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.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Loyalty Management
  • Credit Points for Member Accruals (Example)
    The program manager of Cloud Kicks Inner Circle has set up a loyalty program process that processes Accrual type transactions in real time. The process must credit points to the member's points balance and update the member's usage of a cumulative promotion if the promotion is associated with the transaction journal. If the member reaches the promotion's target, points must be credited to the member.
  • Debit Points for Member Redemptions (Example)
    The program manager of Cloud Kicks Inner Circle has set up a loyalty program process that processes Redemption type transactions in real time. The process must debit points from the member's points balance and issue a voucher if members buy a promoted product.