Manage Loyalty Processes
Offered By: Salesforce via Trailhead
Course Description
Overview
Optimize everyday processes in Loyalty Management.
- Deliver seamless loyalty experiences with Commerce Cloud.
- Create targeted customer experiences to boost revenue and engagement.
- Create member benefits to motivate members and improve engagement.
- Set up a loyalty program redemption process using Promotion Setup.
- Use Promotion Setup to manage your loyalty programs accrual process.
Syllabus
- Loyalty and Commerce Cloud Integration: Quick Look
- Explore Integration Capabilities
- Loyalty Marketing Campaigns
- Segment Your Audience
- Plan Your Campaign
- Automate Your Campaign Using Journeys
- Benefits Management in Loyalty
- Plan Benefits for Your Loyalty Program
- Create Benefit Types and Benefits
- Create and Map Benefit Actions
- Create a Redemption Process Using Promotion Setup
- Plan a Redemption Catalog
- Design the Redemption Process
- Create a Rule and Activate the Process
- Configure an Accrual Loyalty Program Process Using Promotion Setup
- Define Accrual Rules for the Loyalty Program
- Set Up a Loyalty Program Process for Purchases
- Define Rules for a Standard Promotion
- Define Rules for a Cumulative Promotion
- Process Transaction Journals
Tags
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