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Get a List of Promotions Applicable for a Member

Use the Get Loyalty Promotions for Data Cloud action to determine the promotions applicable to a member based on the member's Data Cloud market segment. The action provides a list of promotions that are associated with the market segment a member belongs to.

Required Editions

Available in: Lightning Experience in Enterprise, Performance, Developer, and Unlimited Editions.
Available in: Orgs that have the B2C - Loyalty, B2C - Loyalty Plus, B2B - Loyalty, Loyalty Management - Growth, or Loyalty Management - Advanced license, and Data Cloud enabled.
User Permissions Needed
To create a flow: Manage Flows
To access Loyalty Management actions in Flows: Loyalty Management

Before you use this action, make sure that you create market segments for members and associate the segments with promotions.

To provide a list of promotions that are applicable for a member, provide these inputs:

Input Description
Member ID ID of the member you want to determine the applicable promotions for.
Promotion Records Optional. Promotion records to filter the promotions that are applicable to the member's market segment.
Tip
Tip Use the Get Loyalty Promotions for Customer Data Platform action after the Get Loyalty Promotions for Transactions action in a flow. This sequence allows you to provide a filtered set of eligible Promotion records for the Get Loyalty Promotions for Customer Data Platform action to work with.
Warning
Warning Ensure that there aren't any pending DML transactions in the flow when the Get Loyalty Promotions for Customer Data Platform action is invoked. Use a screen or a Pause element between DML transactions and the action to ensure that the action is invoked after the DML transactions are complete. Also, ensure that your flow doesn't access data in external systems when a transaction journal is being processed.

The action is able to provide a list of promotions that a member is eligible for only when the member’s associated Data Cloud segment:

  • Last publish status is Success
  • Last publish date is closest to the segment’s last processed date
  • Isn’t being refreshed
  1. From Setup, in the Quick Find box, enter Flows, and then select Flows.
  2. Click New Flow.
  3. Select a flow type, and then click Next.
  4. Select a layout.
  5. Click +.
  6. Select Action.
  7. In the Category section, select Loyalty.
  8. Search and select the Get Loyalty Promotions for Customer Data Platform action.
  9. Enter a name and an API name for the action.
  10. In the MemberId field, either enter the member's record ID or use a resource to populate Loyalty Program Member IDs.
  11. If you want to specify Promotion records, include Promotion Records and use a resource to specify the records.
  12. Click Done.
  13. Save your changes, and then activate the flow.

When you run the action, you receive the Promotion records that are associated with the market segment that the member is a part of.

Example
Example When using a flow to decide which promotions to provide a member for a transaction:
  • Use the Get Loyalty Promotions for Transactions action to determine which promotions are eligible for the promotion.
  • As inputs for the Get Loyalty Promotions for Customer Data Platform action, use the output and the member ID from the Get Loyalty Promotions for Transactions action.