Use Loyalty Member Profile component to display loyalty member information on the Contact or Account records. Or use them on any other records that have a lookup relationship with the Contact or the Account object, for example, Case records.
Required Editions
| Available in: Lightning Experience in Enterprise, Performance, Developer, and Unlimited Editions that have Loyalty Management enabled. |
| User Permissions Needed | |
|---|---|
| To create member cards: |
Loyalty Management AND Customize Application |
Loyalty Member Profile component provide details about a member’s loyalty program, membership status and tier, loyalty currency balance, membership benefits, promotions, vouchers, transactions, and other related lists. The details displayed in the card are derived from the primary loyalty program, primary tier, and primary currency. Apart from the information that's displayed on the component by default, you can't make changes in the Lightning App Builder to display information like membership expiration date.
Before you add the card, ensure that users who view the card have View access on these objects:
- Account
- Contact
- Loyalty Program
- Loyalty Program Currency
- Loyalty Tier Group
- Loyalty Program Member
- Loyalty Member Currency
- Loyalty Member Tier
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To add a member profile card, click the
icon on the record page of the Contact or Account object, or any other
object that has a lookup on the Contact or Account objects.
- Click Edit Page. The record home page for the selected object appears.
- Drag the Loyalty Member Profile card from the Components list on the left pane into one of the regions on the page layout. The Loyalty Member Profile card configuration pane appears on the extreme right of the screen.
- In the Contact or Account field, select the prepopulated Use this Contact picklist value. For all objects other than Account and Contact, select the field that points to the Contact or Account object.
- Optionally, update the related lists by clicking Select under Related Lists. From the Available window, select the related lists that you want to include, and then move them to the Selected window.
-
To display the members' list of promotions, select Show promotion
eligibility.
The component displays the list of promotions that members are enrolled in, can enroll in, and aren't eligible for.
-
To display records that are related to members, select Show Loyalty
member-related details.
The component displays information about the member's points, current tier, transactions, assigned benefits, promotions, badges, and vouchers.
- Save and activate the updated record home.