Loyalty Management Developer Guide
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Coupon Objects in Loyalty Management
Adjust Points
Assign Member Tier Benefits
Accrual Cancellation
Credit Points
Change Tier
Change All Tiers or None
Debit Points
Generate Referral Code
Get Member's Active Segments
Get Points Balance
Get Promotions Based on Member's Market Segment
Get Promotions Based on Transaction Journal
Get Tier
Issue Voucher
Merge Memberships Action
Process Member Benefit
Redemption Cancellation
Run Program Process for Transaction Journal
Transfer Member Points to Groups
Unmerge Memberships Action
Update Member Progress for Cumulative Promotion
Loyalty Management Standard Invocable Actions
Create and manage loyalty programs for your organization using
invocable actions. Use tier groups to group members and change member tier based on their
loyalty points, assign and process benefits based on their tier, manage loyalty points for a
member, issue voucher for a member, and cancel redemption transactions for a member for Loyalty
Management. For more information on standard invocable actions, see REST API Developer Guide and Actions Developer Guide.
-
Adjust Points
Adjust loyalty points for a specified program member or journal transaction. -
Assign Member Tier Benefits
Assign benefits to a loyalty program members based on their member’s tier for benefits that are associated with a Benefit Action. -
Accrual Cancellation
Cancel a specific set of accrual transactions. -
Credit Points
Credit loyalty points to a specified loyalty program member’s balance. -
Change Tier
Change the tier for a specified loyalty program member. -
Change All Tiers or None
Change tier for a specified loyalty program member only when all the input parameters meet the criteria. -
Debit Points
Debit loyalty points from a specified loyalty program member’s balance. You can debit loyalty points to redeem for a service or upgrade the member to a higher tier. -
Generate Referral Code
Generate a referral code for a loyalty program member. -
Get Member's Active Segments
Retrieve active Data Cloud market segments that a loyalty program member is a part of. -
Get Points Balance
Retrieve the loyalty points balance for a specified loyalty program member. -
Get Promotions Based on Member's Market Segment
Retrieve which promotions are eligible for a member based on the member's market segment. -
Get Promotions Based on Transaction Journal
Retrieve active promotions that are eligible for a transaction journal. The action can process accrual or redemption transactions. -
Get Tier
Retrieve the current tier for a specified loyalty program member. -
Issue Voucher
Issue a voucher for a member or contact. -
Merge Memberships Action
Merges two active loyalty program member records that belong to the same loyalty program. Out of the two memberships, one is source membership and the other is the target membership. After the merge is complete, the status of the source membership is changed to Merged and the status of the target membership remains active. -
Process Member Benefit
Process the benefit action associated with the benefit that is assigned to a loyalty program member. -
Redemption Cancellation
Revert a specific set of redemption transactions. -
Run Program Process for Transaction Journal
Run active loyalty program processes for pending Accrual or Redemption type transaction journals. -
Transfer Member Points to Groups
Transfers Individual or Corporate type members’ points contributions to the members’ associated groups. -
Unmerge Memberships Action
Unmerges loyalty program member records have a Merged status. The action unmerges memberships that are in the Merged status from the membership that it was previously merged with. After the unmerge is complete, the status of the Loyalty Program Member Merge record that was created during the merge is changed to Unmerged. The members are reassigned to the tier that was assigned to them before the merge. They are also credited with the points and transferred the vouchers they had before the membership was merged. -
Update Member Progress for Cumulative Promotion
Update the progress made by a loyalty program member towards attaining a Cumulative type promotion. The action creates a Loyalty Program Member Promotion record if the promotion isn't associated with the member.