When you want to enroll your loyalty program members in promotions, especially from an external system, you can use the Enroll in Promotion process template. 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 the Promotion category templates, select Enroll in Promotion and click Next.
- Enter a name for the loyalty program process.
- Save your changes.
A loyalty program process is created and it contains rule named Enroll in Promotions. The process also contains parameters that are used in the rule.
You can update the Enroll in Promotion rule step based on your requirements or create additional rules for the process.