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Loyalty Management - Salesforce

Loyalty Management, on any CRM whether it is Salesforce or not helps organizations deliver innovative programs for 

  • customer recognition
  • reward, and 
  • retention
Loyalty Management is versatile and can be an excellent deal for any business:  

  • It enables seller to plan & design loyalty programs. 
    • Cater to B2B and B2C business needs in any industry.
  • manage members & partners: 
    • tracking their activities & rewarding them with points or vouchers
    • Partners, build a strong network of brand advocates for your organization
  • manage promotions
    • Boost customer engagement and get a better ROI with promotions. Let members track their loyalty benefits from the Loyalty Member Portal.
Loyalty Management Licenses: 
  1. LOYALTY MANAGEMENT - STARTER  
  2. LOYALTY MANAGEMENT - GROWTH
  3. LOYALTY MANAGEMENT - ADVANCED 
  4. B2B - LOYALTY MANAGEMENT
There are many capabilities in common for all licenses for businesses of varies sizes and requirements, but below capabilities are not there for starter license:
  • Manage partners
  • Offer promotions to members
  • Assign badges to members
  • Create member groups
  • Escrow points credited to members
  • Create processes using Promotion Setup
  • Manage prepaid and postpaid partners with Expanded Partner Management
Other capabilities in common are - 
  • create & manage "1" loyalty programs
    • it is 50 in numbers for advanced license.
  • design member tiers
  • Expire points
  • Issue vouchers to members
  • Provide benefits to members
  • Merge membership
  • Track members’ engagement with Member Engagement Attributes
  • Use Loyalty Management content blocks and journeys in Marketing Cloud, 
  • Create member engagement widgets
  • Store Transaction Journal records
  • Loyalty Management Permission Set Licenses (User License Required: Salesforce)
  • Admin Permission Set Licenses
  • CRM Analytics for Loyalty Management Base App
  • Permission Set Licenses for CRM Analytics for Loyalty Management Base App

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