Programs

Programs establish the framework for your incentive and loyalty program. They allow you to develop and manage the community of members that you want to incentivize. Fielo is Multi-Program, which means that it can handle more than one program at a time. This allows you to:

• Create different programs for different geographical areas, such as states or countries, or for different brands or product lines within your company.
• Build different loyalty portals for your different programs.
• Set up different incentives for your different programs.

Creating a Program

It only takes a few seconds to create your first program. First make sure you've activated the FieloPLT Library. Then, go to the Programs tab and click New Program.

In the Create Program form, enter a Program Name and Description.

If you've created any Models, you will also be able to select a Model to apply to your new program. You can only apply a model when first creating a program.

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Success!

You just created a new program, congratulations!

In the program page, you are given all the options necessary to edit or manage your programs.

1. Edit your program - Change the program's name and description
2. Program Management Tools - Export the program in a JASON file, save it as a model and delete your program.
3. Agreement - Create terms and conditions for your program
4. Currencies - Relate newly created currencies to your program or delete them from it
5. Cap - Manage all the caps your program has from this tab
6. Email Template - Create and manage your email templates, to be used in an email campaign
7. Email Campaign - Create and manage email campaigns
8. Analytics - Create reports to track your program's performance
9. Settings - Change any default setting for this program, such as consents

Settings

You may want to change the default configurations that came with your program based on your requirements. Start by going to the Settings tab, on the detail page of the program you want to edit.

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Extend Program Settings

You can extend the Program settings form in order to add more fields. See how to do that in our advanced settings page.

Manage Consents

For each of your programs, you can specify which consents you need to request of your members. Know more about that in Consents.

Member Settings

This section defines how new members will be registered in your program.

Request Member Authorization allows you to double-check new member registrations. If , each new member will need to be approved via an approval process before being included in the program. Until then, the status of the member will remain Submitted for Approval.

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Programs with a Loyalty Portal in Salesforce Experience Cloud

In programs, using Request Member Authorization, members with status Submitted for Approval will be able to log in to the loyalty portal, but will not be able to interact with the program until they are approved.

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Request User

Request User is a field visible only through Classic View, which allows you to decide if a user will be associated with a new member. If , a new member will only be assigned a user if approved via an approval process. Until then, the status of the member will remain Pending User.

Because the registration component creates users directly through Salesforce, Request User cannot be used with loyalty portals on Sites.

Transaction Settings

Online Processing determines how transactions are processed. If , transactions will be processed online when recorded. Otherwise, they will be processed offline once a day.

However, note that if several transactions are being created at the same time and the processing time goes over 9 seconds, the system will interrupt the job. Because of this, some records will not be processed and will be marked as is offline. You'll need to run the batch to process them.

Cap Adjustment Transactions determines whether future adjustments you make for members will be taken into account in the cap limit or not. By default, it will be unchecked.

Rewards & Redemptions Settings

This section defines how rewards and redemptions are handled in your program.

Number of Code Digits sets the number of digits that the Unique Codes of redemption items should contain. If you enter 8, for example, your codes will consist of eight numbers. Fielo allows for anywhere between 4 and 16 code digits.

Request Redemption Authorization allows you to review redemptions before they are finalized. If , each redemption will need to be either approved or rejected via an Approval Workflow.

Budget Settings

This sections refers to the approval process for budgets.

If you want that all your budgets go through an approval process, check the Require approval for budgetary funds so it is set to true .

Manage Programs

You can run more than one program at a time and manage them all under the Program tab. Multi-Program support is really useful for loyalty and incentive programs that, for example, operate in several geographical areas and require different functionality for each area.

Program Management Tools

There are several tools to help you manage programs. You can access these tools in the top section or by clicking on the program detail page.

• Export
• Save as a Model
• Delete

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Deleting a program

As deleting a program may cause an unexpected consequence, this is not allowed by default. In case you need to do it, please contact Fielo's support so that the team can help you to review any dependencies and inactivate your program.

Workflow rules

When you install Fielo's package to your Org, some new workflow rules are added to it. Most are system related, updating fields in order to fill them with an external ID - and must not be deactivated -, but two of them are email alerts: Notify Instant Reward and Welcome Email.

While the first of them is deactivated by standard, the latter is not. After creating your Program, you may want to review it and decide whether to keep them or not.

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Workflow lets you automate standard internal procedures and processes to save time across your org. A workflow rule is the main container for a set of workflow instructions. These instructions can always be summed up in an if/then statement.

Go to Salesforce Setup, quick find and select Workflow Rules. In this page you can review, edit, activate or deactivate all of them.

In case you'd like to deactivate the email alerts, click on the Rule name and next, on Deactivate. Note that, since they were added by a package, these workflows cannot be deleted.

If you want, though, you can keep the email alerts active and just change their template to one that better suits your needs. For that, quick find and select Classic Email Templates, choose the Fielo Templates folder, click on the template you'd like to change and edit it.