A loyalty program is your starting point for setting up Loyalty Management in your Salesforce org. It helps to design, organize, and customize the loyalty building blocks with loyalty programs.
The Loyalty Management app lets you create and set up loyalty programs for your Salesforce organization. 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.
- Key Elements of Your Loyalty Program
To build an effective loyalty program, understand the aspects that matter to your customers. - Create a Loyalty Program by Using Simplified Setup
Configure and activate your loyalty program in a few easy steps. The simplified setup enables program managers to create a loyalty program, and add redeemable currencies, define tier groups and tiers, map benefits, and track eligible activities. - Create a Loyalty Program Using Record Pages
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. - Loyalty Program Home Page
The loyalty program home page allows you to view the primary details of a loyalty program and manage the day-to-day activities such as creating promotions, and managing games, vouchers, partners and processes with a single click. - Loyalty Management Home Page
Start the day with the Loyalty Management Home page. Determine what needs your attention, and make better decisions to improve member engagement.