You create groups and add members to the groups. Members can contribute a percentage of their own points to a group. A member can be a part of multiple groups and can also decide the percentage of points to contribute to each group.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Loyalty Management - Growth or Loyalty Management - Advanced |
- Create Member Groups
Individual and corporate members of a loyalty program can be added to a group. As part of a group, members can pool points together. Based on a member's contribution percentage towards a group, the points earned by a member are transferred to the member's groups. - Add Members to a Group
After you create a group, you can add Individual or Corporate type loyalty program members to the group. Members of a group can contribute nonqualifying points to the group's point balances. - Learn How a Group’s Point Balances Are Managed
Loyalty Management automates the process that manages group balances. Here’s a summary of how you can use Loyalty Management to manage a group’s point balances. - Transfer Member Points to Groups
If the Transfer Points to Member Group Automatically setting is turned on, the points are transferred automatically. If the setting is turned off, use the Transfer Member Points to Groups action to transfer members' redeemable points to their associated groups. - Update the Layout of Loyalty Program Member Record Page
The page layout for Individual, Corporate, and Group type Loyalty Program Member records are the same. But, some of the related lists on this page layout don't apply to Individual and Corporate members, or to groups. Customize the layout to ensure that the most relevant related lists appear for each member type. - Things to Consider While Working with Member Groups
There are a few points to remember before you add member groups to your loyalty program and transfer points to groups.