Engagement Strategies Flashcards

A loyalty program wants to prevent members from redeeming points for the same reward more than once per calendar year. Which configuration supports this?

Answer: Configuring a redemption limit on the Voucher Definition

Voucher Definitions in Salesforce Loyalty Management allow administrators to set redemption limits and frequency controls per member.

Which Salesforce Loyalty Management feature enables a program to offer 'surprise and delight' rewards automatically when a member achieves an unexpected milestone?

Answer: Promotion with eligibility rules and automatic fulfillment

Promotions with automatic fulfillment can be configured to trigger surprise rewards when predefined eligibility conditions are met, without manual intervention.

A loyalty admin needs to track whether a member has opted into an engagement challenge. Where is member-level engagement preference data stored in Loyalty Management?

Answer: On the Loyalty Program Member record or associated custom fields

Member-level preferences and challenge enrollment data are stored on the Loyalty Program Member record, often using custom fields for additional tracking.

Which strategy best reduces points expiration-driven churn in a Salesforce Loyalty program?

Answer: Sending proactive expiry notifications and offering low-threshold redemption options

Proactively notifying members about upcoming expiration and providing easy low-threshold redemption options keeps members engaged and reduces churn from point loss.

A brand wants members to engage with its mobile app daily for bonus points. Which Loyalty Management approach best supports this non-purchase engagement?

Answer: Transaction journal entries from the app via API

The app can call the Loyalty Management API to create transaction journal entries for non-purchase activities like daily logins, enabling automated bonus point crediting.

When configuring a 'birthday bonus' engagement promotion, which eligibility criterion is most appropriate?

Answer: Member's birthday month matches the current month

A birthday bonus promotion uses the member's birth month as the eligibility criterion to trigger the personalized reward during that period.

A loyalty program enables members to donate their points to a charity. In Salesforce Loyalty Management, how is this type of redemption best modeled?

Answer: As a non-merchandise redemption using a Redemption Points Activity

Non-merchandise redemptions like charity donations are modeled using Redemption Points Activities, which debit the member's balance without issuing a product voucher.