The Loyalty Management app lets you create and set up loyalty programs for your Salesforce organization. You can configure each component of your loyalty program from the respective record page.
You can start by creating a loyalty program and then add tiers, tier groups, program currencies, members, partners, voucher definitions, benefits, and promotions for your organization. A loyalty program tracks and manages members’ activities, measures tier points, and assesses members for tier upgrades. The program rewards and recognizes members with points or vouchers.
Explore and Learn
Watch this video to understand how to create a loyalty program and add its tiers and currencies.
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Design a Loyalty
Program.
- Create a Loyalty Program
Create a B2B or a B2C loyalty program to enhance the business value for loyal customers and channel partners. - Create a Loyalty Tier Group
Create a loyalty tier group for the hierarchical grouping of the tiers in your loyalty program. - Create a Loyalty Tier
Create a loyalty tier to categorize members based on their activities in the loyalty program. - Create a Loyalty Program Currency
Create qualifying or non-qualifying currencies associated with a program. - Create a Benefit Type
Benefit Type groups benefits created under the benefit type. - Add Benefits to the Benefit Type
Add benefits within the Benefit Type. - Map Benefits to Actions
Associate benefits to Benefit Actions using Map benefits to actions. This action is optional. - Add Benefits to a Tier
Add the benefits of your loyalty program to a tier.