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            Assess Member Tier by Using Loyalty Program Process

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            Assess Member Tier by Using Loyalty Program Process

            Configure a Tier Processing type loyalty program process to change the tier of your members. To help assess and change member tiers based on your required schedule, use a Batch Management job to run the tier change process.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions with Loyalty Management - Growth or Loyalty Management - Advanced
            User Permissions Needed
            To create a loyalty program process: Loyalty Management permission set
            To create a batch job: System Administrator profile

            Tier Processing type loyalty program processes allow you to use the Change Member Tier action to change the tier of eligible members. And you can use batch jobs to run Tier Processing type loyalty program processes.

            Before you design the process and create the batch job, create a Data Processing Engine definition or an Apex class that determines the members who are eligible for a tier change. The data about the list of eligible members is written back to a standard or a custom object that has a lookup relationship with the Loyalty Program Member records. The records of the object help the batch job identify the members eligible for a tier change and then the batch jobs runs the loyalty program process to change the tier of the eligible members.

            If you have a large volume of members, you can run unique processes with each process upgrading only the members who are eligible for a particular tier. In this case, you can either:

            • Create a single process to upgrade all eligible members to their eligible tiers. In the rule, use conditions to find the members who are eligible for each tier. Add a Change Member Tier action as a child of each condition. In the action, select the tier as a fixed value in the New Tier field.
            • Create separate processes with each process upgrading only the members who are eligible for a particular tier. In the Change Member Tier action, in the New Tier field, select the tier that the process is upgrading members to, as a fixed value. For each process, create a unique batch job that filters only the members who are eligible for the particular tier that the process is upgrading members to.
            1. Determine which members are eligible for a tier upgrade.
              1. Create a custom object that stores the details of the members who are eligible for a tier upgrade, including their current qualifying points balance and the current tier.
              2. Create a Data Processing Engine definition or an Apex class to find the members who are eligible for a tier upgrade and to add records in the custom object for the eligible members.
                The definition or class assesses only the members whose qualifying points balance has changed since the last tier assessment.
            2. Create a Tier Processing type loyalty program process.
              1. Either create a TierProcessing type loyalty program process from scratch or use the Change Member Tier process template to create a process.
              2. Design a rule that includes the Change Member Tier action.
                If the process is used to upgrade members who are eligible for a particular tier, select the tier in the New Tier input parameter of the change Member Tier action. If the process is used to upgrade all eligible members, add conditions to find the tier that they’re eligible for.
              3. Activate the rule and the process.
            3. Create a batch job to run the tier change loyalty program process.
              1. In the Define job step, select Loyalty Program Process as the process type, and select the TierProcessing type process that you want to run as the execution process.
              2. In the Select criteria step, select the object that contains the details of the eligible members, and select the object field that has a lookup relationship with Loyalty Program Member.
              3. Configure the criteria that filters the list of members whose data is sent to the selected process for the tier upgrade.
                If the process is used to upgrade members eligible for a particular tier, add a filter to identify the members who are eligible for the particular tier. If the process is used to upgrade all eligible members, you don’t need to select a filter criterion.
             
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