Sales Cloud · Loyalty Management213 tasks
Build Loyalty Programs
Stand up a working Loyalty Management program in an org: the program, its currencies and tiers, the processes and rules that accrue points, and the enrollment and journal flow behind it. This includes portals and demo builds that sit around a program.
Method
How MeshMesh does it
- Drafts a plan first, and can cut a large production plan down to a short phased prototype plan.
- Needs a connected Salesforce org before it builds. When none is connected, the build stops.
- Builds a points program with tiers and voucher benefits.
- Adds test members and checks the result in the browser.
- Produces a branded PDF report of the program.
- On larger demo builds, works across Loyalty Management, Revenue Cloud, Data 360 and Marketing Cloud Next. The work includes partner benefits records, branded emails, journeys, calculated insights, voucher automation, a cancellation flow, a run sheet and a demo script. Some items, such as SMS sender provisioning, need Salesforce support.
The work most often touches Product Catalog Management, Decision Tables, Vouchers, Transaction Journals and Event. Next: Build Loyalty Promotions.
Products
Products and features it works with
Bars show how many of this capability's tasks touched each product.
- 1Loyalty ManagementSales Cloud213 tasks
- 2Marketing Cloud AdvertisingMarketing Cloud2 tasks
Loyalty Management