Unmerge Memberships

Use the Unmerge Loyalty Program Memberships action in Flow Builder to unmerge a loyalty program membership. The action unmerges memberships that are in the Merged status from the membership that it was previously merged with. After a membership is unmerged, the membership is returned the tier, points, and vouchers, transaction journals, and ledgers that belonged to the membership before the merge.

Required Editions

Available in: Lightning Experience in Enterprise, Performance, Developer, and Unlimited Editions that have Loyalty Management enabled

The Unmerge Loyalty Program Memberships action returns to a membership the points and vouchers that the membership held before the merge and changes the membership status from Merged to Active. The merged membership is also assigned back the tier and the transaction journals. The transaction journals and vouchers are transferred back from the active membership that's specified as the target during the merge. After the unmerge is completed, the target membership retains the currently assigned tier.

In the Unmerge Loyalty Program Memberships action, always specify the ID of the merged Loyalty Program Member record to unmerge. After the unmerge is completed, the status of the Loyalty Program Member Merge record that's created during the merge is changed to Unmerged.

Example
Example Maria Jimenez has two memberships, Maria J and M Jimenez. Maria wants to keep Maria J as the active membership and transfer the points and vouchers of the M Jimenez membership to the Maria J membership. Here’s what both memberships look like:
Loyalty Program Member Points Balance Count of Vouchers Current Tier
Maria J 200 1 Silver
M Jimenez 800 4 Gold

To merge Maria’s memberships, these values are provided as the inputs for the Merge Loyalty Program Memberships action:

  • Reason: Member request
  • Source Loyalty Program Member ID: 0lMT100000001JnMAK
  • Target Loyalty Program Member ID: 0lMT100000001JnMAI
  • Transfer Vouchers to Target Member: Included
  • Use Higher Current Tier for Target Member: Included

After the memberships are merged, here’s how the Maria J membership looks:

Loyalty Program Member Points Balance Count of Vouchers Current Tier
Maria J 800 5 Gold

After a few days, Maria realizes that she needs both memberships and requests for the memberships to be unmerged. Here’s how the merged membership and the active membership look before the unmerge:

Loyalty Program Member Points Balance Count of Vouchers Current Tier Status
Maria J 1,000 5 Gold Active
M Jimenez 0 0 - Merged

Here's the input value of the Unmerge Loyalty Program Memberships action that's provided to unmerge the M Jimenez membership: Merged Loyalty Program Member ID: 0lMT100000001JnMAK.

After the M Jimenez membership is unmerged, here's what both memberships of Maria Jimenez look like:

Loyalty Program Member Points Balance Count of Vouchers Current Tier Status
Maria J 200 1 Silver Active
M Jimenez 800 4 Gold Active