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.

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 top right of this page, you are given all the options necessary to edit or manage your incentive programs.

1. Edit your program - Change any default setting for this program
2. Manage Programs - Create and manage all your incentive programs
3. Manage Agreements - Create terms and conditions for your program
4. Program Management Tools -
5. Discussion portal - Where you can ask questions you can't find the answer to
6. Fielo Documentation - Quick access to this page

Edit

You may want to change the default configurations that came with your program based on your requirements. 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 process 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 process. 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 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.

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FieloCMS-FieloPLT Plugin

If you installed Fielo 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.

Manage Programs

You can run more than one program at a time and manage them all under the Manage Program button. 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.

Manage 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
• ###Page Settings Management
• ###Manage Consents
• ###Export
• ###Save as a Model
• ###Import