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Set Up Rewards

Learning Objectives

After completing this unit, you’ll be able to:

  • Explain how to create benefits and associate them with tiers.
  • Outline how to set up a voucher definition and issue vouchers.
  • Explain how to create promotions and send them to a specific audience.

Assign Benefits to Tiers

Loyalty benefits are the perks and privileges that members of a loyalty program are entitled to. Members of a loyalty program spend more at your business if they receive exclusive benefits.

Mary brainstorms some alluring benefits reserved only for the members of the loyalty program. Customers already enjoy the existing line of Cloud Kicks sneakers, and loyalty benefits give them another reason to purchase their upcoming sneakers.

Benefits are tied to a benefit type. Benefit types help categorize benefits. Mary charts out the benefit types and the benefits to assign to each tier of the Cloud Kicks Inner Circle.

Benefit Type Benefit Silver Tier Gold Tier Diamond Tier Platinum Tier


Get an extended period of 60 days to return orders






Get an extended period of 90 days to return orders





Exclusive Access

Purchase products 48 hours before they hit the stores





Exclusive Access

Get invited to special events





From the Cloud Kicks Inner Circle program record page, Mary creates each benefit type and then adds the benefits to the types. For each benefit, Mary also assigns a priority sequence. The priority sequence helps member supervisors decide which benefit to provide when the member is eligible for similar benefits that are part of two different tier groups.

The final step is to assign the benefits to the tiers. Mary navigates to the Related tab of each of Inner Circle Tier Group’s tiers and assigns the benefits. Members receive benefits based on the tier that they are assigned.

Here’s how the Platinum tier appears after benefits have been associated with it.

Benefits associated with the Platinum tier.

Create Voucher Definitions

Vouchers are an effective way to encourage members to keep coming back for more. Vouchers can be awarded to a member at any point during their lifecycle. You can reward members with a voucher after they have made a purchase, as part of a promotion, during a lean period, or when the member is about to reach a new tier.

Loyalty Management allows you to reward members with three types of vouchers.

Voucher Type Usage

Fixed Value

Members can use this type of voucher to receive a specific discount amount on a product or service.

Discount Percentage

Members can use this type of voucher to receive a specific discount percentage on a product or service.

Product or Service

Members can use this type of voucher to purchase a specific product or service.

Members can also use vouchers to purchase or enjoy the services of loyalty program partners. If you want to target members during a specific season, you can define the time period that members are allowed to use the vouchers.

Mary is impressed. She decides to create two vouchers. One allows customers to get a 10% discount until the end of 2022. The other voucher provides a $50 discount on Ursa Major Solar’s solar panel batteries and can be used within 2 months. 

Since the same voucher can be issued to multiple members, Mary must first create a voucher definition. She can then use the voucher definition to issue unique vouchers to each target member. Mary creates the following voucher definitions:

Name Type Product Expiration Settings

10% discount on next purchase

Discount Percentage


  • Expiration Type: Fixed Date
  • Effective Date: January 1, 2021
  • Expiration Date: December 31, 2022

$50 discount on Ursa Major Solar’s solar panel batteries

Fixed Value

Solar Panel Batteries

  • Expiration Type: Period
  • Effective Date: January 12, 2021
  • Expiration Period Unit: Months
  • Expiration Period: 2

Voucher definitions created for the Cloud Kicks Inner Circle loyalty program.

Now that the voucher definitions are ready and active, Mary can issue a voucher to a member at any time using the Issue Voucher quick action available on the record page of Cloud Kicks Inner Circle’s members.

Spread the Word with Promotions

Promotions are a great way to increase customer activity and provide unique perks to your loyalty program members. Based on a customer’s profile, you can shoot out a promotion that caters to the customer’s needs. You can also create promotions that are focused on season-specific products. 

Mary can create three types of promotions.

  • Standard promotions: These reward customers immediately after they complete an activity.
  • Cumulative promotions: These reward customers after they complete multiple purchases that add up to a certain amount during a specific time period.
  • Joint promotions: These involve one or more partners who jointly contribute, offsetting liability because partners commit to a percentage of the promotion they want to fund. This helps capture the liability at the promotion level.

Organizations can use promotions to instantly gratify customers by crediting points, or they can encourage increased customer engagement with vouchers. 

Mary is planning a standard promotion that issues customers a voucher for a 10% discount on their next purchase if they purchase two or more slip-on shoes during the summer. She wants to target customers who are based out of southern states.

Here’s what her promotion looks like.

A standard promotion that issues a voucher.

Send Promotions to a Target Audience

Mary has a very specific target audience in mind for this promotion, but she doesn’t know how to filter for the audience among all the loyalty program members. She turns to Linda, the awesome admin, for guidance.

Linda has a quick chat with the Cloud Kicks Salesforce account executive. She learns that she can automate the process of filtering the target audience by segmenting the loyalty program members using Data Cloud.

Linda creates and publishes a segment that only selects customers who are based out of the southern states. To help Mary out, Linda also associates the promotion with the segment that Mary had created. 

That didn’t take a lot of time; Linda didn’t anticipate finishing this task with so little fuss! She decides to go ahead and create a campaign in Marketing Cloud Engagement to email the promotion to the target audience.

You can also create segments using Salesforce Reports and use the Journey Builder to send out the promotion.

By segmenting members and creating customized campaigns, Mary can reach members on different engagement platforms, with customized content based on their engagement with the brand. This is a great way to personalize rewards. Mary is excited by the potential of promotions and plans to create more of them. She learns another quick and easy way to set up promotions with Loyalty Management.  

Create Quick Promotions

Mary can use the Quick Promotion Wizard to configure a promotion, its eligibility, and rewards in just a few clicks. For example, she wants to create a week-long promotion for Thanksgiving and offer members a $20 voucher on all purchases over $100. 

Let’s see how she uses the Quick Promotion Wizard to set it up in four steps. 

  1. Enter Primary Information: Define the promotion and select the applicable journal sub-type.
    The first step in the Quick Promotion Wizard where you enter the primary information.
  2. Define Promotion Eligibility: Decide which transactions and members are eligible for the promotion.
    The second step in the Quick Promotion Wizard where you define the promotion eligibility.
  3. Configure Promotion Rewards: Specify how eligible members are rewarded by the promotion.
    The third step in the Quick Promotion Wizard where you configure the type of reward.
  4. Review and Activate: Review the promotion’s configuration and activate it.
    The fourth step in the Quick Promotion Wizard where you review and activate the promotion

When a promotion is activated, a rule is created to apply the promotions for applicable transactions. If a member makes a transaction over $100 in the given period, they receive a $20 voucher. 

Recognize Member Milestones with Badges

Another way to elevate member experience is to assign badges to members based on their interaction with the loyalty program. As members interact with the program, they collect badges and receive special recognition. For example, members receive an Evangelist badge after 10 social media mentions or a Frequent Customer badge after five transactions. Earning badges creates a sense of competition among members and boosts engagement. 

Mary knows that engaging with the program should be a fun experience for members. She decides to create badges for members with the highest transactions for the month. Badges are valid until a specific date, irrespective of when they were assigned to the member, or for a specified duration after the assignment. Since the badge is related to transactions in a month, she sets the validity of the badge to one month. The graphics team creates an icon associated with the badge.

The New Loyalty Program Badge window where you design the badge.

Once the badge is ready, it’s time to assign it to members. But how does the program know who to assign the badge to, and when? The program assigns badges using rules, which define the conditions for eligibility and action associated with assigning the badge. Mary works with Linda to create these rules. You learn more about rules in the next unit.

Mary, with Linda’s help, has completed the setup of the loyalty program rewards. Next, she wants to figure out how to run the loyalty program on a daily basis.


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