Point Types

Point Types are different kind of non-monetary points that your members can earn, together with standard Points or as an alternative to them. By creating different point types, you can use units of exchange like Miles, Hours, Tokens, etc. instead of or in addition to regular points.

Before Starting

Before continuing, make sure you've installed and set up IAS. You should also have created and configured your program.

Customizing Fielo Standard Points

Fielo programs already come bundled with our standard point type, Point. If you want to award Points to your members, either exclusively or in addition to other types of points, then you're already set to go!

However, if you have no desire to use the word Points in your program, you can (and should) customize this standard point type to use whatever term you prefer. This will make other configurations easier down the line. Let's see how, using an example where, instead of Points, we want our reward units to be called Sales Points.

Step 1: Translation Workbench Override

Make sure Translation Workbench is enabled in your org and that your preferred language is activated. Then, from Salesforce Setup, quick find and select Override.

Step 2: Select Filter Criteria

Make the following selections:

• Package: FieloPLT
• Language: Your preferred language
• Setup Component: Custom Field
• Object: Member
• Aspect: Field Label

Step 3: Enter Your Preferred Word

In the row corresponding to Points, double-click under the column called Field Label Override, and enter your preferred term (in our case, Sales Points). Press enter and click Save.

Step 4: Repeat Steps 2 and 3 for Your Other Objects and Fields

Now, just as you did for the Points field in Member, override the fields in the table below, always replacing the word Points with the term you prefer to be displayed to members and loyalty managers.

For fields that include other words besides Points, be sure to include those words in your override, as well. For example, the field Point Expiration Date should become Sales Point Expiration Date.

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That's it! All your user interfaces, both internal and member-facing, will now show your preferred terminology for standard Fielo points.

Creating a New Point Type

As you know, we include a default Point Type named Point, which you can use as is or customize with another word. If, though, you want to use one or more other Point Types beyond the standard one, they first need to be created and linked to the corresponding Objects in Salesforce.

In the next steps, we'll show you how to create a typical custom Point Type: Miles.

Add your 'Point Type' Fields

First things first: you need to create your Point Type fields so that they can be linked to each of the IAS objects it will interact with: Member, Transaction, Redemption Item, Redemption, and Reward.

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When adding a new Point Type, make sure you follow this Object order: 1) Member; 2) Transaction; 3) Redemption Item; 4) Redemption ; 5) Reward.

Let's use Member as an example. From Setup, look up Object Manager in the Quick Find box and select it. Then, enter Member in the Object Manager Quick Find box and select it.

Now, go to Fields & Relationships and hit New. Choose Field Type Number.

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Field Types

When adding our Point Type field in Member, Transaction, Redemption Item and Reward, Field Type must be Number. For Redemption choose Field Type Roll-up Summary.

Once Field Type is chosen, click Next and enter the following details:

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Do Not Change Default Options

Leave the Required, Unique and External ID checkboxes unchecked and do not enter a Default Value.

Note that in the case of Redemption, since its Field Type is Roll-up Summary, there are some other details you must fill in as well:

• For Summarized Object choose Redemption Item - Redemption Point Type number is fed by all Point Types coming from Redemption Item.
• For Roll-up Type choose Sum.
• Once Sum is , you'll notice that Field to Aggregate lets you choose a value. Make sure you always select the Point Type you're creating as value.
• Finally, on Filter Criteria section, Only records meeting certain criteria should be included in the calculation. For Field, choose Status; for Operator, choose not equal to, and for Value click and select Reverted. This means that Reverted Redemptions that use your Point Type will not be part of the sum calculation.

Once ready, hit Save.

Now, decide on the Field-level security and Page Layout the new Point Type will be added.

For more information on how to create fields in Salesforce, see Create Custom Fields

Setting Up the Interface for Your New Point Type

When Rules, Challenge Rewards and/or Mission Rewards grant more than one kind of Point Type, you need to add some fields to manage your Point Type directly from Rules, Challenge and Mission Rewards screens. Basically, it replicates the same fields standard Points require to be granted as an outcome. Those fields are:

• Conversion Mode
• Conversion Value
• Field Name
• Expiration Mode
• Expiration
• Expiration Date
• Custom Expiration

You'll also need to create a Transaction Expiration Date Field in the Transaction object.

Let's start with Rule. From Setup, look up Object Manager in the Quick Find box and select it. Then, enter Rule in the Object Manager Quick Find box and select it.

Step 1: 'Conversion Mode' Field

Conversion Mode represents how a numerical field can be converted into a Point Type award. Create it as a Picklist field and add the following picklist values:

• Fixed Value
• Factor
• Multiplier

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Careful! The picklist values are case sensitive.

Also, be sure to uncheck Restrict picklist to the values defined in the value set.

Step 2: Add 'Conversion Value' Field

Conversion Value is the Point Type value by which Point Type Field Name is divided (Factor) or multiplied (Multiplier). It's a Number field.

Step 3: Add 'Field Name' Field

Field (Miles) Name Field (FieloPLT__RecordFieldName__c) will show a numeric field from the Action object which can be either divided (Factor) or multiplied (Multiplier).

Step 4: Add 'Expiration Mode' Field

Expiration Mode is the way in which a Point Type can expire. Create it as a Picklist field and add the following picklist values:

• Days
• Months
• Specific Date
• Recurrent Date

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Careful! The picklist values are case sensitive.

Also, be sure to uncheck Restrict picklist to the values defined in the value set.

Step 5: Add 'Expiration' Field

Expiration (FieloPLT__MonthsUntilExpiration__c) will show the number of days or months during which your Point Type is valid.

Step 6: Add 'Expiration Date' Field

Expiration Date lets you display the specific date in which your Point Type expires.

Step 7: Add 'Custom Expiration' Field

Custom Expiration lets you expire Point Types with custom functionality.

Step 8: Repeat Steps 1-7 in Challenge Reward

Now, add the same fields you added in steps 1-7 to the Challenge Reward object.

Step 9: Add 'Transaction Expiration Date Field'

In the Transaction object, add the Transaction Expiration Date Field (type: Date) so that you can specify a particular expiration date for the points given in an adjustment transaction. (This won't apply to negative points adjustments.)

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Field-Level Permissions

You've set up your org environment to accept a new Program Point Type. Take a moment now to check that the above-created fields are visible in your layout and for your profile.

Adding a New Point Type to IAS

Once you've set up your Point Type in Salesforce, it's time to create it in IAS.

Set Point Type

Once in IAS, navigate to Programs and click Point Types.

Click New Point Type and complete the following information:

• In Member Balance Field, Transaction Balance Field, Redemption Balance Field, Redemption Item Balance Field, and Reward Balance Field, simply enter the API Name of your Point Type field - in our case is ´Miles__c´. This lets you keep track of your Point Type balance on each of the Objects the Point Type is related to.
• In Conversion Mode Field, Conversion Value Field, Field Name Field, and Expiration Field simply enter the API Name of each of those fields you've previously created when using Multiple Point Types in Rules and Challenge & Mission Rewards.

Once ready, just hit Save.

Program Point Types

Program Point Types map all existing Point Types to the Program where it will be used. This means that for every Point Type you want to include in a Program, you must create its corresponding Program Point Type.

Program Point Types determine which Point Types each of your loyalty programs will have and let you specify unique settings for each type.

Creating a Program Point Type

To create a new Program Point Type, simply choose the Program you'd like to use your Point Type. Once there, navigate to the Program Point Type related list and click New.

Now you need to check and complete the following Program Point Type settings:

• Program: it's the Program where the Point Type will be part of. By default, the Program you've accessed before is already selected.
• Point Type: here is where you choose which of all existing Point Types will be part of the current Program.
• Request Point Approval: When , each new Point Type record must be approved before giving it to Members and an Authorization Workflow has to be established. In this case, newly generated Points initially have Pending status and are not yet made part of Members' Point Balance.
• Audit Points: When , IAS will track which Program Point Type is used in each Redemption.
• Expiration Mode is where you choose if Point Types records will ever expire and, if so, in which way. There are two Expiration options:
  • None: Points will never expire. They'll remain valid as long as the program they belong to exists.
  • Total: All Point Type records from the Member Point Balance expire completely by means of a Transaction of Expiration type. The expiration date must be prior to the date when expiration takes place and Member must have a positive Point Balance. Total Expiration Mode only works by using the Expire Total Points API, or Expire Total Point Type API, when expiring a custom Point Type.
  • Partial: Point Type records expire according to the specific expiration mode set in Rules and/or Challenge & Mission Rewarding. Expiration is carried out by the Batch process named Expired Points: Partial Mode, and only a single Point record expires at a time. The expiration date must be prior to the date when expiration takes place and Points must have a positive Balance.

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You can set Partial and Total Expiration only for Points whose status is Approved.

• Default Expiration Mode & Value: If your program point type is using the Partial expiration mode, you can (optionally) set a default expiration period. This means that, when you award this point type in a new rule, challenge reward or mission reward, the expiration period that you specify here will be automatically filled in. This is also how the expiration date will be calculated for points refunded from reverted redemptions.
• Opt-Out Expiration Mode & Value: If a member opts out of the program, this (optional) expiration period sets a time limit on how long the member has to redeem any points they may have. This won't apply if the member's points would already have expired in less time than the time period you set here. If you don't set a time period, the expiration date that points already have will still apply. If you set a mode and set the value to 0, member points will be expired immediately upon being opted out.

Once you're happy with the all the settings, click Save.

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For Point Types that have Partial Expiration Mode to expire on a regular basis, you need to schedule a batch process manually.

1. From Salesforce Setup, quick find and select Apex Classes.
2. Click on Schedule Apex.
3. Give it the name "Partial Expiration Point Batch" and, for Apex Class, search for and select PointsPartialExpirationBatchSchedule.
4. Under Frequency, choose Weekly and check all days.
5. Give it an end date of as far out into the future as possible and a preferred start time of 12:00 AM.
6. Click Save.

Editing Program Point Type: Point

If you're giving Member standard Points, you can change their default settings just by editing Point.

Program Point Types Management Tools

There are several tools that let you manage your Program Point Types. You can access these tools by selecting the Program your Point Type is connected to and clicking on Program Point Type related list.

New

Click New to create a new Program Point Type.

Edit

Select Edit whenever you need to modify any of the current Program Point Type configuration.

Delete

Select Delete to eliminate any available Program Point Type.