Programs

Programs establish the framework for your incentive and loyalty program. They allow you to develop and manage the community of Members that you choose to incentivize. Platform 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.

In the Create Program form, enter a Program Name. We recommend you choose a distinctive name. Typical examples of Program names may include: a brand name, e.g. Globex US, Globex International; a geographical reference, e.g. US Program, EU Program; or a customer-reference name, e.g. Partner Program, Retailer Program.

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.

Editing Program Settings

Now that you've created your Program, you can manage some important configurations. Start by clicking Edit on the detail page of the Program you want to edit.

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 Workflow before being included in the Program. Until then, the Status of the Member will remain Submitted for Approval.

Request User 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 Workflow. Until then, the Status of the Member will remain Pending User.

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Programs with a Loyalty Portal in Salesforce Community 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.

Because the Registration component creates Users directly through Salesforce, Request User cannot be used with loyalty portals on Communities.

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.

Rewards & Redemptions Settings

This section defines how Rewards and Redemptions are handled in your Program.

Number of Voucher Digits sets the number of digits that the Unique Codes of Redemption Items should contain. If you enter 8, for example, your Voucher codes will consist of eight numbers. Platform 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.

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FieloCMS-FieloPLT Plugin

If you installed Platform together with CMS, the following fields may also be shown, as long as they are included in the Program > Edit Page Settings:

Field	Description
Show Voucher Code	When , Voucher displays its code.
Custom Voucher CSS	CSS code which can be applied to customize Vouchers.
Reward Instructions	Detailed steps for Members to access a Voucher.
Voucher Instructions	Detailed steps for Members to redeem a Voucher.

Agreement

Agreement sets the terms and conditions that Members need to accept in order to take part in the Program.

Program Management Tools

There are several tools to help you manage Programs. You can access these Tools by clicking on the Program detail page.

Delete

Select Delete to delete this Program.

Page Settings Management

Select Page Settings Management to configure the Page Settings for the Program detail page.

Export

The Export tool allows you to export all data from your Program. It exports all Program fields (including custom fields), Agreements, Levels, Segments; Badges and Point Types (including Program Point Type), as well as all Incentives (Promotions and Rules; Challenges and Missions) that belong to your Program. Upon exporting, you'll get access to a JSON file in the following format:

Program (FieloPLT__Program__c)

• FieloPLT__Reward__c
• FieloPLT__Badge__c
• FieloPLT__ProgramPointType__c
• FieloPLT__Agreement__c
• FieloPLT__ProgramAssignment__c
• FieloPLT__Segment__c
  • FieloPLT__Criterion__c
• FieloPLT__Level__c
  • FieloPLT__Criterion__c
• FieloPLT__Promotion__c
  • FieloPLT__Rule__c
    • FieloPLT__Criterion__c
  • FieloPLT__KPIDomain__c
  • FieloPLT__EmailCampaign__c
• FieloPLT__Challenge__c
  • FieloPLT__ChallengeReward__c
  • FieloPLT__Mission__c
    • FieloPLT__Criterion__c
    • FieloPLT__ChallengeReward__c
  • FieloPLT__KPIDomain__c
  • FieloPLT__EmailCampaign__c
• FieloPLT__KPIDomain__c
• FieloPLT__EmailTemplate__c
• FieloPLT__EmailCampaign__c

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Unrelated Reward Records

Rewards that aren't related to your Program are only exported if they're linked to any other record in your Program.

Save as Model

Save as Model allows you to save your Program for reuse as a Model when you create a new Program. This way, you don't have to configure everything from scratch if your new Program has many of the same characteristics as this one.

Multi-Program Management

You can run more than one Program at a time. 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.

Multi-Program Management Tools

There are several Tools that let you manage general configurations for all of your Programs. You can access these Tools by navigating to the Program tab and clicking .

Page Settings Management

Select Page Settings Management to configure the Page Settings for the Program list.

Batch Management

Select Batch Management to access batch data and manually run batches for Programs with Online Processing disabled.

Click Run next to a Batch process to manually execute it. Batch processes run automatically every day at midnight.

Import

Select Import to import a Program you or a colleague has previously exported.

Simply upload a JSON file containing all the data for the Program you wish to import. In most cases, this will be one that's been previously exported from another ORG, so you won't need to make any changes. We do, however, advise you to validate the JSON file before uploading.

Once you're ready, just hit Import.

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If the Program you're importing has Incentives using your own custom Actions, you must import them first through your Local Development Library.

Point Types

Custom Point Types can be used across all of your Programs. See our Point Types guide for more information.