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A Loyalty member has achieved enough points for Gold tier status; however, the member reports some benefits are missing.
What should the Administrator do to troubleshoot and correct the error?
To troubleshoot and correct the issue of a Loyalty member missing benefits despite achieving Gold tier status, the Administrator should first confirm that the member is assigned to the correct tier and that the tier includes the expected benefits. This involves checking the member's tier assignment within the Loyalty Program to ensure it reflects their Gold status and reviewing the associated tier benefits to confirm they are correctly configured and active. This step is crucial in identifying any discrepancies or issues in tier assignment or benefit configuration that may be causing the member to miss out on their entitled benefits.
A Consultant needs to configure the Loyalty tier groups for a Loyalty Program with the following specifications:
Qualifying period is reset once a year on the 31st of March.
The member-tier is not extended upon expiration.
Which two settings within the Loyalty tier groups configuration should the Consultant configure to meet the required specifications?
To meet the specifications of resetting the qualifying period once a year on the 31st of March and not extending the member tier upon expiration, the Consultant should configure the Loyalty tier groups with a Tier-model = fixed and Extend Expiration = no extension. The fixed tier model ensures that the qualifying period and tier criteria remain constant over time, while the 'no extension' setting ensures that member tiers do not automatically extend beyond their expiration date. This configuration aligns with the requirement for a clear, annual reset and non-extension of tier status, ensuring a consistent and predictable tier progression structure within the Loyalty Program.
Northern Trail Outfitters, wants to implement its new Loyalty Program. The Chief Marketing Officer wants to offer the following benefits to customers:
* Award points to the customer that can be redeemed for products in the store
* Gamify customers that spend the most to receive exclusive benefits.
What three elements should the Administrator configure?
For Northern Trail Outfitters' Loyalty Program offering, the Administrator should configure:
B: One qualifying currency to track points that can be redeemed for products.
C: A tier system based on cumulative spending to gamify and reward top spenders with exclusive benefits.
E: Promotions to create special offers or rewards that can enhance the Loyalty Program's appeal and engagement.
What two ways could an Administrator configure a Promotion to target a specific audience?
To target a specific audience with a Promotion in Salesforce Loyalty Management, an administrator could:
Option C 'Create a segment in the Salesforce Customer Data Platform and associate the segment to the promotion.' This allows for precise targeting based on detailed segmentation criteria.
Option D 'Link a promotion to a campaign and associate a segment to the campaign.' This method utilizes Salesforce's campaign management features to target promotions to specific segments.
A company has an existing Loyalty Program. The Salesforce Administrator has been asked to automate the current redemption process for non-qualifying points based on the products, regions, available dates and tiers. What task does the Administrator need to complete first to implement a decision table for the redemption process?
To automate the current redemption process for non-qualifying points based on various criteria like products, regions, available dates, and tiers, the Administrator needs to first Create a decision table with input & output values (A). A decision table in Salesforce Loyalty Management allows for the specification of complex redemption rules and conditions in a structured format, making it the foundational step in automating the redemption process. This table will define how non-qualifying points can be redeemed under different scenarios, serving as the basis for the automated redemption logic.
