SLM Engagement Strategies 3 — Questions and Answers
Question 1: A loyalty program wants to prevent members from redeeming points for the same reward more than once per calendar year. Which configuration supports this?
- Setting a minimum point balance requirement
- Configuring a redemption limit on the Voucher Definition (Correct answer)
- Disabling the member's currency
- Creating a tier restriction on the reward
Correct 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.
Question 2: Which Salesforce Loyalty Management feature enables a program to offer 'surprise and delight' rewards automatically when a member achieves an unexpected milestone?
- Manual member record updates
- Promotion with eligibility rules and automatic fulfillment (Correct answer)
- Batch Apex jobs run nightly
- Tier qualification thresholds only
Correct 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.
Question 3: 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?
- On the Contact object
- On the Loyalty Program Member record or associated custom fields (Correct answer)
- In the Loyalty Ledger
- On the Promotion Definition
Correct 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.
Question 4: Which strategy best reduces points expiration-driven churn in a Salesforce Loyalty program?
- Setting all points to expire after 30 days
- Sending proactive expiry notifications and offering low-threshold redemption options (Correct answer)
- Removing points balances for inactive members
- Requiring annual membership renewal to keep points
Correct 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.
Question 5: A brand wants members to engage with its mobile app daily for bonus points. Which Loyalty Management approach best supports this non-purchase engagement?
- Transaction journal entries from the app via API (Correct answer)
- Manually crediting points via the admin UI each day
- Tier qualification thresholds only
- Partner Management setup
Correct 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.
Question 6: When configuring a 'birthday bonus' engagement promotion, which eligibility criterion is most appropriate?
- Member's tier level equals Gold
- Member's birthday month matches the current month (Correct answer)
- Member's total lifetime spend exceeds $500
- Member has referred at least one friend
Correct 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.
Question 7: A loyalty program enables members to donate their points to a charity. In Salesforce Loyalty Management, how is this type of redemption best modeled?
- As a Voucher redeemable at checkout
- As a non-merchandise redemption using a Redemption Points Activity (Correct answer)
- As a Tier downgrade event
- As a Partner transaction credit
Correct 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.
SLM Engagement Strategies 3
A loyalty program wants to prevent members from redeeming points for the same reward more than once per calendar year.
Which configuration supports this?