The Promotion Eligibility component is embedded in the Loyalty Member Profile component
that can be added on Contact and Account records. Admins can turn on the visibility of the
Promotion Eligibility component within the Loyalty Member Profile component. By using the
component, customer service reps can view a member’s promotion eligibility on Contact and Account
records and avoid navigating to the member’s Loyalty Program Member record.
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 change settings of Lightning App Builder components: |
Customize Application |
An Individual type member’s promotion eligibility can be viewed on the Contact record
associated with the member. For Corporate type members, the promotion eligibility can be viewed
on the Account record associated with the member.
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On a Contact or Account record, click
,
and then select Edit Page.
-
Drag the Loyalty Member Profile component onto the canvas.
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On the component setting, select Show promotion eligibility.
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Save and activate your changes.
The Promotion Eligibility component is now visible within the Loyalty Member Profile
component on Contact and Account records.
