Assign Badges to Members

Use actions in loyalty program process rules to assign badges to members and to check whether a badge is assigned to a member.

Required Editions

Available in: Lightning Experience

Available in: Enterprise, Performance, Unlimited, and Developer Editions with Loyalty Management - Growth or Loyalty Management - Advanced

Assign Badges to Members

In a loyalty program process rule, use the Assign Badge to Member action to assign badges to members. The action assigns the badge to a member for whom the rule’s related loyalty program process is run. If the process is run to credit points to a member, the badge is assigned to the member to whom points are credited. In the action, you provide values for these inputs:

Select the badge that's assigned to the member.
Select Active as the status of the member’s badge.

Tip To expire member badges that have passed the validity end date, admins can create and run a Data Processing Engine definition.
Enter an end date when the badge is no longer assigned to the member.
If you don’t enter a date, the validity end date is automatically calculated based on the badge’s validity defined in the Loyalty Program Badge record.
Specify the reason for assigning the badge to the member.

Example The Cloud Kicks Inner Circle loyalty program is running a cumulative promotion that assigns the Top Shopper badge to members who cross over US$1,000 in purchases in a month. The rule associated with the promotion updates the member’s usage towards the cumulative promotion. Next, a condition checks whether the member’s usage has crossed US$1,000. The Assign Badge to Member action is used as a child step on the condition. The Top Shopper badge is assigned to a member if the member’s promotion usage matches the condition’s criteria.

Check Member Badge Assignment

Use the action to check whether a badge is assigned to a member for whom the rule’s related loyalty program process is run. In a rule, use the action to verify whether the member is assigned a badge already to ensure that the badge isn’t assigned to the member multiple times. If the badge is associated with a reward, you can check whether the member is assigned the badge and then reward the member. In the action, you provide these inputs:

Select the badge that you want to assign to check if the member is already assigned the badge.
Select whether to check if the member’s badge is active or expired.

The action provides these outputs:

Indicates whether the badge is assigned to the member. You can store this output in a Boolean data type parameter.
Provides the validity end date of the member badge. You can store this output in a Date data type parameter.

Example As part of a promotion, members who post on social media about a loyalty program are assigned the Social Media Star badge. The loyalty program manager has to ensure that members who post more than one time aren’t assigned the badge multiple times. In the rule that assigns the badge to the member, the loyalty program manager adds the Check Member Badge Assignment action. Then, a condition checks if the output of the action has specified that the member isn’t assigned the badge. The Assign Badge to Member action is added as a child step of the condition to assign the badge to members when the condition’s criteria is met.