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The Loyalty Administrator for Northern Trail Outfitters (NTO) insider program defines tier groups- Status Tier Group with a Fixed model and period of one year.
The three tier are defined =Silver (base), Golden (next tier), and Platinum (the highest tier) Extend Expiration for this tier group is Qualifying Points Reset Date.
A member joins NTO insider in the Silver tier and, after a year of engagement, gets upgraded to the Gold tier on March 16 2023.
Which date would be the new Expiry date or this member after the tier is upgraded to Gold?
A. December 31, 2024
B. March 31 2024
C. December 31, 2023
D. March 16, 2020.
Explanation: The new expiry date for the member after being upgraded to the Gold tier would be March 31, 2024. In Salesforce Loyalty Management, when a member is upgraded to a new tier, the expiry date is set based on the tier's fixed model and period. Since the member was upgraded on March 16, 2023, and the period is one year, the new expiry date aligns with the end of the month following the one-year anniversary of the upgrade, which is March 31, 2024.
A sports clothing and accessories retailer is setting up a new Loyalty program. The company wants an effective way to create urgency in its Loyalty program members to return to purchase and redeem their points within a specified period. The entire points balance expires if a member's last activity, including any purchase or points redemption, reaches 18 months.
What steps should a Loyalty Consultant follow to meet the retailer's requirement when implementing the new Loyalty program?
A. Set up a Non-Qualifying Points currency and apply the expiration model 'Fixed Model'
B. Set up a Qualifying Points currency and apply the expiration model 'Activity Model'
C. Set up a Non-Qualifying Points currency, apply the expiration model 'Activity Model'
D. Set up a Qualifying Points currency and apply the expiration model 'Fixed Model'
Explanation: To create urgency for Loyalty program members to return and redeem their
points within a specified period, where the entire points balance expires if a member's last activity reaches 18 months, the Loyalty Consultant should:
Set up a Non-Qualifying Points currency, apply the expiration model 'Activity Model' (C): This setup allows for the expiration of Non-Qualifying Points based on member activity, specifically if there is no purchase or points redemption activity within an 18-month period. The Activity Model is used to track the last activity date and trigger expiration based on this inactivity period. Setting up a Non-Qualifying Points currency with a 'Fixed Model' expiration (option A), a Qualifying Points currency with either 'Activity Model' (option B) or 'Fixed Model' expiration (option D), would not meet the retailer's requirement for creating urgency based on the last activity.
Salesforce documentation on Loyalty Management would provide guidance on configuring
expiration models for loyalty currencies, ensuring that program objectives, such as
encouraging regular member engagement, are achieved.
A Loyalty member has achieved enough points for Gold tier status; however, the member reports some benefits are missing.
What should the Administrator do to troubleshoot and correct the error?
A. Confirm the member is assign to the correct tier and that tier has benefits
B. Adjust points on the member record to trigger member benefits actions
C. Confirm the program and member are in an active status
D. Issue a promotion to the member of the mission benefits
Explanation: To troubleshoot and correct the issue of a Loyalty member missing benefits despite achieving Gold tier status, the Administrator should first confirm that the member is assigned to the correct tier and that the tier includes the expected benefits. This involves checking the member's tier assignment within the Loyalty Program to ensure it reflects their Gold status and reviewing the associated tier benefits to confirm they are correctly configured and active. This step is crucial in identifying any discrepancies or issues in tier assignment or benefit configuration that may be causing the member to miss out on their entitled benefits.
Loyalty Management enables the onboarding and managing of cross-industry program partners to increase member engagement with the Loyalty program. The consultant needs to add a program partner.
Which fields are required to set up a partner?
A. Name, Partnership Start Data, Industry, Status, Billing Type
B. Name, Program, Program Partnership Category, Type, Billing Type
C. Name, Partnership Start Data, Billing Type, Status, Type
D. Name, Partnership Start Data, Industry, Status, Type
Explanation: When adding a program partner in Salesforce Loyalty Management, the
required fields include:
Name, Program, Program Partnership Category, Type, Billing Type (B): This combination of fields ensures that a program partner is properly defined and categorized within the Loyalty Management system.
Options A, C, and D include fields like "Partnership Start Data," "Industry," and "Status," which, while important, are not the core required fields for initially setting up a program partner in Salesforce Loyalty Management.
Salesforce Loyalty Management documentation provides comprehensive details on setting up program partners, including the required fields and best practices for managing partnerships to enhance member engagement and program value.
Universal Containers (UC) plans to implement Loyalty Management and change its current strategy of giving benefits to all members equally. UC wants to use its Loyalty program to build a network of brand advocates-people who are willing to endorse the UC brand because of positive experiences.
Which three ways can Loyalty Management help to fulfill the new strategy?
A. Send promotions at the right time to the right program members using Salesforce CDP's market segmentation capabilities
B. Define a transactional point-based program, in which one point is earn for every dollar spent
C. Create a Loyalty program tier with member benefits to keep customers engaged.
D. Issue tickets to a concert to any Loyalty member that posts a product review on social media
E. Maintain a Loyalty solution on separate systems (Loyalty Management for accruals and an External Analytics system) to ensure data integrity
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