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Launch a Loyalty Management Program

Offered By: Salesforce via Trailhead

Tags

Loyalty Programs Courses Customer Loyalty Courses

Course Description

Overview

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
    • 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
  • 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
  • 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

Tags

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