Create Prepaid Points Pack for a Partner

Partners who opt for prepaid billing purchase points from the loyalty program in packs. These points are added to the partner’s purchased points. When a member accrues points for a partner transaction, points are deducted from the partner’s purchased points. Points from the earliest purchased pack are deducted first. If the earlier pack doesn’t have the required points for a transaction, then the points are deducted from the succeeding pack.

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
  1. On the Loyalty Management app, go to a Loyalty Program Partner record.
  2. On the Loyalty Program Partner Prepaid Packs related list, click New.
  3. Specify values for these fields:
    Field Description
    Name Name of the points pack.
    Loyalty Program Partner The partner's name. The name auto-populates from the related list of the partner's record.
    Purchase Date The date when the pack was purchased.
    End Date The date after which the remaining points in the pack are no longer available.
    Purchased Points The number of points that are added to the partner’s Purchased Points field.
    Order

    The order record of the purchased pack.

    The field can be used for integrations between Loyalty Management with Salesforce Order Management.

  4. Save your changes.

The pack points are added to the partner's purchased points. You may want to check it out.