Link Partners by Using Loyalty Management

The loyalty program member and partner must belong to the same loyalty program. A loyalty program manager or a customer service representative can initiate the linking. Make sure that you initiate linking within the linkage window that the partner allows.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Loyalty Management - Advanced
  1. From the App Launcher, search and select Loyalty Program Member Linked Partners.
  2. Click New.
  3. Search and select the Loyalty Program Member to whom you want to link a partner.
  4. Search and select the Loyalty Program Partner you want to link to a member.
  5. Enter an external identifier of the member's partner account.
  6. Save your changes.