---
schema_version: "1"
id: a05c6062e4701dea4238186dea5600f99f3a077565e098fa405dded732200031
title: Get Started with Loyalty Management
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/loyalty_parent_landing_page.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.loyalty_parent_landing_page.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 03b8efae0c9bbc7cb7d9217922551dbb9a08027605af6d92abf82cc19f35fe3c
description: Loyalty Management helps organizations design and run loyalty programs that recognize, reward, and engage your customers. Run B2B and B2C loyalty programs tailored to your industry’s requirements. Explore a trial org and then learn about what’s included, what setup we recommend, and how to get ready for your implementation.
products:
  - Loyalty Management
release: "264"
---
# Get Started with Loyalty Management

Loyalty Management helps organizations design and run loyalty programs that recognize, reward, and engage your customers. Run B2B and B2C loyalty programs tailored to your industry’s requirements. Explore a trial org and then learn about what’s included, what setup we recommend, and how to get ready for your implementation.

![Loyalty Management for Service banner](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-loyalty_management-264-0-0-production-enus/0590ce3e-5a09-45ab-8e5e-68f359c35886/loyalty_management/images/loyalty_landing_page_banner.png)

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
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          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-loyalty_management-264-0-0-production-enus/0590ce3e-5a09-45ab-8e5e-68f359c35886/loyalty_management/images/lm_start.png" alt="Play button in a circle"></span>
            </p>
            <p>
              <strong>Get Oriented</strong>
            </p>
            <p>
              <a href="https://www.salesforce.com/content/dam/web/en_us/www/documents/industries/loyalty-management/loyalty_datasheet.pdf" target="_blank">What is Salesforce Loyalty
                Management?</a>
            </p>
            <p>
              <a href="https://www.youtube.com/watch?v=HtZkIvcXT3s" target="_blank">Video: Watch a
                Demo</a>
            </p>
            <p style="margin-bottom:0;">
              <a href="https://help.salesforce.com/s/articleView?id=xcloud.trial_org.htm&amp;release=264.0.0&amp;type=5" title="Sign up for a Loyalty Management trial org, and get a firsthand experience of creating and managing a loyalty program.">Create a Loyalty Management Learning
                Org</a>
            </p>
          </td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-loyalty_management-264-0-0-production-enus/0590ce3e-5a09-45ab-8e5e-68f359c35886/loyalty_management/images/lm_build_1.png" alt="Wrench in a circle"></span>
            </p>
            <p>
              <strong>Dive In: Learn About the Recommended Core Features</strong>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=xcloud.loyalty_manage_programs.htm&amp;language=en_US" target="_blank">Design Your Loyalty Program Along with Its Tiers
                and Currencies</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=xcloud.loyalty_program_partners.htm&amp;release=264.0.0&amp;type=5" title="Loyalty Management enables the onboarding and managing of cross-industry program partners to increase member engagement with the loyalty program. Partnerships give your members more options to engage members and help them earn and redeem points for complementary products or services.">Add Partners to Your Loyalty
                Program</a>
            </p>
            <p style="margin-bottom:0;">
              <a href="https://salesforce.vidyard.com/watch/yHgRuc39KbzVEUNkvqnDor" target="_blank">Watch: Design a Loyalty Program</a>
            </p>
          </td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-loyalty_management-264-0-0-production-enus/0590ce3e-5a09-45ab-8e5e-68f359c35886/loyalty_management/images/lm_develop_2.png" alt="Gears in a circle"></span>
            </p>
            <p>
              <strong>Go Deeper: Define Rewards for
                Members</strong>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=xcloud.loyalty_benefits.htm&amp;release=264.0.0&amp;type=5" title="Use benefits to reward and motivate loyalty customers when they increase their engagement with the loyalty program.">Add Tier Benefits and
                Personalised Benefits</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=xcloud.loyalty_vouchers_definition.htm&amp;release=264.0.0&amp;type=5" title="Voucher definitions are templates that are used to issue vouchers. You set up a voucher definition one time and then use the voucher definition to issue vouchers on demand or by configuring flows and loyalty program rules. Based on your requirements, createas many voucher definitions as needed and use each of them for different purposes.">Get Your Voucher Definitions Ready</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=xcloud.member_badges.htm&amp;release=264.0.0&amp;type=5" title="Assign badges to members based on members’ interaction with your loyalty program. You can assign badges to recognize member milestones or other specific activities.">Design Badges for Your Members</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=xcloud.loyalty_promotions.htm&amp;release=264.0.0&amp;type=5" title="Promotions are a way to engage loyalty program members by providing them valuable offers at a specific time, often tied to a seasonal sales cycle. Promotions can play a significant role in increasing product sales and generating business revenues. Promotions help loyalty program members get a better return on their investment with attractive offers in the form of vouchers or loyalty points.">Configure Your Promotions and its Rewards</a>
            </p>
            <p style="margin-bottom:0;">
              <a href="https://salesforce.vidyard.com/watch/P3k3wpwapNABrQVdBnWRmq" target="_blank">Watch: Add a Loyalty
                Program’s Rewards</a>
            </p>
          </td>

        </tr>
        <tr class="">
          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-loyalty_management-264-0-0-production-enus/0590ce3e-5a09-45ab-8e5e-68f359c35886/loyalty_management/images/lm_integrate_2.png" alt="Connector in a circle"></span>
            </p>
            <p>
              <strong>Extend Further:
                Learn About Additional Capabilities &amp; Add-Ons</strong>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=xcloud.set_up_promotion_with_cdp.htm&amp;release=264.0.0&amp;type=5" title="To identify and create the right promotions for the right customers, associate promotions with Data Cloud segments.">Segment Members for Promotions using Data
                Cloud</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=xcloud.loyalty_mc_integration.htm&amp;release=264.0.0&amp;type=5" title="Keep your loyalty program members informed and engaged with content blocks and journeys.">Stay Connected with
                Your Members using Marketing Cloud</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=xcloud.interaction_studio.htm&amp;release=264.0.0&amp;type=5" title="Use Marketing Cloud Personalization (formerly Interaction Studio) to provide targeted promotions to members in real time. Configure your Salesforce org and Marketing Cloud org to ensure that your promotion-related data is available in Marketing Cloud Personalization. This configuration requires you to create segments by using Data Cloud.">Offer Promotions in Real Time with Interaction
                Studio</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=xcloud.overview_of_member_widgets.htm&amp;release=264.0.0&amp;type=5" title="Engage with members of your loyalty program and your customers on your company’s website and external portals by using member engagement widgets. Create widgets by using widget templates provided by Loyalty Management and customize the widgets based on your company’s branding and design requirements. You can configure your widgets by using either the Widget Designer within the Loyalty Management app or the OmniStudio’s Flexcard Designer.">Add Widgets on
                Your Website</a>
            </p>
            <p>
              <a href="https://salesforce.vidyard.com/watch/HgpYEnntaoKTTCGtnyXPEu" target="_blank">Watch: Design Loyalty
                Engagement Widgets As Per Your Company’s Branding</a>
            </p>
            <p>
              <a href="https://salesforce.vidyard.com/watch/mLa4EzCT7E8XFgpePYeYdp" target="_blank">Watch: Embed Loyalty
                Engagement Widgets</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=xcloud.mobile_sdk_ios.htm&amp;release=264.0.0&amp;type=5" title="Enhance brand engagement by providing Loyalty Management features on your iOS and Android mobile devices. Use the iOS and Android Mobile Software Development Kit (SDK) for Loyalty Management to build custom mobile applications with immersive member experiences. Elevate member experience and loyalty by providing personalized offers, rewards, and checkouts on mobile devices.">Mobile SDK for
                Loyalty Management</a>
            </p>
            <p>
              <a href="https://salesforce.vidyard.com/watch/2kUw7fnfRjUqa6P5zWQaCN" target="_blank">Watch: Experience
                Loyalty Management on Your Mobile Devices&nbsp;</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=xcloud.loyalty_pos.htm&amp;release=264.0.0&amp;type=5" title="Integrate Loyalty Management with a Point of Sale system to manage customer loyalty programs and transactions with ease. You can integrate Loyalty Management with a POS system through Loyalty Management POS API Unlocked Package or through a combination of the unlocked package and Loyalty Management POS API Powered by MuleSoft. A Point of Sale (POS) system unifies in-store and online operations and provides the best experience for an existing or new member by using secure API requests. Use the APIs to get member profile details, enroll individual members in a loyalty program, manage vouchers, and create accrual and redemption orders.">Loyalty Management Point of Sale API</a>
            </p>
            <p>
              <a href="https://salesforce.vidyard.com/watch/BC78ff94J366jxuKdA4hwd" target="_blank">Watch: Loyalty
                Management POS API for In-Store and E-Commerce Unlocked Package</a>
            </p>
            <p style="margin-bottom:0;">
              <a href="https://salesforce.vidyard.com/watch/wv27hxo64n2fyvJuo1ZWex" target="_blank">Watch: Loyalty
                Management&nbsp;POS&nbsp;API for In-Store and E-Commerce Powered by
                MuleSoft</a>
            </p>
          </td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-loyalty_management-264-0-0-production-enus/0590ce3e-5a09-45ab-8e5e-68f359c35886/loyalty_management/images/lm_start_1.png" alt="Play button in a circle"></span>
            </p>
            <p>
              <strong>Get Ready for
                Your Implementation</strong>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=xcloud.enable_loyalty_management_preferences.htm&amp;release=264.0.0&amp;type=5" title="You can set Loyalty Management to update non-qualifying points balance of members in real time. Turn on another setting to add template Data Processing Engine definitions to your org and use them to aggregate and expire members' fixed-expiration-model, non-qualifying points. Customer service representatives can engage your loyalty program members better with Loyalty Service Excellence.">Turn on Loyalty Management
                Settings</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=xcloud.loyalty_parent_landing_page.htm&amp;type=5&amp;language=en_US" target="_blank">Provide Users Access to the
                Loyalty Management App</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=xcloud.promotion_setup.htm&amp;release=264.0.0&amp;type=5" title="Loyalty program managers can create loyalty program processes to define how to run business processes in Loyalty Management.">Create
                Processes to Manage Member Events</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=xcloud.loyalty_simplified_tier_assessment.htm&amp;release=264.0.0&amp;type=5" title="Loyalty program managers can define the minimum point balance that members require to be eligible for each tier in a tier group. A loyalty program process is automatically created based on the eligible point balance that the loyalty program manager has specified for each tier. The loyalty program process assesses and changes member tier based on the current qualifying point balance of members. If a member’s tier expiration date has passed, the process reassigns the member to the applicable tier based on their current point balance.">Configure a Tier Assessment
                Process</a>
            </p>
            <p>
              <a href="https://salesforce.vidyard.com/watch/YXB7WBCq9DinUMjQTrsDnr" target="_blank">Watch: Take a Tour of
                Promotion Setup</a>
            </p>
            <p>
              <a href="https://salesforce.vidyard.com/watch/BwfEPhWYVxujEuebNNcR4o" target="_blank">Watch: Process Member
                Redemptions using Promotion Setup in Loyalty Management</a>
            </p>
            <p>
              <a href="https://salesforce.vidyard.com/watch/zmFvZAKWMmKn8MwV2y6PD5" target="_blank">Watch: Use Loyalty
                Management Promotion Setup to Reward Members for Purchases</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=xcloud.bapi_integrate_loyalty_management_with_external_systems.htm&amp;release=264.0.0&amp;type=5" title="Loyalty Management comes with a set of developer resources, such as business APIs, invocable actions, and standard objects that you can use to integrate your loyalty programs with external systems, such as point of sales, reservations, booking, billing, service, and operations. For example, to create a transaction journal and credit points to members for online purchases, you can integrate your external website with a business API that can run the relevant loyalty program process.">Integrate with
                External Systems</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=xcloud.loyalty_partner_site_access.htm&amp;release=264.0.0&amp;type=5" title="Partners often require access to view the details of a loyalty program and its rewards and members. In some cases, partners need access to update the information in the loyalty program. For example, you can provide partners access to view the active promotions that they’re part of and to create transactions where members have purchased a partner product. Based on the requirements of your partners, you can provide them with access to Loyalty Management objects from your Experience Cloud site.">Give
                Partners Permissions to Edit Their Program Data</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=xcloud.analytics_loyalty_deploy_and_use.htm&amp;release=264.0.0&amp;type=5" title="The Analytics for Loyalty app gives you actionable insights into loyalty programs that help you devise strategies to increase membership, retain customers, improve processes, and grow your business.">Analyze Your Loyalty Program’s
                Performance</a>
            </p>
            <p style="margin-bottom:0;">
              <a href="https://salesforce.vidyard.com/watch/CNXu18noDuoQYD93LA6QxR" target="_blank">Watch: Track the
                Performance of Your Promotions with CRM Analytics&nbsp;</a>
            </p>
          </td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-loyalty_management-264-0-0-production-enus/0590ce3e-5a09-45ab-8e5e-68f359c35886/loyalty_management/images/lm_outcome_end_2.png" alt="Arrow in a circle"></span>
            </p>
            <p>
              <strong>Know Your Resources
                &amp; Get Help</strong>
            </p>
            <p>
              <a href="https://trailhead.salesforce.com/content/learn/modules/loyalty-programs-and-loyalty-management" target="_blank">Trailhead: Loyalty Programs
                and Loyalty Management</a>
            </p>
            <p>
              <a href="https://developer.salesforce.com/docs/atlas.en-us.loyalty.meta/loyalty/loyalty_api_overview.htm" target="_blank">Loyalty Management Developer
                Guide</a>
            </p>
            <p style="margin-bottom:0;">
              <a href="https://salesforce.vidyard.com/watch/gt9LBKShrC1VU4JUsJSQMr" target="_blank">Watch: Launch a
                Loyalty Program</a>
            </p>
          </td>

        </tr>
      </tbody>
    </table>