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Assess Member Tier by Using Flows
Configure a flow to assess and upgrade the tier of members. Use Data Processing Engine to find the members who are eligible for a tier upgrade and a decision table to choose the tier that an eligible member can be upgraded to.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Loyalty Management |
| User Permissions Needed | |
|---|---|
| To create a flow in Flow Builder: | Manage Flow |
| To create a Data Processing Engine definition: |
|
| To create a decision table: | System Administrator profile |
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Find the members who are eligible for a tier upgrade.
- Create a custom object that stores the details of the members who are eligible for a tier upgrade, including their current tier and qualifying points balance.
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Create a Data Processing Engine definition to select the members who are eligible
for a tier upgrade and to add records of the eligible members in the custom
object.
The definition assesses only the members whose qualifying points balance has changed since the definition’s last run.
- Create a custom object to store the tier assignment rules that determine the qualifying points balance range for each tier.
- Create a standard type decision table using the tier assessment rules custom object as source to decide which tier members are eligble for based on their qualifying point balance.
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Create a flow that:
- Runs the Data Processing Engine definition to find the members who are eligible for a tier upgrade.
- Run the decision table rules to find the tier that the eligible members are to be assigned to.
- Uses the Get Tier action to get the current tiers of the members.
- Checks whether a member’s current tier is lower than the member’s eligible tier.
- Upgrades the tier of members whose current tier is lower than their eligible tier.
- (Optional) Assigns tier benefits to members based on their upgraded tier.
If you have Loyalty Management - Growth or Loyalty Management - Advanced license enabled, you can also run the benefit actions that are associated with the tier benefits assigned to members.
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Run the tier upgrade flow.
- Create a Batch Management job to run the tier upgrade flow.
- Create a scheduled flow to run the batch job.
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