A new segment in Customer Data Platform (CDP) will be used for sending notification emails to members with the following requirements: - The mail is sent
on the first day of the month to the members that will have their membership expire at the end of the same month, starting from the 1st of April to 30th of June
- member's expiry-date are standardized to the last day of the month.
Which two configuration options below should be used for the new segment to fulfill this segmentation requirement?
For this segmentation requirement, the key is to identify members whose membership will expire at the end of the current month and to ensure the segment is refreshed daily within the specified date range.
Option B is correct because using 'This Month' for the 'Membership Expiry Date' attribute will accurately segment members whose memberships expire at the end of the current month.
Option D is also correct because setting the 'Publish Schedule' to '24 hours' ensures the segment is refreshed daily, capturing new members meeting the criteria as the month progresses. The 'Start Date' and 'End Date' should be set from the 1st of April to 30th of June to match the requirement.
Option A is not suitable because 'Don't Refresh' would prevent the segment from updating daily, which is necessary to capture new members as their membership expiry dates become relevant.
Option C using 'Next Number of days' = 30 might incorrectly include members whose memberships expire in the next 30 days from the current date, not specifically at the end of the current month.
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 Loyalty Management Consultant recently created a new analytics app, but users cannot access the app.
Which two statement correctly describes how to grant proper access on the user details page
To enable users to access a new analytics app, it's crucial to assign them the appropriate roles and permission sets. Assigning user access to the analytics for Loyalty role ensures that users are granted the necessary permissions to view and interact with the Loyalty analytics content. This role is designed to encompass the permissions required for accessing and analyzing Loyalty-specific data.
Additionally, assigning user access to permission sets for analytics for Loyalty is an effective way to provide access. Permission sets offer a flexible and granular approach to managing user permissions, allowing Administrators to specify the exact capabilities each user should have within the analytics app. This method ensures that users have access to the appropriate analytics tools and data relevant to their roles and responsibilities within the Loyalty program.
Which two features below are supported in the reference integration between Loyalty and Commerce Cloud?
In the reference integration between Salesforce Loyalty Management and Commerce Cloud, two key features are supported: 'Loyalty member profile' and 'Loyalty member enrollment.' The 'Loyalty member profile' feature allows for the management and viewing of loyalty member information within Commerce Cloud, providing a seamless experience for members as they interact with the brand across different platforms. The 'Loyalty member enrollment' feature enables new customers to join the loyalty program directly through Commerce Cloud, facilitating the growth of the loyalty program and enhancing customer engagement by leveraging the commerce platform.
The Loyalty Administrator for Northern Trail Outfitters (NTO) insider program defines tier groups- Status Tier Group with a Fixed model and period of one year.
The three tier are defined =Silver (base), Golden (next tier), and Platinum (the highest tier)
Extend Expiration for this tier group is Qualifying Points Reset Date.
A member joins NTO insider in the Silver tier and, after a year of engagement, gets upgraded to the Gold tier on March 16 2023.
Which date would be the new Expiry date or this member after the tier is upgraded to Gold?
The new expiry date for the member after being upgraded to the Gold tier would be March 31, 2024. In Salesforce Loyalty Management, when a member is upgraded to a new tier, the expiry date is set based on the tier's fixed model and period. Since the member was upgraded on March 16, 2023, and the period is one year, the new expiry date aligns with the end of the month following the one-year anniversary of the upgrade, which is March 31, 2024.
