SLM Engagement Strategies 2 — Questions and Answers
Question 1: A retailer wants to reward members differently based on how frequently they shop. Which Salesforce Loyalty Management feature best supports tier-based engagement differentiation?
- Voucher Management
- Tier Groups with associated benefits (Correct answer)
- Partner Management
- Promotion Schedules
Correct answer: Tier Groups with associated benefits
Tier Groups allow programs to define distinct benefit sets for each tier, enabling differentiated engagement rewards based on member activity levels.
Question 2: Which action in Salesforce Loyalty Management allows a brand to re-engage lapsed members who haven't transacted in 90 days?
- Issuing a static voucher to all members
- Creating a targeted promotion with eligibility rules filtering by last transaction date (Correct answer)
- Adding members to a new tier automatically
- Updating the member's currency balance manually
Correct answer: Creating a targeted promotion with eligibility rules filtering by last transaction date
Targeted promotions with eligibility rules can filter members by last transaction date, allowing brands to specifically re-engage dormant members.
Question 3: A loyalty program manager wants members to earn bonus points for writing product reviews. Which Loyalty Management object is used to define this activity-based reward?
- Loyalty Member Currency
- Promotion (Correct answer)
- Member Benefit
- Loyalty Ledger
Correct answer: Promotion
Promotions in Salesforce Loyalty Management define rules for awarding bonus points based on member activities like reviews or referrals.
Question 4: How does a 'bonus multiplier' promotion differ from a standard 'fixed points' promotion in Loyalty Management?
- A bonus multiplier rewards a set flat number of points regardless of spend
- A bonus multiplier increases the earning rate proportionally to the base transaction amount (Correct answer)
- A fixed points promotion multiplies spend by a variable rate
- A bonus multiplier applies only during partner transactions
Correct answer: A bonus multiplier increases the earning rate proportionally to the base transaction amount
A bonus multiplier promotion scales the reward proportionally to the transaction value, while a fixed points promotion awards a set number of points regardless of spend.
Question 5: A program wants to send personalized 'milestone' congratulations when a member reaches 1,000 lifetime points. Which Salesforce tool best automates this communication?
- Manual email via Service Cloud
- Flow triggered by a Loyalty Member Currency update (Correct answer)
- Apex batch job run weekly
- Static email campaign via Pardot
Correct answer: Flow triggered by a Loyalty Member Currency update
A Flow triggered by changes to Loyalty Member Currency can detect when a member crosses a milestone and automatically send a personalized communication.
Question 6: Which engagement scenario is best addressed by a 'joint promotion' involving a loyalty program partner?
- Rewarding members for in-store purchases only
- Allowing members to earn points at a partner brand's transactions (Correct answer)
- Automatically upgrading member tiers based on age
- Generating vouchers redeemable only on the program's website
Correct answer: Allowing members to earn points at a partner brand's transactions
Joint promotions enable members to earn loyalty points when transacting with a partner brand, extending the program's engagement beyond the primary brand.
Question 7: A company sets up an engagement rule that awards 500 points when a member refers a friend who then makes a purchase. What type of promotion is this?
- Spend-based promotion
- Referral-based promotion (Correct answer)
- Tier upgrade promotion
- Partner redemption promotion
Correct answer: Referral-based promotion
A referral-based promotion awards points when a member's referral results in a qualifying action (like a purchase) by the referred individual.
SLM Engagement Strategies 2
A retailer wants to reward members differently based on how frequently they shop.
Which Salesforce Loyalty Management feature best supports tier-based engagement differentiation?