Create a Process Using Get Member Promotions Process Template

To display member promotions in an external application, you can use the Get Member Promotions process template that enables you to list the member promotions as required. 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
  1. From the App Launcher, find and select Loyalty Management.
  2. On the Loyalty Program list view, open the loyalty program for which you want to create the process.
  3. Click Loyalty Processes.
  4. On the Loyalty Program Processes related list, click New.
  5. Select Create from Template and click Next.
  6. From the Promotion category templates, select Get Member Promotions and click Next.
  7. Enter a name for the loyalty program process.
  8. Select Member Eligibility Category .
  9. Save your changes.

A loyalty program process is created and it contains rule named Get Member Promotions. The process also contains parameters that are used in the rule.