There are a few points to remember before you add member groups to your loyalty program and transfer points to groups.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Loyalty Management - Growth or Loyalty Management - Advanced |
Things to Keep in Mind
Here are a few things to keep in mind when you create and manage member groups:
- Groups aren't associated with tiers.
- Qualifying points can't be transferred to a group.
- Points can't be adjusted for groups.
- Vouchers can't be issued to groups.
- Promotions can't be offered to groups.
- Accrual type transactions associated with a group can't be canceled.
- The Expire Fixed Non-Qualifying Points Data Processing Engine definition expires a group's points based on the currencies' expiration date.
Recommendations
- Transfer member points to groups in batches and after the escrow period for a transaction is over. This ensures that points are transferred to groups from the member’s point balance and not from the member's escrow point balance.
- Transfer member points to groups after all the Credit type Loyalty Ledger records are created for a transaction. This ensures that the Transfer Member Points to Groups action doesn't miss transferring points for any of the Loyalty Ledger records. The action can transfer points for a journal only once. If ledgers are created after points are transferred for a journal, these new ledgers aren't considered by the action.
- Create Accrual type Transaction Journals for Individual or Corporate members only. In most business scenarios, an Individual or a Corporate member's activity leads to the creation of a transaction journal.