Debit Points for Member Redemptions (Example)

Scenario

Here are the business scenarios of the loyalty program process:

• Members must be debited points for a non-qualifying currency named Reward Points.
• A decision table decides the number of points that must be debited from the member based on the quantity and the brand of the product purchased.

  The standard type decision table is named Decide Points to Redeem. The rules that the decision table evaluates to provide the number of points to redeem is stored in a custom object named Redemption Catalog.

• A standard promotion is running between February 1 and February 28, 2022 for the Super Kicks product, and members are issued a voucher if they purchase the product.
  • The promotion is named Buy Super Kicks, Get a Voucher.
  • The value of the voucher is based on the member’s tier:
    • Silver: $10
    • Gold: $15
    • Platinum: $25

    The name of the tier group is Inner Circle Tier Group.

  • The voucher definition is already available in the Loyalty Management app and is named Super Kicks Discount.

    In the voucher definition, the Effective Date field is selected as February 1, 2022 and the Expiration Date is selected as February 28, 2022.

Loyalty Program Process

Here's how the loyalty program process is defined.

Field Name	Value
Name	Debit Points for Redemptions
Status	Draft
Process Execution Mode	RealTime
Loyalty Program	Cloud Kicks Inner Circle
Process Type	Transaction Journal
Journal Type	Redemption

Parameters

The process requires these parameters.

Parameter Number	Field Name	Value	Reason
1	Name	DecisionTableOutcomeType	Stores the type of outcome provided by the Decide Points to Redeem decision table.
	Loyalty Program Process	Debit Points for Redemptions
	Type	Variable
	Data Type	Text
2	Name	PointsToDebit	Stores the number of points that must be debited from the member's points balance. The value is provided as an output by the Decide Points to Redeem decision table.
	Loyalty Program Process	Debit Points for Redemptions
	Type	Variable
	Data Type	Sobject
	Object	Redemption Catalog
3	Name	MemberPointsBalance	Stores the points balance of the member.
	Loyalty Program Process	Debit Points for Redemptions
	Type	Variable
	Data Type	Number
	Decimal Places	2
4	Name	MemberEscrowPointsBalance	Stores the escrow points balance of the member.
	Loyalty Program Process	Debit Points for Redemptions
	Type	Variable
	Data Type	Number
	Decimal Places	2
5	Name	VoucherCode	Generates unique code for each issued voucher.
	Loyalty Program Process	Debit Points for Redemptions
	Type	Formula
	Data Type	Text
	Formula	{!Promotion.Name} + {!TransactionJournal.Member.Contact.Name}
6	Name	MemberTier	Stores the member's tier.
	Loyalty Program Process	Debit Points for Redemptions
	Type	Variable
	Data Type	Text
7	Name	VoucherValue	Assigns the voucher value based on the member's tier.
	Loyalty Program Process	Debit Points for Redemptions
	Type	Variable
	Data Type	Number
	Decimal Places	0

Rule to Debit Points

The rule is only used to debit points from the member's points balance for every Redemption type transaction journal.

Field Name	Value
Name	Debit Points
Loyalty Program Process	Debit Points for Redemptions
Start Date	Jan 1, 2022

Step Type	Name	Child Step Of	Input Field Value	Output Field Value
Debit Points action	Debit Points from Member	Does Member Have Sufficient Points Balance?	Currency Name: Reward Points Points to Debit: PointsToDebit > Points_to_Debit__c (parameter)	—

Steps in the Debit Points Rule

Here are the steps that were added to the Debit Points rule.

Step 1: Find Out the Number of Points to be Debited

Step Type	Name	Input Field Value	Output Field Value
Get Outputs from a Decision Table action	Run the Decide Points to Redeem Decision Table to get the Number of Points to Debit	Decision Table: Decide_Points_to_Redeem Brand: TransactionJournal > Brand Quantity: TransactionJournal > Quantity	Outcome Type: DecisionTableOutcomeType (parameter) Single Outcome: PointsToDebit (parameter)

Step 2: Get Member's Points Balance

Step Type	Name	Input Field Value	Output Field Value
Get Member's Points Balance action	Find Out Member's Points Balance	Currency Name: Reward Points	Points Balance: MemberPointsBalance (parameter) Escrow Points Balance: MemberEscrowPointsBalance (parameter)

Step 3: Check if Member Has Sufficient Points Balance

Step Type	Name	Condition	Filter Criteria
Condition	Does Member Have Sufficient Points Balance?	All conditions are met (AND)	Resource: PointsToDebit > Points_to_Debit__c (parameter) Operator: Lesser than or equal to Type: Resource Value: MemberPointsBalance (parameter)

Step 3.1: Debits Points from Member

Rule to Issue Vouchers

This rule is associated with a promotion and is used to issue a voucher to members who have availed the promotion.

Field Name	Value
Name	Issue Voucher for Super Kicks Promotion
Loyalty Program Process	Debit Points for Redemptions
Promotion	Buy Super Kicks, Get a Voucher
Previous Process Rule	Debit Points

Steps in the Issue Voucher for Super Kicks Promotion Rule

Here are the steps that were added to the Issue Voucher for Super Kicks Promotion rule.

Step 1: Get Member's Tier Group

Step Type	Name	Input Field Value	Output Field Value
Get Member's Tier action	Find Out Member's Tier	Tier Group: Inner Circle Tier Group	Member Tier: MemberTier (parameter)

Step 2: Add a Condition Group

The name of the condition group is Assign Voucher Value Based on Member's Current Tier.

Step Type	Name	Parent Step	Condition Criteria or Input Field Values	Filter Criteria or Output Field Values
Condition	Filter Only Silver Tier Members	—	All conditions are met (AND)	Filter Criteria 1 Resource: MemberTier (parameter) Operator: Equals Type: Fixed Value Value: Silver Filter Criteria 2 Resource: TransactionJournal >Product > Name Operator: Equals Type: Fixed Value Value: Super Kicks
Assign Parameter Values action	Assign Voucher Value for Silver Tier Members	Filter Only Silver Tier Members	Parameter: VoucherValue Operator: Equals Value: 10	—
Condition	Filter Only Gold Tier Members	—	All conditions are met (AND)	Filter Criteria 1 Resource: MemberTier (parameter) Operator: Equals Type: Fixed Value Value: Gold Filter Criteria 2 Resource: TransactionJournal >Product > Name Operator: Equals Type: Fixed Value Value: Super Kicks
Assign Parameter Values action	Assign Voucher Value for Gold Tier Members	Filter Only Gold Tier Members	Parameter: VoucherValue Operator: Equals Value: 15	—
Condition	Filter Only Platinum Tier Members	—	All conditions are met (AND)	Filter Criteria 1 Resource: MemberTier (parameter) Operator: Equals Type: Fixed Value Value: Platinum Filter Criteria 2 Resource: TransactionJournal >Product > Name Operator: Equals Type: Fixed Value Value: Super Kicks
Assign Parameter Values action	Assign Voucher Value for Platinum Tier Members	Filter Only Platinum Tier Members	Parameter: VoucherValue Operator: Equals Value: 25	—

Step 3: Issue Vouchers to Eligible Members

Step Type	Name	Parent Step	Input Field Values	Output Field Values
Issue Voucher action	Issue Voucher to Members	—	Voucher Definition: Super Kicks Discount Voucher Code: VoucherCode (parameter) Voucher Value: VoucherValue (parameter)	—