Marketing managers can use the Promotion With Loyalty Accrual Rule subagent to create and update promotions that reward loyalty program members for completing eligible accrual activities. They can also draft loyalty promotion emails for effective communication.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Loyalty Management, and Foundations or Agentforce 1 Editions. |
Subagent Details
| API Name | PromotionWithLoyaltyAccrualRule |
| Included Agent Actions |
Agent Action: Create or Update Promotion using Accrual Template
Gathers information about the loyalty accrual promotion that the marketing manager wants to create or update. The output includes the details of the promotion that was created or updated.
Here are a few example utterances for the action:
- Can you create a loyalty promotion for me called 'Cloud Kicks December Delights'? It should start on 2025-01-05, be part of the 'Cloud Kicks' program, and give 100 fixed 'Reward Points'. Customers need to buy at least 5 items and spend at least 100 to qualify.
- Set up a promotion named 'Summer Fun' for the 'Cloud Kicks Loyalty Program'. Members in the 'Gold Tier' should earn double points for purchases over $50.
Agent Action: Generate Loyalty Promotion Email
Creates the subject and content of a draft launch email for a promotion.
Here are a few example utterances for the action:
- Generate an email for the promotion you just created.
- Generate an email for the promotion you just updated.
A marketing manager at Cloud Kicks wants to create a loyalty promotion named 'Holiday Season Promotion' starting on March 1, 2025. This promotion is associated with the 'Cloud Kicks Insider' program and rewards 200 'Reward Points' for purchases above $250. The manager also wants to generate an email for the promotion.
The marketing manager launches Agentforce and enters the following utterance: Create a loyalty promotion with accrual rule type named 'Holiday Season Promotion' starting on March 1, 2025. This promotion is associated with the program named 'Cloud Kicks Insider' and rewards 200 'Reward Points' fixed points. It requires a minimum spend amount of $250. The promotion description is 'Get 200 Reward Points on all purchases above $250'. Generate an email for the promotion.
The agent generates the promotion with the specified details. The agent generates the content for the promotion's launch email, including the primary information and reward details.