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Trailhead

Launch a Loyalty Management Program

Salesforce via Trailhead

Overview

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Set up and manage loyalty programs to incentivize and reward customers through personalized experiences.
  • Learn how loyalty programs keep customers coming back.
  • Create programs to attract and retain customers with incentives, rewards, and discounts.
  • Create and manage a loyalty program to reward your customers.
  • Build unique and personalized customer experiences to boost loyalty.
  • Learn how loyalty processes improve member experience and engagement.
  • Get actionable insights to improve loyalty processes and grow your business.

Syllabus

  • Loyalty Programs and Loyalty Management
    • Build Customer Loyalty
    • Discover Loyalty Program Components
    • Review Loyalty Solutions
    • Explore the Types of Loyalty Programs
  • Salesforce Loyalty Management Basics
    • Get Started with Loyalty Management
    • Set Up a Loyalty Program
    • Craft Reward Plans
    • Streamline and Automate Loyalty Processes
  • Gamification in Loyalty Programs
    • Boost Customer Loyalty with Gamification
    • Set Up a Game
    • Offer Games to Members
  • Experiential Loyalty Programs
    • Go Beyond Cash and Points
    • Create Experiences with Personalized Promotions
    • Engage with Customers Across All Channels
    • Build Relationships Through Advocacy
  • Promotion Setup Basics
    • Discover Promotion Setup for Loyalty Processes
    • Add Conditions and Actions to a Rule
    • Process Transaction Journals for Loyalty Processes
  • Global Promotions Management in Loyalty
    • Manage Promotions Centrally
    • Create Promotions
    • Apply Promotions and Track Performance
  • CRM Analytics for Loyalty Management
    • Get Started with Loyalty Analytics
    • Explore Loyalty Dashboards for Program Managers
    • Gather Intelligence with Apps
    • Track Member Services with Loyalty Dashboards

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