Show relevant details of loyalty program members’ activity in your service console so
that your customer service representatives (CSRs) can quickly view the details and assist members
efficiently. You can show four tabs out of the seven options in any order: Overview, Transactions,
Promotions, Vouchers, Benefits, Badges, and Associated Groups.
Required Editions
| Available in: Lightning Experience in Enterprise, Performance,
Developer, and Unlimited Editions
|
| Available in: Orgs that have the B2C - Loyalty Management Plus or the Loyalty
Management - Advanced license enabled |
The member activity details are listed in these tabs:
- Overview
- View in cards member’s’ currency, tiers, transaction journals, and not-enrolled eligible
promotions.
- Transactions
- View a list of the latest transaction journals for member transactions. Search and also
order the list of transaction journals by name. And adjust points or reverse transactions
based on member requests.
- Promotions
- View promotions offered to a loyalty program member. The member’s eligible promotions are
categorized into two sections: Enrolled and Not Enrolled Promotions.
- Vouchers
- View and redeem vouchers that are issued to loyalty program members.
- Benefits
- View the list of benefits assigned to the member. Search by benefit name and view member
benefit details.
- Badges
- View a list of badges assigned to the member. Search by badge name and view the badge
details.
- Associated Groups
- View member group names, the group IDs, and the contribution percentages of members who are
part of member groups. The points earned by a member are transferred to the member's groups as
per the contribution percentage.
You can also add additional tabs. You can customize the Contact record page or Account record
page by using the Edit Page and include this entire tab set as a component by selecting the Show
member’s activity details checkbox. You can add one or many tabs by adding the component to the
record page.
If the tab group isn’t in your console, go to the Edit Page and add the member tabs or tab
group to the console ad activate the page.
