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Trailhead

Grow Your Customer Loyalty Program

Salesforce via Trailhead

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Overview

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Extend the reach of your loyalty program and gain insight into the results.
  • Create targeted customer experiences to boost revenue and engagement.
  • Create member benefits to motivate members and improve engagement.
  • Manage loyalty program partners to add value for your customers and business.
  • Set up a loyalty program redemption process using Promotion Setup.
  • Use Promotion Setup to manage your loyalty programs accrual process.
  • Deliver seamless loyalty experiences with Commerce Cloud.

Syllabus

  • Set Up a Loyalty Program
    • Plan Your Loyalty Program
    • Create a Loyalty Program
    • Add Benefits and Partners
    • Set Up Rewards
    • Manage Program Members
  • Loyalty Marketing Campaigns
    • Segment Your Audience
    • Plan Your Campaign
  • Benefits Management in Loyalty
    • Plan Benefits for Your Loyalty Program
    • Create Benefit Types and Benefits
    • Create and Map Benefit Actions
  • Expanded Partner Management
    • Get Your Org Ready
    • Manage Loyalty Program Partners
    • Handle Partner Points
    • Analyze Partner Transactions
  • Create a Redemption Process Using Promotion Setup
    • Plan a Redemption Catalog
    • Design the Redemption Process
    • Create a Rule and Activate the Process
  • Configure an Accrual Loyalty Program Process Using Promotion Setup
    • Define Accrual Rules for the Loyalty Program
    • Set Up a Loyalty Program Process for Purchases
    • Define Rules for a Standard Promotion
    • Define Rules for a Cumulative Promotion
    • Process Transaction Journals
  • Loyalty and Commerce Cloud Integration: Quick Look
    • Explore Integration Capabilities

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