All Fielo Capabilities and Features

Automatic release upgrade

Multi program
Run more than one program at a time and manage them all.

Agreement management
Create and manage Program Terms & Conditions.

Multi-language content records
Translate Fielo content for international users.

Program cloning
Reduce the time to set up a program by importing data from previous programs with double the limit of SOQL queries to import - from 100 to 200 -, as well as 6 times more CPU time - from 10 to 60 seconds.

Budget Management
Create spending goals and track how your program funds are being spent.

Currency expiration
Choose if records for a currency will ever expire and, if so, how.

Multiple currency types
Add other currencies to your program beyond the standards.

Decimal Currency type for cash
Add to your program currencies that allow decimal numbers for cash.

Approval process for Currencies
Submit each new currency record to an approval process before giving it to members.

Currency capping per program

• Cap by period
  Set a limit by period for the number of currencies that a member can accrue.
• Cap by transaction
  Set a limit by transaction for the number of currencies that a member can accrue.

Batch and real-time processing
Update course statuses based on start and end dates.

360 customer view / profiling
See how your incentives and loyalty strategy are performing in real-time.

Pre-built report and dashboards
Create reports and dashboards about your Program.

Goal settings for KPIs
Set targets for KPIs and see how far you have come in reaching them.

Badges
Confer status and recognition to your members.

Instant reward
Reward members instantly when they perform an incentivized behavior.

Multiple currency types

MDF Allocation *
Create marketing budgets and allocate portions of them to your partners so that they can employ these allocations in marketing campaigns with the objective of increasing future sales.

Reward Catalog

• Internal rewards catalog
  Offer any kind of product or service to incentivize your community: retail, travel, entertainment, experiences, etc.
• Rewards inventory control
  Control reward stock by quantity or item.
• Voucher code import
  Upload a list of alphanumeric codes, where each code represents an individual reward Item to be delivered to a member that has redeemed the reward.
• Reward capping
  Set reward limits to control your program expenditures.

Segments

• Live segmentation
  Automatically includes in a segment any member whose profile changes to fall within its criteria.
• Behavioral segmentation
  Create segments based on members’ behaviors.
• Record-based segments
  Define segment criteria over a group of records of the same business transaction.
• Segment based on custom objects
  Create a segment based on fields from any object in your Salesforce ORG, including standard objects, Fielo objects, and other custom objects.

Members

• Support for organizations and contributors
  Add as members organizations and associated contributors whose actions contribute to the organization member's performance.
• Manage individual members
  Manage individual members using different ways, such as:
• Edit
• Set as manager
• Opt-out
• Block
• Ban
• Anonymize

Member Anonymization
Anonymize an individual member's data to remove any personally identifiable information from Fielo products.

Member Data Portability
Export member data to comply with data portability requests.

Member Consent Management
Ensure that your program communication only reaches members who have opted in and comply with any privacy legislation that may impact your enterprise.

Transaction history
Manage transaction history of any member.

Transaction adjustments
Increase or decrease the currency balance of an individual or organization member by creating adjust transactions.

Reversion for Transactions
Revert a transaction in case you realize there's been a mistake when giving currencies to your members.

Levels

• Tier management
  Create and activate levels to rank members, including them into different groups. Apply changes on these levels by reordering and recalculating them.
• Activity-based leveling
  Define level criteria based on members’ activities.

Redemption

• Redeem in multiple currency types
  Enable your members to redeem using multiple currency types.
• Redemption history
  Manage any member's redemption history.
• Reversion for Redemptions
  Revert a member’s redemption if it was made erroneously.
• Approval process for Redemptions
  Review redemptions to approve or reject before they are finalized.

Capability to incentivize any object
Decide which Salesforce object(s) you want to create incentives for.

Scheduler
Perform different actions according to the incentive status: draft, active, edited, scheduled, inactive, or ended.

Save as/Create from Model
Create incentives easier and faster by using pre-configured and reusable templates.

Versioning *
Know exactly how and why a challenge, challenge mission, or promotion rule rewarded currencies, badges, or funds to a member.

Incentive Planner *
Allows members to decide which incentives they want to participate in, showing what they need to do in order to be able to enroll. Also allows them to calculate what they can win from each incentive, based on what they already have (e.g. opportunities, leads, etc.).

Promotion

• Single action rules engine
  Define what your members can do to get currencies, instant rewards, and/or badges each time that they perform an incentivized action.
• Related data rules
  Define incentive criteria based on fields of other records related to the promotion's incentivized action.
• Multiple Promotions
  Create and manage different promotions for the same program, targeting different segments and incentivizing different actions.
• Agreement for Promotion
  Set terms and conditions that members will be prompted to confirm acceptance to when first accessing a promotion.
• Eligibility for Promotion
  Define what members still need to accomplish in order to be able to take part in a promotion.

Challenge

• Multi-action rules engine
  Define what your members can do to get currencies, instant rewards, and/or badges when they perform an incentivized action over time.
• Related data missions
  Define incentive criteria based on fields of other records related to the challenge's incentivized action.
• Multiple Challenges
  Create and manage different challenges for the same program, targeting different segments and incentivizing different actions.
• Agreement for Challenges
  Set terms and conditions that members will be prompted to confirm acceptance to when first accessing a challenge
• Eligibility for Challenges
  Define what members still need to accomplish in order to be able to take part in a challenge.
• Gamification
• Challenge & Mission rewarding
  Define how members are rewarded for successfully completing a challenge or mission.
• Challenge team incentives
  Incentivize your members to work together in teams toward a common goal.

Multi-organization teams
Incentivize teams composed of organization members.

• Challenge promote ranks
  Create multiple layers of accomplishment for your members and provide exclusive offerings as they reach mission goals.
• Challenge maintain & demote ranks
  Keep your members engaged in the challenge by setting up the possibility for them to lose their progress.
• Missions ‘based on a fixed metric’ and ‘compare among members’
  Configure how mission rewards are awarded by specifying a quantifiable goal that your members must reach in order to accomplish the mission or by comparing based on the relative performance of the participating members at the conclusion of the mission.
• Mission time frame
  Define start and/or end dates for your mission.
• Missions dependencies
  Define if members need to accomplish one or more missions before being allowed to participate in another mission.
• Mission leaderboard
  The mission leaderboard shows how members are doing on the mission compared to their fellow participants. Define if they will be ranked by order of completion or performance value.
• Missions progress tracking
  Track each mission member's progress.
• Historical data processing in Missions
  Allow members’ past data to be calculated and to be taken into account towards the completion of a particular mission's goal in a challenge.
• Async challenge rewarding
  Ensure all transactions and rewarding data get processed and every member on the team has their rewards successfully delivered.

Rebate (for Promotion and Challenge)

• Rebate calculation
  Improve your company's income or increase the sales of a specific product or its category using payback as an incentive each time your members perform an incentivized action.
• Payout creation
  Reward your members monetarily.
• Approval process workflows for Payouts
  Have a workflow in place if your company requires acceptance from more than one manager or director for a payout to be paid.
• Rebate calculation for Challenges
  Improve your company's income or increase the sales of a specific product or its category using payback as an incentive with a calculation based on:
• Sales growth
• Tiered rebate acceleration for Challenges
• Target dynamic calculation

External messaging provider
Use an external email provider in order to send large bulk e-mails to members without overloading our resources.

Salesforce B2B Commerce
Allow your members to join and take part in your fidelity program right from the storefront.

External Reward Provider
Ensure that your rewards catalog is highly relevant and enticing to your program members, with a diverse array of partners and automatic customization.

Mass email campaigns
Reach out to your members and keep them coming back to your program.

Program transactions messaging
Keep your members informed every time that they need to receive updates:

• You've earned points
• Points balance update
• Redemption confirmation

Member & Program Selector
Enable your members to confirm which program they're in, see how many currencies they have in that program, and switch to any other programs they're a part of.

Incentives
Show to the Portal members all the available incentives and those in which they are participating in one place.

Badges
Display to your members all of the badges that they have earned, achievable badges, expired badges, and badges that are no longer available.

Profile
Let a member view and edit basic profile information such as name, email, and any other field you may have added to the Member object.

Transactions
List all of the member's transactions.

Redemptions
List all redemption orders a member has made and, optionally, details about each redemption item in a given order.

Registration
Allow a new user to register in a Salesforce Experience Cloud Site and become a member of a program.

Join Program
Allows users of a preexisting Salesforce Experience Cloud Site to join a Fielo program.

Program Promotions
Shows members all active promotions available to their segment(s) and those that they are participating in.

Challenges
Allows members to view and subscribe to all active challenges available to their segment(s), as well as see which challenges they are already participating in.

My Payouts
Show community members their payouts.

Allow developers who want to create flexible customizations to customize the Incentive Automation System and tailor your platform based on your business needs.

Open APIs for data integration Open API for 3rd party portal Incentive Simulator API (simulationService) *

Claims processing

• Invoice uploading
  Configure the Fielo Incentive Automation System so that every time a contractor makes a purchase of your products, they can upload an invoice.
• Done by the member
• Possibility to add product items
• Proof of purchase upload
• ‘My Invoices’ for Experience Cloud
  Get members uploading invoices right away in their portal.
• Invoice processing
• Approval process workflows for invoices

E-Learning

Allow contractors, distributors, and resellers to improve their understanding of vendor products and improve relationships between companies and their reseller base through tailored training and education offerings.

• Course and Module management
• Shuffle questions & answers
• Question weight and penalties
• Rich content support
• YouTube & Vimeo videos
• PDFs
• MP4 video
• MP3 audio
• Images (.jpg, .png, .gif)
• Image Carousel (6 Images max)
• Multi question types
• Multiple choice
• Short answer
• Matching
• Modules for Experience Cloud
  Get members to be trained by taking courses in their portal.
• Courses
• Course Detail
• Modules
• Module Detail
• Quizzes
• Module Response Detail