YoVDO

Develop Loyalty Programs to Enhance Engagement

Offered By: Salesforce via Trailhead

Tags

Salesforce Courses

Course Description

Overview

Set up advanced loyalty processes and integrations to enhance customer engagement.
  • Use real-time customer intelligence to target members with personalized promotions.
  • Set up and manage the accrual process.
  • Create and manage the redemption process for your loyalty program.
  • Discover the uses of the Data Processing Engine for data transformation.
  • Build, define, run, and monitor a Data Processing Engine.

Syllabus

  • Loyalty Management and Data Cloud Integration
    • Explore Customer Segments
    • Set Up the Org
    • Create a Segment in Data Cloud
    • Set Up Loyalty Promotions with Data Cloud
    • Process Transaction Journals for Promotions
  • Set Up Rules for Accrual Processing
    • Define Accrual Rules
    • Create a Flow for Purchases
    • Create a Flow for Engagement Activities
    • Run the Accrual Process
  • Set Up a Redemption Process
    • Plan Redemption Requirements
    • Create a Redemption Catalog and Decision Table
    • Create a Flow and Run the Redemption
  • Data Processing Engine in Loyalty Management
    • Get Started with Data Processing Engine
    • Transform Data with Nodes
    • Design a Data Processing Engine Definition
  • Data Processing Engine Definition Modeling
    • Create a Data Processing Engine Definition
    • Add Nodes to Complete the Data Processing Engine Definition
    • Run and Monitor Data Processing Engine Definitions

Tags

Related Courses

Intro to Point & Click App Development
Salesforce via Udacity
Customer Experience and Success Management with Salesforce
Coventry University via FutureLearn
Boosting Productivity through the Tech Stack
Salesforce via Coursera
Salesforce Sales Development Representative
Salesforce via Coursera
Customer Experience Management with Salesforce Training
Trailhead via FutureLearn