---
schema_version: "1"
id: 10682d09cb51636a8ea03ea5f80cf1efcbacdb38d76641aebce4b5e16ef55c67
title: Create Loyalty Program Processes by Using Promotion Setup
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/promotion_setup.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.promotion_setup.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: ed2923243f36a81e88ef2fc4f8264f3869a015d81bce570f4b3c4b4a573e1cef
description: Loyalty program managers can create loyalty program processes to define how to run business processes in Loyalty Management.
products:
  - Loyalty Management
release: "264"
---
# Create Loyalty Program Processes by Using Promotion Setup

Loyalty program managers can create loyalty program processes to define how to run business processes in Loyalty Management.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>,&nbsp;<strong>Performance</strong>, <strong>Unlimited</strong>, and&nbsp;<strong>Developer</strong>&nbsp;Editions with Loyalty Management</td></tr></tbody></table>

## 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: [![Watch video](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-loyalty_management-264-0-0-production-enus/0590ce3e-5a09-45ab-8e5e-68f359c35886/resources-global/_corporate/images/play_btn.png) Launch a Loyalty Program](https://salesforce.vidyard.com/watch/gt9LBKShrC1VU4JUsJSQMr).

- **[Key Terms of Promotion Setup](https://help.salesforce.com/s/articleView?id=xcloud.promotion_setup_terms.htm&release=264.0.0&type=5)**  
    Learn about the key terms and the workflow of Promotion Setup.
- **[Create a Loyalty Program Process](https://help.salesforce.com/s/articleView?id=xcloud.loyalty_program_process.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=xcloud.promotion_setup_parameter.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=xcloud.loyalty_process_rule_builder.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=xcloud.promotion_setup_rule_formula.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=xcloud.promotion_setup_processing.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=xcloud.promotion_setup_limits.htm&release=264.0.0&type=5)**  
    Here are a few things to keep in mind while using Promotion Setup.
- **[Examples of Promotion Setup](https://help.salesforce.com/s/articleView?id=xcloud.promotion_setup_example.htm&release=264.0.0&type=5)**  
    Here are two examples of loyalty program processes. One of them processes Accrual-type transactions and the other one processes Redemption-type transactions.