Sales Cloud · Loyalty Management16 tasks
Build Loyalty Promotions
A user gets working loyalty promotions in Loyalty Management, such as retention promotions, tier-based multiplier promotions and engagement trails, along with the decision tables and process rules behind them.
Method
How MeshMesh does it
- Researches the Loyalty Management objects and the Connect API available on the org, such as the junction object linking promotions to engagement attributes. When an API is missing, it revises the plan to combine sObject creation with browser wizard setup.
- Creates test loyalty members to work with.
- Creates the promotions, either through the Promotion Wizard, working around wizard and field quirks such as the catalog ID, date edits and click targets, or as promotion variations with different [redacted] multipliers.
- Links the promotions to tiers, deploys the metadata rules and assigns member enrollments.
- Activates the promotions and checks for gaps. In one case it exported a CSV in the reference format, found a missing promotion, created it and added it to the CSV.
- Reports back with a summary and shows the program's processes and rules in the Salesforce UI.
Promotions sit on top of a program set up with Build Loyalty Programs. The next capability is Configure Referral Marketing.
Products
Products and features it works with
Bars show how many of this capability's tasks touched each product.
Loyalty Management