Loyalty Management provides a list of Flow Builder actions that you can use to automate processes for your loyalty program.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Loyalty Management |
| Action | Description |
|---|---|
| Assign Member Tier Benefits | Assign to members the benefits that are associated with their current tier. |
| Change Tier | Change the tier of members. |
| Credit Points |
Credit points to members for Accrual-type transaction journals that are in Pending status. You can specify the number of points to credit and set an expiration date for fixed-type non-qualifying points. If you specify an expiration date for the points, the expiration date that's automatically calculated based on the currency's expiration period is overwritten. |
| Debit Points |
Debit points from members for Redemption-type transaction journals that are in Pending status. You can specify the number of points to debit. |
| Get Loyalty Promotions for Customer Data Platform |
Get a list of promotions that are associated with the Data Cloud segment to which members belong. This action is available only for instances in which Data Cloud is enabled. |
| Get Promotions for Transactions | Get a list of promotions that are applicable for transaction journals. |
| Get Member's Active Segment |
Get a list of active Data Cloud segments to which members belong. This action is available only for instances in which Data Cloud is enabled. |
| Get Points Balance | Get the points balance of members for a selected currency. |
| Get Tier | Get a member's current tier. |
| Issue a Voucher |
Issue vouchers to members based on a selected voucher definition. You can select to overwrite the voucher value and the effective date that's specified in the selected voucher definition. You can also associate promotions and benefits with the voucher. |
| Run Program Process for Transaction Journal | Run the applicable loyalty program process for either an Accrual-type or Redemption-type transaction journal that's in Pending status. |
| Transfer Member Points to Groups | Transfer members' points from their points balance to their groups' points balance for Processed transaction journals. |
| Update Progress For Cumulative Promotion Usage | Update members' progress towards achieving a Cumulative-type promotion's target. |
| Merge Loyalty Program Memberships | Merge two loyalty program memberships and transfer the points and vouchers to one membership. |
| Unmerge Loyalty Program Memberships | Unmerge a loyalty program membership. |
| Run Program Process | Run a loyalty program process based on the specified process rules and process parameters. |
| Cancel Accrual Transactions | Revert an accrual transaction and deduct points from the member’s points balance. |
| Cancel Redemption Trasactions | Revert a redemption transaction and credit points back to the member’s points balance. |
| Generate Member Referral Code | Generate referral codes for members. If members already have referral codes, use the action to generate new referral codes. |
- Get Members' Active Segments
Use the Get Member's Active Segments action in flows to get the list of active Data Cloud segments to which members belong. You can use this action in flows that reward members based on their segment. - Cancel an Accrual Transaction in Flows
Use the Cancel Accrual Transaction action in flows to revert an accrual transaction and deduct points from a member’s point balance. When you specify the transaction journal ID and cancellation reason, the action picks up the ledgers from the transaction journal and adds another transaction journal entry of the Accrual Cancellation journal type. - Cancel a Redemption Transaction in Flows
Use the Cancel Redemption Transaction action in flows to revert a redemption transaction and credit points back to a member’s point balance. When you specify the transaction journal ID and cancellation reason, the action picks up the ledgers from the transaction journal and adds another transaction journal entry of the Redemption Cancellation journal type. - Run Loyalty Program Processes by Using a Flow Action
Loyalty program processes can be created for various transactional, nontransactional, and tier-processing tasks in loyalty management. Processes are run based on defined parameters and rules. After you activate a process and the process's rules, you can find the processes in the Flow Builder actions in the Loyalty category.