The Get Loyalty Promotions for Transactions action lists promotions that you can offer for a transaction. The action uses predefined filter criteria to decide eligible promotions.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Loyalty Management - Growth or Loyalty Management - Advanced |
| User Permissions Needed | |
|---|---|
| To create a flow: | Manage Flows |
| To access Loyalty Management actions in Flows: | Loyalty Management |
Criteria to determine eligible promotions:
- Promotion and transaction journal is associated with the same loyalty program.
- Promotion is active.
- Transaction journal's activity date is within the lifetime of the promotion.
- Transaction journal's journal type is Accrual or Redemption.
- Member associated with the transaction journal has enrolled for the promotion, if necessary.
- (Optional) Product or the product category associated with the promotion and the transaction
journal matches one of these criteria:
- The product and the product category associated with the transaction journal and the promotion are the same.
- The product associated with the transaction journal and the promotion is the same.
- The product category associated with the transaction journal and the promotion is the same.
- A product or product category is associated with the transaction journal, and no product or product category is associated with the promotion.
- The product associated with the transaction journal is part of the product category associated with the promotion.
- A promotion with no product or product category associated when the transaction journal isn't associated with a product or product category.
- A promotion with no product or product category associated when the transaction journal is associated with either a product or a product category.
- From Setup, in the Quick Find box, enter Flows, and then select Flows.
- Click New Flow.
- Select a flow type, and then click Next.
- Select a layout.
- Click +.
- Select Action.
- From the Category section, select Loyalty.
- Search and select the Get Loyalty Promotions for Transactions action.
- Provide a name and an API name for the action.
- In the JournalId field, either enter the ID of an Accrual or Redemption type Transaction Journal record or use a resource to populate Transaction Journal IDs.
- Click Done.
- Save your changes, and then activate the flow.
When you run the action, the Promotion records eligible for the transaction are provided as output. Use the Promotion records later in the flow to decide and assign the best-suited promotions.
Tip If Data Cloud is used to segment your member audience, use the Get Loyalty
Promotions for Transactions action before the Get Loyalty Promotions for Customer Data Platform
action. This sequence allows the flow to first filter promotions based on the transaction and
then filter promotions based on the member's associated market segment.