--- schema_version: "1" id: 19adb4f8ade50c0db15d766f5768694061b7ad01071b86f23ddce446d71e2c0a title: Use Loyalty Management Content Blocks in Email Templates and Template-Based Emails collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/content_block.md canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.content_block.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 83d547982b2869116b2241eaa19913335aafea8b878c7101a52b178d37071675 description: Send personalized emails to your loyalty program members by using the Loyalty Management content blocks. products: - Loyalty Management release: "264" --- # Use Loyalty Management Content Blocks in Email Templates and Template-Based Emails Send personalized emails to your loyalty program members by using the Loyalty Management content blocks. ### Required Editions
Available in: Lightning Experience in Enterprise, Performance, Unlimited, and Developer Editions that have Loyalty Management and Marketing Cloud Engagement enabled.
![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-loyalty_management-264-0-0-production-enus/0590ce3e-5a09-45ab-8e5e-68f359c35886/images/icon_note.png) Note Loyalty Management content blocks can’t be used in multi-org Marketing Cloud Engagement instances where the Engagement instance is connected to multiple Salesforce CRM instances. ## Loyalty Management Content Blocks | Content Block | Description | | --- | --- | | Loyalty Campaign Promotion | Send emails to inform members about their promotions. | | Loyalty Tier Upgrade | Send emails to inform members when their tier is upgraded. | | Loyalty Accrual Transaction | Send emails to inform members about the points they’ve earned for an activity. | | Loyalty Redemption Transaction | Send emails to inform members about the points they’ve redeemed for an activity. | You can add Loyalty Management content blocks to your Engagement org by installing the [Loyalty Management Content Blocks package](https://sf-industries.my.salesforce-sites.com/loyaltymanagementcontentblocks). But before you install the package, perform these prerequisites. ## Prerequisites for Using Loyalty Management Content Blocks Before you complete the prerequisites for each Loyalty Management content block, ensure that you import the data for these objects into Engagement by using [Marketing Cloud Connect](https://help.salesforce.com/s/articleView?id=mktg.mc_co_marketing_cloud_connect.htm&type=5&language=en_US) and [synchronized data extensions](https://help.salesforce.com/s/articleView?id=mktg.mc_cab_creating_and_interacting_with_synchronized_data_sources.htm&type=5&language=en_US): - User - Contact For each Loyalty Management content block, import data into Engagement for some object fields. We also recommend that you import a few object fields for content blocks. The recommended fields are ones that most companies are likely to use in their emails. Depending on your company's requirements, you can also import data for fields that aren't mentioned here, ## Prerequisites for Using Loyalty Campaign Promotion Content Block - Associate at least one promotion with a campaign. - Import these object field data into Marketing Cloud Engagement by using [Marketing Cloud Connect](https://help.salesforce.com/s/articleView?id=mktg.mc_co_marketing_cloud_connect.htm&type=5&language=en_US) and [synchronized data extensions](https://help.salesforce.com/s/articleView?id=mktg.mc_cab_creating_and_interacting_with_synchronized_data_sources.htm&type=5&language=en_US): Marketing Cloud Connect API user must be assigned the Loyalty Management permission set in the Salesforce org. This ensures that the Loyalty Management objects are available to be added as data sources for data extensions in the Engagement org.
Object Fields
Promotion
  • Id
  • Name
  • CampaignId
Campaign
  • Id
  • Name
CampaignMember
  • Id
  • ContactId
## Prerequisites for Using Loyalty Tier Upgrade Content Block Import these object field data into Marketing Cloud Engagement by using Marketing Cloud Connect and synchronized data extensions:
Object Fields
LoyaltyTierBenefit
  • LoyaltyTierId
  • BenefitId
  • Name
LoyaltyProgram
  • Id
  • Name
LoyaltyTier
  • Id
  • Name
LoyaltyTierGroup
  • Id
  • Name
VoucherDefinition
  • Id
  • Name
  • Description
Contact Id
LoyaltyMemberCurrency
  • Id
  • LoyaltyProgramCurrencyId
  • LoyaltyMemberId
  • PointsBalance (recommended)
LoyaltyProgramMember
  • Id
  • ContactId
  • MembershipNumber (recommended)
LoyaltyMemberTier
  • Id
  • LoyaltyMemberId
  • TierExpirationDate (recommended)
Voucher
  • Id
  • LoyaltyProgramMemberId
  • TransactionJournalId
  • BenefitId
  • VoucherDefinitionId
  • VoucherCode
  • ExpirationDate
  • Status
## Prerequisites for Using Loyalty Accrual Transactions and Loyalty Redemption Transactions Content Blocks Import these object field data into Marketing Cloud Engagement by using Marketing Cloud Connect and synchronized data extensions:
Object Fields
Contact Id
LoyaltyProgramMember
  • Id
  • ContactId
  • MembershipNumber
LoyaltyMemberCurrency
  • Id
  • LoyaltyProgramCurrencyId
  • LoyaltyMemberId
  • PointsBalance (recommended)
LoyaltyProgramCurrency
  • Id
  • Name
  • CurrencyType
LoyaltyLedger
  • Id
  • TransactionJournalId
  • EventType
  • Points
  • LoyaltyProgramCurrencyId
TransactionJournal
  • Id
  • VoucherCode
  • MemberId
  • JournalTypeId
  • LoyaltyProgramId
  • Status
  • OrderId (recommended)
  • ProductId (recommended)
  • ProductCategoryId (recommended)
  • PartnerId (recommended)
  • UnitOfMeasure (recommended)
  • ReferredMemberId (recommended)
  • ReferredCorporateMemberId (recommended)
  • JournalSubTypeId (recommended)
  • PromotionId (recommended)
Product2 (optional)
  • Id
  • Name
ProductCategory (optional)
  • Id
  • Name
Partner (optional)
  • Id
  • Name
UnitOfMeasure (optional)
  • Id
  • Name
LoyaltyProgramPartner (optional)
  • Id
  • Name
JournalType (optional)
  • Id
  • Name
JournalSubType (optional)
  • Id
  • Name
VoucherDefinition
  • Id
  • Name
  • Description
Order (optional)
  • Id
  • OrderNumber
Voucher
  • Id
  • TransactionJournalId
  • VoucherDefinitionId
  • ExpirationDate
  • Status
## Add the Loyalty Management Content Blocks To add the Loyalty Management content blocks in your Engagement org, install the [Loyalty Management Content Blocks package](https://help.salesforce.com/s/articleView?id=xcloud.install_the_loyalty_management_package.htm&type=5&language=en_US). - **[Install the Loyalty Management Content Blocks Package](https://help.salesforce.com/s/articleView?id=xcloud.install_the_loyalty_management_package.htm&release=264.0.0&type=5)** To add Loyalty Management content blocks to your Marketing Cloud Engagement org, install the Loyalty Management Content Blocks package in your Engagement org. - **[Use Loyalty Management Content Blocks to Create Emails and Email Templates](https://help.salesforce.com/s/articleView?id=xcloud.use_loyalty_content_blocks.htm&release=264.0.0&type=5)** Create emails and email templates that provide members personalized information about their activities. #### See Also - [_Salesforce Help_: How to Use the File Transfer Activity in Automation Studio](https://help.salesforce.com/s/articleView?id=mktg.mc_as_using_the_file_transfer_activity.htm&type=5&language=en_US) - [_Salesforce Help_: Create a Data Extension in Marketing Cloud Engagement](https://help.salesforce.com/s/articleView?id=mktg.mc_es_create_data_extension.htm&type=5&language=en_US)