You create a Loyalty Program from the Loyalty Program record pages in an org with Loyalty Management enabled. Start in Draft, build out currencies and tiers, then activate. These steps cover the parent record; tiers, currencies, and processes are configured from its related lists afterward.
- Open the Loyalty Programs app
With the Loyalty Management permission set assigned, open the Loyalty Programs tab or app and click New to start a program record. Keep the status as Draft so members cannot enroll while you build.
- Enter program details
Give the program a clear name and a short description. Set the program type to match your audience, individuals for a B2C consumer program or companies for a B2B partner program, since this affects enrollment.
- Add program currencies
From the program, add a qualifying currency for tier status and a non-qualifying currency members redeem. Set an expiration model on the spendable currency, such as a fixed three-year expiry, to control point liability.
- Build the tier group and tiers
Create a tier group, choose its qualifying currency and tier model (anniversary or calendar), then add tiers like Silver, Gold, and Platinum with point thresholds. Use Manage Tier Eligibility and Generate Rules to create the Change Tier process.
- Add earning rules and activate
Configure loyalty program processes for accrual and redemption, attach benefits to tiers, test enrollment with a small cohort, then set the program status to Active so real members can join and earn.
The display name of the loyalty program, used across member records, processes, and reports.
Marks the program as serving individuals (B2C) or companies (B2B); this shapes how members enroll and how the data model is used.
Controls whether the program is live. Build in Draft, then switch to Active when tiers, currencies, and rules are ready. Closed retires the program.
- Design the rules on paper before configuring. Reversing earning or tier rules after launch breaks member trust and is hard to unwind.
- Keep qualifying and non-qualifying currencies separate, so members can spend their reward balance without losing earned tier status.
- Source-system integration (POS, ecommerce, mobile) that feeds transaction journals is usually the largest part of the project, so plan it upfront.
- Leave the program in Draft until tiers and currencies exist; activating an empty program lets members enroll with nothing to earn.