--- schema_version: "1" id: ea1385bd2d906181f6276c8eb8abddd7984eff85618aeee0a5cd1afac59051f9 title: Configurations collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/data/264-0-0/c360_a_loy_mgmt_conf.md canonical_url: https://help.salesforce.com/s/articleView?id=data.c360_a_loy_mgmt_conf.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 704dd15043865473c75c28259846a0893139e0534a1fe7d1d70cbbf0abab815e description: Use these configuration steps to welcome new loyalty members to your program. products: - Data 360 release: "264" --- # Configurations Use these configuration steps to welcome new loyalty members to your program. ## Connect Loyalty Management to Marketing Cloud Engagement Implement Marketing Cloud Connect to connect Marketing Cloud Engagement and Loyalty Management. - Configure Marketing Cloud Engagement and Marketing Cloud Connect. - In Salesforce, assign the Loyalty Management permission set to the Marketing Cloud Connect system user. - In Salesforce, for the Marketing Cloud Engagement system user profile, select **Marketing User**. - To ensure proper mapping, synchronize the Loyalty [data extensions](https://help.salesforce.com/s/articleView?id=xcloud.content_block.htm&type=5&language=en_US) in this order. - Contact and User - Loyalty Program and Campaign - Loyalty Tier Group and Campaign Member - Loyalty Program Currency, Loyalty Program Member, Loyalty Tier, Loyalty Tier Benefit, and Voucher Definition - Loyalty Member Currency, Loyalty Member Tier, Promotion, and Transaction Journal - Loyalty Ledger and Voucher ![Successfully synchronized entities marked with a green checkmark and Synchronized status](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-data-data_cloud-264-0-0-production-enus/f3569962-3c9b-4f83-9d0c-b6a574e785da/data_cloud/images/loyalty_mgmt_signup_synchronized_data.png) - Install the [Loyalty Management Content Blocks managed package](https://sf-industries.my.salesforce-sites.com/loyaltymanagementcontentblocks) for Marketing Cloud Engagement. ![In the Content Builder Blocks tab, Loyalty Management custom content blocks for Loyalty Accrual, Loyalty Campaign Promotion, Loyalty Redemption, and Loyalty Tier Upgrade](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-data-data_cloud-264-0-0-production-enus/f3569962-3c9b-4f83-9d0c-b6a574e785da/data_cloud/images/loyalty_mgmt_sk_content_blocks.png) ## Welcome New Loyalty Members to Your Program via Marketing Cloud Engagement - Build an email in Marketing Cloud Engagement welcoming members to your loyalty program. - [Create a Welcome Journey](https://help.salesforce.com/s/articleView?id=mktg.mc_jb_welcome_campaigns.htm&type=5&language=en_US) in Marketing Cloud Engagement to deliver personalized loyalty welcome emails to members. ![Example Loyalty Welcome journey displayed on the Journeys Dashboard in Journey Builder](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-data-data_cloud-264-0-0-production-enus/f3569962-3c9b-4f83-9d0c-b6a574e785da/data_cloud/images/loyalty_mgmt_loyalty_welcomejourney.png) - Add wait periods, splits, and defined customer touchpoints. - To capture newly enrolled loyalty members, [define a Salesforce data entry](https://help.salesforce.com/s/articleView?id=mktg.mc_jb_configure_salesforce_data_event.htm&type=5&language=en_US) based on the Loyalty Program Member object. ![A summary of the Entry Source definition for a Loyalty Welcome journey](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-data-data_cloud-264-0-0-production-enus/f3569962-3c9b-4f83-9d0c-b6a574e785da/data_cloud/images/loyalty_mgmt_sk_entrysource.png) Some marketing campaigns related to your Loyalty Program require using queries for journey entry. Use the query’s resulting data extension for the journey entry. To include [decisions splits](https://help.salesforce.com/s/articleView?id=mktg.mc_jb_use_decision_splits.htm&type=5&language=en_US), create additional queries. Consider Marketing Cloud Engagement query performance when designing your solution. - Query activities time out after 30 minutes. Multiple factors can cause query timeouts. - If the query activity is part of an automation, don’t add other activities to the same step of the automation. Alternatively, you can use an [API entry event](https://help.salesforce.com/s/articleView?id=mktg.mc_jb_admit_contacts_via_api.htm&type=5&language=en_US) to add the loyalty member to the journey directly from B2C Commerce or Salesforce Flow. To initiate the journey using REST API event, see [Interaction: Fire the Event](https://developer.salesforce.com/docs/marketing/marketing-cloud/guide/postEvent.html). #### See Also - [_Salesforce Help_: Marketing Cloud Connect](https://help.salesforce.com/s/articleView?id=mktg.mc_co_marketing_cloud_connect.htm&type=5&language=en_US) - [_Salesforce Help_: Integrate Loyalty Management with Marketing Cloud Engagement](https://help.salesforce.com/s/articleView?id=xcloud.loyalty_mc_integration.htm&type=5&language=en_US) - [_Salesforce Help_: Configure Marketing Cloud Connect](https://help.salesforce.com/s/articleView?id=mktg.mc_co_configure_the_marketing_cloud.htm&type=5&language=en_US) - [_Salesforce Knowledge_: Campaign Object Syncing Permissions](https://help.salesforce.com/s/articleView?id=000383948&type=1&language=en_US) - [_Salesforce Help_: Optimizing a SQL Query Activity](https://help.salesforce.com/s/articleView?id=mktg.mc_as_optimize_the_query_activity.htm&type=5&language=en_US) - [_Salesforce Help_: SQL Reference](https://help.salesforce.com/s/articleView?id=mktg.mc_as_sql_reference.htm&type=5&language=en_US) - [_Salesforce Help_: Optimize Journey Builder Performance](https://help.salesforce.com/s/articleView?id=mktg.mc_jb_optimize_sending_in_journey_builder.htm&type=5&language=en_US) - [_Salesforce Help_: Journey Entry Source: Data Extension](https://help.salesforce.com/s/articleView?id=mktg.mc_jb_data_extension.htm&type=5&language=en_US)