The Merge Loyalty Program Membership screen flow automates the process of merging memberships and assigning eligible benefits to the target membership. To enable customer service representatives to merge memberships easily, add the flow to Loyalty Program Member records as a quick action.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Loyalty Management |
How the Merge Loyalty Program Membership Screen Flow Works
| Element Name | What It Does |
|---|---|
| Get Source Loyalty Program Member | Gets the details of the Loyalty Program Member record that the flow is triggered from. Source membership is the membership that gets merged with the target membership. The status of the source membership changes to Merged when the merge is complete. |
| Collect Merge Details |
Collects the target membership that the source membership is to be merged with. The selected target membership remains active after the merge. The element also allows users to select:
|
| Merge Loyalty Program Memberships | Merges the loyalty program memberships based on the values selected in the Collect Merge Details element. |
| Assign Member Benefits | Assigns the target membership the tier benefits that the member is eligible for, based on the current tier. |
| Complete Member Benefit Actions | Processes any benefit actions that are associated with the tier benefits that the Assign Member Benefits element assigns to the member. |
The screen flow shows a success message after the memberships have merged and shows an error message if the flow fails at any element.
Add the Flow as a Quick Action on Loyalty Program Member Records
The Merge Loyalty Program Membership screen flow is a template flow. The flow is active in your company. You can add the flow as an action on the Loyalty Program Member object and then add the action to the Loyalty Program Member page layout as a quick action from Object Manager.
After the flow is added as a quick action on Loyalty Program Member records, customer service representatives can use the action to merge memberships with ease. To merge memberships, the customer service representative can use the quick action on the source membership record that’s to be merged with a target membership. The source membership is the one that is moved to the Merged status after the two memberships are merged.
The customer service representative can click the quick action, select the target membership, and merge the memberships. After the memberships are merged, the customer service representative is notified by the flow. If the flow isn’t able to merge the memberships, the flow notifies the representative about the failure.
Customize the Flow
Admins can make a copy of the Merge Loyalty Program Membership screen flow and customize it based on their requirements. The admins can then add the customized flow on Loyalty Program Member records.