Set Up Loyalty Processes

Set up Loyalty Processes that include these actions.

You can also create business processes specific to your organization in Flows and Process Builder. To trigger business processes in real time, create flows or processes that run whenever a record is created or updated. For example, you can trigger a flow or a process when a Transaction Journal is created.

• Key Components
  Get to know the key components of loyalty processes.
• Flow Builder Actions for Loyalty Management
  Loyalty Management provides a list of Flow Builder actions that you can use to automate processes for your loyalty program.
• Member Enrollment Bonus
  To increase the engagement with the loyalty program, you can define an enrollment bonus for all the members who join the loyalty program of your organization. You can also reward points to members for referring members to your organization. The work flow for enrollment bonus is defined using Flows.
• Accrual Process
  Accrual transactions occur when a member performs an activity that earns them points. For example, an activity can be a product purchase from a host business or partner, a bonus, or any other business interaction. The business is responsible for payment when the member redeems or makes a claim for rewards.
• Redemption Process
  A redemption transaction occurs when a member redeems non-qualifying points for an award. It’s a real-time process, where the member’s points are deducted from their point balance. You can define redemption processes in Flow using Loyalty Actions or in Apex using Loyalty APIs.
• Data Processing Engine Definitions for Loyalty Management
  Loyalty App provides out-of-the-box templates that can process high-volume jobs. These templates help calculate the point balance, reset qualifying points, and expire points for your loyalty program members. The out-of-the-box job templates are enabled through Data Processing Engine.
• Orchestration of Loyalty Processes
  You can use batch jobs and data processing engine jobs that appear as invocable actions in the Flow and connect all the loyalty processes (Accrual, Redemption, Point Balance, Qualifying Point Reset, Point of Expiry) together. And you can schedule them to run at regular intervals.
• Tier Assessment
  Review the tier assignment of members at regular intervals and at the end of the tier period to check whether members are eligible for a tier upgrade based on their current qualifying points balance. You can either use a loyalty program process or a flow to upgrade the tier of the eligible members.
• Get Member Details from Transaction Journals When Loyalty Management and Rebate Management Are Enabled
  In Salesforce, if Loyalty Management and Rebate Management both are enabled, the Program Member Id field of the Transaction Journal object works as a polymorphic field. In Flows, you can retrieve the record ID only from polymorphic fields.
• Mobile SDK for Loyalty Management
  Enhance brand engagement by providing Loyalty Management features on your iOS and Android mobile devices. Use the iOS and Android Mobile Software Development Kit (SDK) for Loyalty Management to build custom mobile applications with immersive member experiences. Elevate member experience and loyalty by providing personalized offers, rewards, and checkouts on mobile devices.