The Issue Voucher process template contains a rule and a set of parameters that allow you to issue vouchers to your loyalty program members and contacts. 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 Voucher category templates, select Issue Voucher and click Next.
- Enter a name for the loyalty program process.
- The Voucher Definition stores the key voucher information. Select the name of the voucher definition from the list.
- Save your changes.
A loyalty program process is created and it contains rule named Issue Voucher. The process also contains parameters that are used in the rule.
You can update the Issue Voucher rule step based on your requirements or create additional rules for the process.