You can enroll a customer by creating a Loyalty Program Member record directly in the app. Open the Loyalty Programs tab, select your program, go to its Loyalty Program Members related list, and click New. For high volumes, use the Loyalty APIs or batch enrollment instead.
- Open the program
Go to the Loyalty Programs tab and select the program you want to enroll the customer into. The member always belongs to exactly one program.
- Start a new member
From the program's Loyalty Program Members section, click New to open the member record form.
- Set member type and identity
Choose Individual or Corporate, then link the matching identity: a Contact or Person Account for individuals, or an Account for corporate members.
- Fill membership details
Enter the membership number, enrollment date, and membership status, then save. The platform creates the related currency and tier records as activity begins.
The program the member is enrolled in. Stored as LoyaltyProgramId and required on every member record.
Individual or Corporate. Determines whether the member links to a Contact or Person Account, or to an Account.
The unique identifier the member is known by in the program. Often generated by the enrolling system.
The date the customer joined the program. Used as the start point for qualifying periods and activity tracking.
The lifecycle state, such as Active or Suspended, that controls whether the member can earn and redeem.
- Do not expect a points field on the member. Balances live on related LoyaltyMemberCurrency records, and tier lives on LoyaltyMemberTier.
- Choose Individual versus Corporate carefully. Changing the identity linkage after launch usually means a data migration.
- For large customer bases, enroll through the Loyalty APIs or batch processing rather than creating records one at a time in the UI.