Add Loyalty and Referral Management components to partner sites built with the Partner Central template. The components give partners self-service access to loyalty program details, benefits, promotions, and transactions. Partners can also view joint business plan information and referral experiences.
Where: This change applies to Lightning Experience in Enterprise, Performance, and Unlimited editions with Sales.
How: Give partners access to loyalty and referral information without requiring them to contact support. Add these components to your Partner Central site in Experience Builder.
- Loyalty Program Details: Displays program information, including eligibility criteria, reward tiers, point accrual rules, and redemption options.
- Joint Business Plans Details: Shows shared goals, revenue targets, milestones, and strategies for a joint business plan.
- Partner Referral Welcome Container: Provides a welcome experience, onboarding context, and next steps for partners who arrive through a referral link.
- Tile Menu Wrapper: Arranges tile-based menu items with consistent layout, spacing, and styling.
- Points Summary: Shows partners their current loyalty point balance.
- Benefits Table: Lists the benefits that partners can redeem with their points.
- Active Promotions Catalogue: Displays promotions available to partners.
- Transaction Ledger: Shows partners their loyalty transaction history.