Learn about the Update Member Details process template and its components. Also, understand how you can use the template to create loyalty program processes based on your requirements and execute the processes.
Required Editions
| Available in: Lightning Experience in Enterprise, Performance, Unlimited, and Developer Editions |
| Available in: Orgs that have the B2C - Loyalty, B2C - Loyalty Plus, B2B - Loyalty, Loyalty Management - Growth, or Loyalty Management - Advanced license enabled |
How Do You Clone the Template if You Want to Credit Points to Members for Updating their Membership Profile?
You can clone the Update Member Details process template to update member details and credit points to members for updating their membership details.
Before you clone the Update Member Details process template, ensure that you create and activate a loyalty program process that credits points to members for updating their membership details. The process type of the loyalty program process must be TransactionJournal. Select a journal type and subtype that’s unique to the process, if you want to credit points to your member for updating member details. If you don’t want to credit any points, then leave the journal type and journal subtype fields blank.
When you clone the Update Member Details process template, select the same journal type and subtype as the loyalty program process that credits points to members for updating their membership details. The Update Member Details rule in the cloned process contains three steps. The third step in named Credit Points. The Credit Points step is a Run Program Process type action that runs the loyalty program process that you’ve created to credit points to members for the updating their membership details.
- The Journal Type can be any one of these values – Accrual, Redemption, Accrual Reversal, Redemption Reversal, Points Expiration, Qualifying Points Reset, and Manual Points Adjustment
- The Journal Subtype values include: CreditPointsSubtype, DebitPointsSubtype, Member Details Update, Member Enrollment, Member Referral and so on. You can filter and track the points by journal subtype so that are aware of points credited to members for a specific activity. For example, you can track the number points credited for member referrals.
Cloud Kicks clones the Update Member Details process template and selects Accrual as the journal type and Member Details Update as the journal subtype of the cloned process. The rule in the cloned process has three steps:
- Update Member Record
- Update Member’s Contact Record
- Credit Points
The Credit Points step runs the Credit Points for Membership Update loyalty program process.
What Does the Template Contain?
The template contains a rule and set of parameters. The Update Member Details rule contains two steps, one to update the member’s Loyalty Program Member record and another to update the member’s Contact record. The parameters store values that the rule uses to update member details.
| Rule Step Name | What Does the Rule Step Do? | Parameters used in the Step | What Does the Parameter Do? | Examples of Customization |
|---|---|---|---|---|
| Update Member Record | Updates the Loyalty Program Member record of the member with the details provided in the input parameters. | MembershipNumber | This input parameter stores the changed membership number of the member. |
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| EnrollmentDate | This input parameter stores the changed enrollment date of the member. | |||
| EnrollmentChannel | This input parameter stores the changed enrollment channel of the member. | |||
| Update Member’s Contact Record | Updates the member’s related Contact record with the details provided in the input parameters. | This input parameter stores the changed email ID of the member. |
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| MobilePhone | This input parameter stores the changed mobile phone of the member. | |||
| LastName | This input parameter stores the changed last name of the member. | |||
| FirstName | This input parameter stores the changed first name of the member. |
How Can You Execute the Processes Created Using the Update Member Details Process Template?
Loyalty Management provides a Business API to execute processes created by cloning loyalty program process templates. The UpdateMemberDetails API can be integrated with an external system to ensure that it’s executed when a member changes their details on the external system. If members update their details on your ecommerce site, integrate the site with the API to ensure:
- The API is executed when members’ change their details
- The members’ changes are provided in the API request.
In the API, you must specify these values to execute the API for your cloned process:
- In the API endpoint, specify the API name of your cloned process.
- In the API request, specify the values for the parameters that are used in the Update Member
Details rule.
You must specify the ID of the Loyalty Program Member record that must be updated, the ID allows the process to identify which member’s details must be updated.
When you execute the API, it runs the loyalty program process and the process updates the Loyalty Program Member and Contact records using the values provided in the API request. If the process contains the Credit Points step, the process selected in the step is automatically run to credit points to the member.
Examples of How You Can Use the Template
You can clone and extend the template based on your requirements. Here are a few ways you can use the template:
| Use Case | How to Achieve the Use Case? |
|---|---|
| Members update all of their membership details on a single page on your ecommerce site |
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| Members update their membership details on the loyalty program’s app and update their shopping preferences on your ecommerce site. |
You can create two processes using the template. The process is used to update member details that member’s update on your loyalty program site and another process to update member details that members changes on your shopping site.
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