Decide Eligible Promotion Audience by Using Actionable Segmentation

Actionable Segmentation provides your company an easy-to-configure lightweight solution to find loyalty program members who are eligible for promotions. Program managers provide admins the criteria to filter the eligible loyalty program members for promotions. Admins create an actionable segmentation list definition based on the requirements. Program managers create the eligible members actionable list from the definition and associate the actionable list to the promotion the actionable list belongs to.

Required Editions

Available in: Lightning Experience

Available in: Enterprise, Performance, Unlimited, and Developer Editions with Loyalty Management, Industry Service Excellence, and Query for Data Pipelines

Important You can't use actionable lists to decide the target audience of promotions created by using the Quick Promotion guided flow on the Loyalty Management app or on the Promotion Console app.

Actionable List Definition Configuration for Member Eligibility

Based on the eligible member criteria provided by the program manager for a promotion, admin creates an actionable list definition that's based on either Contact, Account, or Loyalty Program Member objects. In the definition, the admin configures the promotion's member eligibility criteria and activates it.

See Actionable List Definitions.

Example The program manager wants to run a promotion for active members who are based out of the Madrid and are winter sports enthusiasts. In the actionable list definition, the admin filters for active members based out of Madrid and uses a custom field to find the member's sports preferences.

Actionable List Selection for Promotion Eligibility

To create actionable lists for promotions, users must have view all access to the Contact, Account, or Loyalty Program Member objects, based on the customer type they are targeting. After a promotion audience-specific actionable list definition is activated, the program manager creates an actionable list and selects the Loyalty Program Member, Contact, or Account records that must be part of the list.

After a promotion's actionable list is ready, associate the actionable list with the promotion that it belongs to from the Promotion Actionable Lists related list of the promotion. A promotion can get its list of eligible members, contacts, or accounts from up to five actionable lists.

See Create Actionable Lists From List Definitions.

Note On a promotion record page, if you don't find the Promotion Actionable Lists related list, ask your admin to add it to the page layout.

Promotion Eligibility Check for Members

After a promotion is activated, the loyalty program process or the flow that evaluates and applies the promotion automatically filters ineligible member transactions. The promotion is applied only on transactions that belong to members who are part of the promotion's actionable lists.