Use dynamic benefits to reward members based on the members' level of engagement with their loyalty program regardless of their current tier. For example, Early Access to Level X shoes is a benefit that is given to members who have completed a survey.
Required Editions
| Available in: Lightning Experience in Enterprise, Performance, Unlimited, and Developer Editions that have Loyalty Management enabled |
| User Permissions Needed | |
|---|---|
| To assign benefits to members: | Loyalty Management permission set |
- From the App Launcher, find and select Member Benefits.
-
Complete these fields:
Field Description Example Member Benefit Name The name of the benefit that is assigned and the member who's assigned the member fit. Exclusive New Product Access for Maria Member The member to whom the benefit is assigned. Maria Jimenez Status The status of the benefit actions that are associated with the selected benefit. If the benefit doesn’t have a benefit action, the status can be set to Processed. Processed Account The account associated with the member. — Contact The contact associated with the member. — Start Date The date from when the benefit is assigned to the member.
If you don’t specify a start date, the benefit is assigned to the member as soon as you save the record.
10/01/2022 End Date The date until when the benefit is assigned to the member. 10/02/2022 Description Add details about why the benefit is provided to the member. Member completed the Product Return Experience survey. Source Type Indicates that the member is provided the benefit manually. Manual Primary Reference Object Record The ID of the record that’s created by the associated benefit action. — Primary Reference Object Title The name of the record that’s created by the associated benefit action. — - Save your changes.