Add Benefits to a Tier

Add the benefits of your loyalty program to a tier.

Required Editions

Available in: Lightning Experience in Enterprise, Performance, Developer, and Unlimited Editions that have Loyalty Management enabled.
  1. Select a Loyalty Tier.
  2. On the Related tab, under Loyalty Tier Benefits, click Add Benefits.
  3. Search for the available benefits in the tier.
  4. Select the benefits.
  5. Save your changes.
  • Benefit Actions
    Benefit Actions are actions that can be triggered for a benefit. Benefit Actions are executed when a benefit is assigned to a member. For example, when a member is upgraded from Silver to Gold tier, the member gets priority support as an entitlement. This benefit requires a downstream action to create a priority service entitlement record in the Service Cloud. The record is created in the Service Cloud through benefit actions. The benefit action is executed to create the Priority Support Entitlement record when the Priority Support benefit is assigned to the member.
  • Assign Member Tier Benefits
    The Assign Member Tier Benefits is a flow action used as part of tier assessment. The action creates, updates, or expires records in the Member Benefits table. The action is based on the tiers associated with member benefits that include a defined Benefit Action.
  • Assign Dynamic Benefits to Members
    Use dynamic benefits to reward members based on the members' level of engagement with their loyalty program regardless of their current tier. For example, Early Access to Level X shoes is a benefit that is given to members who have completed a survey.
  • Process Member Benefit Action
    The Process Member Benefit Action is a flow action used to execute the Benefit Action associated with a benefit in a Member Benefit record.