Getting started with Platform

Platform drives your channel to sell more, stay with your brand longer, and invest more in your success.
Platform offers you to automate different Incentives, equipped with powerful action engines, game mechanics, and rewards. It extends beyond single behavior rewards and badging, to engage, enable, and motivate your Members for lasting outcomes.

Platform Features

Member Data

Platform has a holistic approach that takes into account all available and meaningful information about your Members to drive better engagement.

Member Activities

With Platform you can capture a 360° view on how Members interact with your program at an individual level. These activities can be sales volume, location, point’s performance, Transactions and Redemptions.

Segmentation

Segments customize how your Members experience your Program and can be applied to your Rewards, Incentives (both Promotions and Challenges), Content and more. Segment your Members any way you like: cluster your Members using demographic and behavioral data, define segments manually adding specific Members, or use a segmentation engine that can define complex conditions based on any Member’s data and activities.

Multi Membership Types

Setup different membership schemes for individual and corporate member communities (i.e. Group of employees, individuals).

Program Management

Programs establish the general operations settings of your loyalty program. Manage and develop the Members community that you choose to incentivize.

Multiple Programs

Manage more than one Program at a time for different geographical areas - states, countries, build different Sites that display each Program with different URLs, and set different Incentives and Rewards for every Program.

Tier (Level) Management

Design different tier Levels based on characteristics of your Member’s data. Platform supports multiple tier groups, such as silver, gold, platinum. Levels may include validity and you can define complex rules to model tier dependencies.

Multiple Point Types

Use different kind of non-monetary Point Types, such as miles, tokens and starts to award your Members in several ways.

Multi Point Expiration Mode

Manage Points to never expire, to expire based on time or on Member inactivity.

Program Models

Create new Programs based on pre-configured templates. Create new Models based on existing Programs by importing and exporting templates.

Action (Rule) Engine

Platform gives you the ability to set the grounding Actions that orchestrate how loyalty program Members can earn Points, Rewards and/or Badges.

Single Action Engine

Engage your Members to carry out particular behavior that you wish to drive. In exchange, give Points, Rewards and/or Badges for any particular Member activity.

Multi Action Engine

Encourage your Members to carry out a set of activities in certain order, time frame or number so that they can earn Points, Rewards and/or Badges.

Multi Object Actions

Define Rules and Missions for any object stored in Salesforce database, such as custom objects (e.g. Redemption, Purchase), or Salesforce standard objects (e.g. Opportunities, Leads). Choose any source to drive your Members' behavior.

Multiple Incentives

Create and schedule as many Incentives as needed to encourage different Members or behaviors.

Gamification

Platform brings gaming mechanics into incentive and loyalty programs, tapping into member’s desire for competition, achievement, status and recognition. Platform gamification capabilities allow you to define complex Challenges and Missions using our powerful Multi Action Engine.

Challenges and Missions

Define Challenges and Missions that Members need to accomplish in a competition or collaboration. Challenges and Missions give your Members a purpose for interaction, as well as educate them about what is valued and possible. Reward your Members who achieve objectives, best perform or first accomplish within a Challenge.

Subscription Mode

Enroll your Members to participate in different Challeges. Choose to create a closed community or a global, automatic subscription.

Members goals

Create custom objectives for your Members to accomplish.

Leaderboard

List players by their scores or achievements to create an environment for competition. Define a ranking and position for each Member as players in competition.

Challenge and Mission Rewards

Define different rewards tables that the Member will get for the Challenges and/or Missions achieved.

Reward types

Set Members to earn Points, Instant Rewards** and/or Badges* when they reach their goals.

Rewards

Platform offers numerous ways of rewarding your Members and it can integrate with most third-party reward catalog providers. Test and optimize customized reward and recognition options that most influence channel partner performance.

Internal Rewards Catalog

Include Rewards that focuses on the products, services, and experiences that your Members appreciate the most. Give tangible Rewards or vouchers depending on your Members and Program.

Point Redemption

Exchange Points for Rewards. Implement relevant Redemptions to your Program thanks to customization and integration of the Platform with reward providers.

Voucher Management

Vouchers offer you the perfect mechanism for rewards because they are extremely flexible, and yet provide incredible control liability. Vouchers allow managing stock and status of voucher codes.

Inventory (stock) control

Manage all cost and order limits and have the complete stock control over the Rewards offered in your Programs.

External Catalog integration

Integrate with global fulfillment providers that offer customizable external rewards catalog including physical rewards, gift cards and travels (i.e. Global Rewards Solution, iFeelGoods).

Analytics

Platform's rich reporting capabilities give you access and insights into Program activity and outcomes, based on Member engagement and actions. Information that allows you to continually improve and adjust Program value to your Members to boost partner engagement and channel performance

Pre-built Reports and Dashboards

Platform comes with pre-configured Dashboards that contain numerous pre-built best practices Reports. These reports provide indicators to show the status and progress of your Incentives.

Configurable reports and dashboards:

To help monitor your key performance indicators, you can also configure your own Reports and Dashboards.

Reports: Filters and breakout

You can filter to refine Reports to show only results that meet specific criteria.

Drill down capabilities

Visualize your Reports with Dashboards where you can drill down to granular detail.

Messaging

Messaging allows you to send e-mails to welcome Members to a Program, encourage them to participate, notify them about new Promotions and Challenges, and congratulate them on earning Points and Rewards. It's your way of communicating with your base in a friendly and encouraging way!

Templates

Make your life easier by using our pre-made E-mail Templates. You can use those Templates for both Transactional E-mails and Campaign E-mails.

Emails and Campaigns

Use Email Templates in Messaging to engage your Members. Choose either Transactional E-mails or Campaign E-mails as the Messages you can send, depending on your needs.

Email Sender

E-mails should be sent to Members from an e-mail address that represents the organization. Salesforce automatically adopts one of the e-mail addresses configured in Organization-Wide Addresses as its sending e-mail account.