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 Loyalty Promotions Based on Member’s Data Cloud

  Retrieve the promotions that are eligible for a member based on their 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 Action

  Issue a voucher for a member or contact.

• Map Traceable Points for Redemption Transactions Action

  Maps Debit type loyalty ledgers to Credit type loyalty ledgers for loyalty ledger traceability records that are pending.

• 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.

• Reinstate Points Action

  Restore expired points to a loyalty program member’s balance.

• 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.

• Transfer Points

  Transfers points from a source loyalty program member to a target loyalty program member, or to a group that the member is a part of.

• 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.