Administer Loyalty Management
Offered By: Salesforce via Trailhead
Course Description
Overview
Set up and configure Loyalty Management.
- 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.
- Boost member engagement with automated loyalty processes.
- Set up CRM Analytics for Loyalty to view key metrics about programs and members.
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
- Set Up Rewards
- Explore Actions and Processes
- Allow Members to View Membership Details
- Set Up a Loyalty Program
- Plan Your Loyalty Program
- Create a Loyalty Program
- Set Up Rewards
- Work with Promotions
- Manage Program Members
- Loyalty Rules Management and Processing
- Discover Loyalty Components
- Examine Decision Tables, Batch Jobs, and Data Processing Engine
- Explore the Accrual and Redemption Processes
- Review the Tier Processing and Points Expiration Processes
- Manage Benefits
- CRM Analytics for Loyalty Administrators
- Get Started with Loyalty Analytics
- Prepare the Org
- Deploy Analytics for Loyalty
Tags
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