Loyalty Program setup is a multi-week project. Plan the rules carefully before configuring; reversing decisions after launch breaks the trust with enrolled members.
- Activate Loyalty Management
Setup, Loyalty Management, enable. Confirm licensing is in place.
- Design the program rules on paper first
Tier structure, point earning rules, redemption catalog, promotion strategy. Get sign-off before building anything.
- Create the LoyaltyProgram record
Set name, description, type (B2C/B2B), start date. Save.
- Configure tiers and qualifying criteria
Build each Loyalty Program Tier with its benefits and progression rules.
- Set up point earning rules
Define how members earn points: per-dollar, per-action, per-event. Wire to source-system transactions via Process Automation.
- Build the redemption catalog
Create Reward records with point costs, inventory, and tier eligibility. Test the redemption flow end-to-end.
- Launch with a pilot member cohort
Roll out to a small group first. Verify the rules work as designed before broad rollout.
- Loyalty Management is licensed separately. Confirm the contract before designing.
- Changing program rules after launch breaks member trust. Plan carefully; pilot before broad rollout.
- Multi-program orgs need careful data-model separation. Each program''s members, rules, and rewards stay distinct.
- Integration with source systems (POS, ecommerce, mobile) is non-trivial. Plan the integration alongside the program design.