Individual Member Enrollments
Enroll individual members in a loyalty program. Create a person
account and an Individual type loyalty program member record for the new
member.
To use this resource, Person Accounts must be enabled in your org. The profile of the user who executes the resource must have Person Account selected as the default record type for person accounts. If the profile of the user has a different record type selected as the default record type for person accounts, an Account record of the selected record type is created for the member.
- Resource
-
/loyalty-programs/${loyaltyProgramName}/individual-member-enrollments
- Example
-
https://yourInstance.salesforce.com/services/data/vXX.X /loyalty-programs/program1/individual-member-enrollments
- Available version
- 55.0
- Requires Chatter
- No
- HTTP methods
- POST
- Request body for POST
-
- Root XML tag
- <individualMemberEnrollment>
- JSON example
-
{ "enrollmentDate" : "2021-01-01T00:00:00", "membershipNumber" : "Member1", "associatedContactDetails" : { "firstName" : "Name1", "lastName" : "Name2", "email" : "ab@email.com", "allowDuplicateRecords" : "false", "additionalContactFieldValues" : { "attributes" : { "PersonMailingCity" : "Delhi", "CustomNumber__c" : "20.0" } } }, "memberStatus" : "Active", "referredBy" : "Member2", "referredByMemberReferralCode" : "MPX12adf", "createTransactionJournals" : "true", "transactionJournalStatementFrequency" : "Monthly", "transactionJournalStatementMethod" : "Mail", "enrollmentChannel" : "Email", "canReceivePromotions": "true", "canReceivePartnerPromotions" : "true", "membershipEndDate" : "2022-01-01T00:00:00", "relatedCorporateMembershipNumber" : "Member3", "additionalMemberFieldValues" : { "attributes" : { "CustomBoolean__c" : "true" } } }
- Properties
-
Name Type Description Required or Optional Available Version additionalMemberFieldValues Map<String, String> The custom attributes of the member in the loyalty program member record. - Keys
- Values
Required 55.0 associatedContactDetails Loyalty Contact Input The person account record details of the individual type member. Required 55.0 canReceivePartnerPromotions Boolean Indicates whether the member can receive partner promotions for the program (true) or not (false). Optional 55.0 canReceivePromotions Boolean Indicates whether the loyalty program member can receive promotions. Optional 55.0 createTransactionJournals Boolean Indicates whether to create the transaction journal records (true) or not (false) : The transaction journal records are created to:- Credit points to the member for enrolling.
- Credit points to the member who has referred the new member.
Optional 55.0 enrollmentChannel String The channel used to by loyalty program member to enroll in to the loyalty program. Possible values are: - Pos
- Web
- CallCenter
- Social
- Mobile
- Store
- Franchise
- Partner
Optional 55.0 enrollmentDate Date The date on which the loyalty program members are enrolled in to the loyalty program. The format is: 2020-09-08T00:00:00
Required 55.0 memberStatus String The status of the loyalty program member. Possible values are: - Active
- Inactive
- Custom
Required 55.0 membershipEndDate String The date on which the loyalty program member's membership ends. Optional 55.0 membershipNumber String The unique membership number of the loyalty program member. Required 55.0 referredBy String The membership number of the loyalty program member who has referred the member. Optional 55.0 referredByMemberReferralCode String The referral code of the loyalty program member who has referred the member. Optional 57.0 relatedCorporateMembershipNumber String External corporate membership number of the member. Optional 55.0 transactionJournalStatementFrequency String The frequency at which transaction journal statements must be delivered to the member. Possible values are: - Monthly
- Quarterly
Optional 55.0 transactionJournalStatementMethod String The method used to deliver transaction journal statements to the member. Possible values are: Optional 55.0
- Response body for POST
- Individual Member Enrollment Output