Engagement Strategies Flashcards

A loyalty program tracks member sentiment through post-transaction surveys. Which Salesforce capability best connects survey responses to Loyalty Member records for engagement follow-up?

Answer: Salesforce Surveys linked to Loyalty Program Member via a lookup field

Salesforce Surveys can be linked directly to Loyalty Program Member records via lookup fields, enabling automated follow-up workflows based on survey responses.

A brand runs a loyalty program across three countries with different currencies. How does Salesforce Loyalty Management handle multi-currency point values?

Answer: Separate Loyalty Currencies or exchange rates can be configured per program or transaction

Salesforce Loyalty Management supports configuring separate currencies or exchange rate logic to handle multi-currency scenarios across international programs.

A loyalty engagement campaign targets members who have high transaction frequency but low average spend. Which Salesforce tool best identifies this segment?

Answer: Reports and Dashboards filtering by transaction count and average transaction value

Salesforce Reports and Dashboards can filter Loyalty Program Member data by transaction count and average spend to identify high-frequency, low-spend member segments.

A program administrator wants to allow members to pool points with family members. Which Salesforce Loyalty Management concept best models shared point balances?

Answer: A Group Membership or Household Loyalty setup with a shared currency pool

Group or Household Loyalty configurations allow multiple members to contribute to and redeem from a shared currency pool, modeling family point pooling.

When a member's transaction qualifies for multiple active promotions simultaneously, how does Salesforce Loyalty Management determine which promotions apply?

Answer: Promotion stacking rules and priority settings determine which promotions combine or exclude others

Salesforce Loyalty Management uses promotion stacking rules and priority configurations to control whether multiple promotions combine or whether one excludes others.

A loyalty program wants to send a 'we miss you' offer only to members who were previously Gold tier but have since dropped to Silver. Which approach best targets this segment?

Answer: Use a report filtering for members with previous Gold tier history now at Silver tier, then trigger a promotion

A report filtering members who currently hold Silver tier but have tier history records showing prior Gold status enables precise targeting for win-back engagement offers.

Which Salesforce Loyalty Management feature allows a program to automatically extend a member's tier status when they are close to meeting the renewal threshold?

Answer: Qualifying Points Reset rules with grace period configuration

Tier qualification rules can include grace periods or qualifying point reset configurations that give members additional time or credit when close to renewal thresholds.