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            Set Up Experiences for Loyalty Program Members

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            Set Up Experiences for Loyalty Program Members

            Create a feature-rich portal for your loyalty program members using the Loyalty Member Portal template. Keep your loyalty members engaged by letting them track their progress in the reward program with the Loyalty Member Portal. With a few clicks, admins can set up the loyalty member portal where program members can view their program details, including recent transactions, current tiers, benefits, points associated with each transaction, and profile details. You can customize the portal based on your company's requirements.

            Required Editions

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

            The Loyalty Member Portal is available for all the Experience Cloud Site licenses and user types except for guest users. The Experience Cloud site admins with the loyalty management license can set up the loyalty member portal with out-of-the-box components provided by the Experience Cloud site.

            • Loyalty Member Portal Workflow
              Here's a quick summary of all the steps an admin must complete to set up a loyalty member portal.
            • Enable the Experience Cloud Site in Your Org
              Enabling the Salesforce Experience Cloud site is the first step to create your Loyalty Member Portal.
            • Create Your Loyalty Member Portal
              Use the Loyalty Member Portal Lightning template to create a portal for your loyalty members. You can customize the portal using out-of-the-box components provided by the Experience Cloud site. Members can use the portal to view their profile details, including recent transactions, point balance, and current tiers.
            • Associate the Experience Cloud Site with a Loyalty Program
              You can associate a member with multiple loyalty programs. The Loyalty Member Portal shows the member’s loyalty programs that are associated with the Experience Cloud site. You can associate a Loyalty Member Portal only to one loyalty program member.
            • Customize the Loyalty Member Portal
              The Loyalty Member Portal home page is ready to brand and personalize your member experience. You can use the out-of-the-box components provided by Experience Cloud site to customize the portal.
            • Which Objects Are Available for Experience Cloud Users in Loyalty Management?
              Users and guest users of your Experience Cloud site can access data from the loyalty program associated with the site.
            • Enable Experience User
              Enable a user to log in to the Loyalty Member Portal on the Experience Cloud site.
            • Activate Your Loyalty Member Portal
              Activate your Loyalty Member Portal to make it accessible to the loyalty program members.
            • Launch Your Loyalty Member Portal
              Keep your loyalty members engaged by letting them track their own progress in the program with the Loyalty Member Portal. Members can view their profile details, loyalty program details, membership details, recent transactions, points balance, and current tiers. Members can also view the program currencies that members hold, the credited vouchers, promotions, and the benefits.
             
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