The Credit Points to Members process template contains a rule and a set of parameters that allow you to credit the accrued points of the Loyalty Program Member. You can create a process using the template and extend it based on your requirements.
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 |
| User Permissions Needed | |
|---|---|
| To clone loyalty program process templates: | Loyalty Management permission set |
- From the App Launcher, find and select Loyalty Management.
- On the Loyalty Program list view, open the loyalty program for which you want to create the process.
- Click Loyalty Processes.
- On the Loyalty Program Processes related list, click New.
- Select Create from Template and click Next.
- From Transactional category, select Credit Points to Member and click Next.
- Enter a name for the loyalty program process.
- Select Loyalty Program Currency in which you want to credit points to the member’s points balance. For example, Reward Points, Tier Points.
- Select the date from which the rule must start processing transaction journals and credit points to the member.
- Save your changes.
A loyalty program process is created and it contains rule named Credit Points. The process also contains parameters that are used in the rule.
You can update the Credit Points rule step based on your requirements or create additional rules for the process.