of records in the transaction journal object. See Feature Availability with Loyalty Management Licenses