Plan Your Loyalty Program

Learning Objectives

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

• Sign up for a special Developer Edition org with Loyalty Management enabled.
• Create a loyalty program, tier groups, tiers, and currencies.
• Create benefits and associate them with tiers.
• Create a voucher definition and promotions.
• Create a loyalty member and a group.
• Create a transaction journal.

Before You Start

Before you start this project, consider completing the following recommended content:

• Salesforce Loyalty Management Basics

New Acquisition, New Requirements

It’s an exciting time for Cloud Kicks, which manufactures stylish and comfortable custom sneakers. The company just acquired En Mode, a designer shoe brand. This strategic move will help Cloud Kicks build its reputation as a fashionable, custom-made shoe brand.

Cloud Kicks has seen a consistent increase in sales, thanks to its thoughtfully crafted loyalty program. Results include increased purchasing by existing members and the enrollment of many new members.

Owing to the program’s success, management wants to create a new loyalty program for En Mode. Mary Levy, the loyalty program manager at Cloud Kicks, is in charge of designing the program. She works with Jose Garcia, the loyalty program administrator, who helps her set up and run the program in the Loyalty Management app.

Before Mary designs the program, she analyzes the En Mode clientele to understand their needs, preferences, and spending patterns. She wants to ensure that the loyalty program is relevant and rewarding. Her goal is to convert 30% of the program members into brand advocates in 2 years.

After some research, she outlines the program requirements.

• Tiers: Mary wants to categorize members based on their engagement with the brand and the program to help determine their rewards. She decides to create a straightforward, three-tier structure. When a member joins the program, they automatically enroll in the base tier.
• Points: As members engage with the brand and the program, they earn different kinds of points. Members earn qualifying points that help them move to higher tiers, and they accrue non-qualifying points to purchase En Mode products and services.
• Rewards: To encourage program engagement, Mary is keen to reward members with benefits that include exclusive experiences, like free shipping, access to meet and greets, and more. While some benefits apply to all members, she wants members of higher tiers to receive additional benefits.
• Product promotion: En Mode launched its flagship line of shoes, LevelX, almost a year ago. To Cloud Kicks’s disappointment, only a small customer segment bought the shoes, with low overall sales volume. To improve sales, Mary intends to offer discount vouchers with each shoe purchase.

Now that she has defined the program goals, Mary works with Jose to craft them in Loyalty Management.

About This Project

This project includes challenges that you complete to earn points and attain the badge. You’ll use a special Developer Edition org to set up a loyalty program, working alongside Jose and Mary. At the end of each step, you’ll check your work to make sure you did the challenge steps correctly.

Sign Up for a Developer Edition Org with Loyalty Management

To complete this project, you need a special Developer Edition org that contains Loyalty Management and our sample data. Get the free Developer Edition, and connect it to Trailhead now so you can complete the challenges in this project.

Note that this Developer Edition is designed to work with the challenges in this badge and may not work for other badges. Always check that you’re using the Trailhead Playground or special Developer Edition org that we recommend.

1. Sign up for a free Developer Edition org with Loyalty Management.
2. Fill out the form. For Email, enter an active email address. For Username, enter a username that looks like an email address and is unique, but it doesn’t need to be a valid email account (for example, yourname@lm4ever.com).
3. After you fill out the form, click Sign me up. A confirmation message appears.
4. When you receive the activation email (this might take a few minutes), open it and click Verify Account.
5. Complete your registration by setting your password and challenge question.
   TIP: Write down your username, password, and login URL for easy access later.
6. You are logged in to your Developer Edition.

Now connect your new Developer Edition org to Trailhead.

1. Make sure you're logged in to your Trailhead account.
2. In the Challenge section at the bottom of this page, click the playground name and then click Connect Org.
3. On the login screen, enter the username and password for the Developer Edition you just set up.
4. On the Allow Access? screen, click Allow.
5. On the Want to connect this org for hands-on challenges? screen, click Yes! Save it.
   You are redirected back to the challenge page and ready to use your new Developer Edition to earn this badge.

Next, let’s go about setting up a loyalty program.