Individual and corporate members of a loyalty program can be added to a group. As part of a group, members can pool points together. Based on a member's contribution percentage towards a group, the points earned by a member are transferred to the member's groups.
Required Editions
| Available in: Lightning Experience in Enterprise, Performance, Developer, and Unlimited Editions |
| Available in: Orgs that have the B2C - Loyalty Management Plus or the Loyalty Management - Advanced license enabled |
| User Permissions Needed | |
|---|---|
| To create a member group: | Loyalty Management |
- On the Loyalty Program tab of the Loyalty Management app, select the program for which you want to create a member group.
- On the Loyalty Program Members related list, click New.
- In the Member Type field, select Group.
-
Complete these required fields for a Group type member:
Field Description Membership Number The unique membership number of the group. Group Name The name of the group. Enrollment Date The date on which the group enrolled into the loyalty program. - In the Group Created By field, specify the loyalty program member who is either creating the group or has requested for the creation of the group.
- Save your changes.
On the group's Loyalty Member record, click Add Members to Group on the Group Members related list to add Individual or Corporate type members to the group.
Note Associated Groups is another related list that's added to the group's Loyalty Member record
by default. This related list is for Individual and Corporate type members. To remove the
Associated Groups related list for Group type members, see Update the Layout of Loyalty Program Member Record
Page.
After a group is created, members can view the details of the group on the loyalty program's site created using the Loyalty Member Portal template. To review the details of a group, a member must open the group's Loyalty Program Member record.