Here's a quick summary of all the steps an admin must complete to set up a loyalty member portal.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Loyalty Management |
- Enable Experience Cloud Site in your Salesforce org.
- Create a contact, and associate it with an account.
- Enable partner users.
- From the App Launcher, enter Accounts, and select it.
- Open the record of the account for which you want to create a partner user. View the contact record for the person you want to add to a community.
- On the contact detail page, click Manage External User, then select Enable Partner User or Enable Customer User.
- Create a loyalty program with tiers and program currencies information.
- Create a loyalty program member associating with the contact created in step 2.
- Use the Loyalty Member Portal template to create and publish the portal for your loyalty program members.
- Use Associate with Site to associate the loyalty program with the Experience Cloud site.
- To add members to the portal, use Loyalty Member Portal Workspaces > Administration | Member page.
- Activate the Experience cloud site. A welcome email is sent to all the members with the Loyalty Member Portal link.
- Use the welcome email to log in to the Loyalty Member Portal, and view all the information related to the member.