Loyalty program managers can create loyalty program processes to define how to run business processes in Loyalty Management.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Loyalty Management |
Explore and Learn
Watch this video to understand how to design processes that are required to launch your loyalty program.
If you aren’t able to watch the video in full screen, open the
video on a new tab: 
Launch a Loyalty Program.
- Key Terms of Promotion Setup
Learn about the key terms and the workflow of Promotion Setup. - Create a Loyalty Program Process
A loyalty program can have multiple program processes. A program process can process either Accrual or Redemption-type transaction journals. You can also filter transaction journals further by specifying the subtype of transaction journals that you want to process. - Create a Loyalty Program Process Parameter
Parameters store static values, dynamic values, and formulas. You can use parameters to define conditions or actions. Parameters can store multiple value types depending on the type and data type of the parameter. - Create a Rule
Define a business scenario to process transaction journals in a rule. You can associate a rule with a promotion to ensure that transaction journals are only processed by the rule during the promotion period. A rule contains conditions and actions that help you design your business scenario. - Create a Formula in Loyalty Program Process
You can use a formula to determine either the value of a parameter, the resource or value of a condition, or an input field of an action. - Transaction Journal Processing
Promotion Setup can process incoming and new Acrrual and Redemption-type transaction journals either in real time or in batches. You can also use both methods simultaneously for a loyalty program process. - Considerations for Using Promotion Setup
Here are a few things to keep in mind while using Promotion Setup. - Examples of Promotion Setup
Here are two examples of loyalty program processes. One of them processes Accrual-type transactions and the other one processes Redemption-type transactions.