All Fielo Capabilities and Features

Automatic release upgrade

Program Management

Multi program

Agreement management

Multi-language content records

Program cloning

Budget Management *

Currency

Currency expiration

Multiple currency types

Decimal Currency type for cash

Approval process for Currencies

Currency capping per program *

• Cap by period *
• Cap by transaction *

Data Management

Batch and real-time processing

360 customer view / profiling

Analytics

Pre-built report and dashboards

Goal settings for KPIs

Rewarding

Badges

Instant reward

Multiple currency types

Reward Catalog

• Internal rewards catalog
• Rewards inventory control
• Voucher code import
• Reward capping

Target Audience

Segments

• Live segmentation
• Behavioral segmentation
• Record-based segments
• Segment based on custom objects

Members

• Support for organizations and contributors
• Manage individual members
- Edit
- Set as manager
- Opt-out
- Block
- Ban
- Anonymize

GDPR Compliance

Member Anonymization

Member Data Portability

Member Consent Management

Transaction

Transaction history

Transaction adjustments

Reversion for Transactions

Outcomes

Levels

• Tier management
• Activity-based levelling *

Redemption

• Redeem in multiple currency types
• Redemption history
• Reversion for Redemptions
• Approval process for Redemptions

Incentives

Capability to incentivize any object

Scheduler

Save as/Create from Model

Promotion

• Single action rules engine
• Related data rules
• Multiple Promotions
• Agreement for Promotion *
• Eligibility for Promotion *

Challenge

• Multi action rules engine
• Related data missions
• Multiple Challenges
• Agreement for Challenges *
• Eligibility for Challenges *
• Gamification
- Challenge & Mission rewarding
- Challenge team incentives
> > Multi-organization teams *
- Challenge promote ranks
- Challenge maintain & demote ranks
- Missions ‘based on a fixed metric’ and ‘compare among members’
- Mission time frame
- Missions dependencies
- Mission leaderboard
- Missions progress tracking
- Historical data processing in Missions
- Async challenge rewarding

Rebate (for Promotion and Challenge)

• Rebate calculation *
• Payout creation *
• Approval process workflows for Payouts *
• Rebate calculation for Challenges based on *
- Sales growth *
- Tiered rebate acceleration for Challenges *
- Percentage or fixed amount *
- Target dynamic calculation *

Connectors

External messaging provider

Salesforce B2B Commerce

External Reward Provider

Messaging

Mass email campaigns

Program transactions messaging

• You've earned points
• Points balance update
• Redemption confirmation

Lightning Components

Member & Program Selector

Incentives *

Badges

Profile

Transactions

Redemptions

Registration

Join Program

Program Promotions

Challenges

My Payouts

APIs

Open APIs for data integration

Open API for 3rd party portal

Apps

Claims processing

• Invoice uploading
- Done by the member
- Possibility to add product items
- Proof of purchase upload
- ‘My Invoices’ for Experience Cloud
• Invoice processing
- Approval process workflows for invoices

E-Learning

• Course and Module management
• Shuffle questions & answers
• Question weight and penalties
• Rich content support
- YouTube & Vimeo videos
- PDFs
- MP4 video
- MP3 audio
- Images (.jpg, .png, .gif)
• Multi question types
  - Multiple choice
  - Short answer
  - Matching
• Modules for Experience Cloud
- Courses
- Course Detail
- Modules
- Module Detail
- Quizzes
- Module Response Detail