After loyalty program managers activate promotions that use loyalty program templates, set up a process or integrate an API to apply promotions for member transactions. Admins and system integrators can set a process or an integration to apply promotions for member transactions in real-time or in batches.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Loyalty Management |
Activate the Promotion’s Loyalty Program Process
You must activate the loyalty program process that contains a promotion’s rule. Only an active loyalty program process can process transaction journals. After you activate the process, admins can configure how to run the loyalty program process for transaction journals.
Use Flow Action to Apply Promotions for Transactions in Batches
Create a flow with the Run Program Process for Transaction Journal action to run the loyalty program process applicable for transaction journals. To learn more about how to use the Run Program Process for Transaction Journal action, see Process Transaction Journals in Batches by Using Flow Action.
Use Batch Management Jobs to Apply Promotions for Transactions in Batches
Create a batch job to run the loyalty program process applicable for transaction journals. To learn more about how to set up loyalty program process batch jobs, see Process Transaction Journals in Batches Using Batch Management.
Use Business API to Apply Promotions for Transactions in Real-Time
Integrate the Transaction Journal Execution Business API with external systems such as a POS system or your shopping site. The API creates transaction journals and runs the applicable loyalty program process for the transaction journals. To learn more about the Transaction Journal Execution API, see Transaction Journal Execution.
How Does the Promotion’s Rule Process Transaction Journals
A loyalty program process is applicable for a transaction journal when the journal type and subtype of the transaction journal and loyalty program process match. The rules of the applicable loyalty program process apply to the transaction journal. When the loyalty program process applies to a transaction journal, the rule that’s associated with the promotion also processes the transaction journal. A promotion rule checks if the transaction journal is eligible for the promotion and rewards the member if the transaction journal is eligible.
- Transaction Journal Execution API
Process non-pricing rewards for customers after they select promotions and place their orders.