Incentives

Incentives are Fielo's core feature. Create incentives to guide your customers and partners toward desired behaviors and drive their engagement with your brand.

Incentives include the Promotions and Challenges that target Member behavior. Members can be rewarded through Currencies, Instant Rewards and/or Instant Badges.

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How Incentives Work

Incentives are where you define the behaviors you want to encourage and specify how you want those behaviors to be rewarded. They leverage Fielo's Single Action and Multi-Action Engines, which use Actions to track member activities on any Salesforce object, standard or custom. When criteria for rewarding has been met—that is, a member has performed the defined behavior(s)—a Transaction is generated to reward the winning member. It's that simple!

Promotions versus Challenges

When should I use Promotions?

Use promotions to incentivize any behavior(s) that you want to reward independently, that is, without considering any past behaviors a member has performed. Promotions leverage Fielo's Single Action Engine, meaning that Actions are tracked and evaluated on an individual basis. Members are rewarded immediately for performing targeted behaviors.

When should I use Challenges?

Use Challenges to incentivize any behavior(s) that you want to reward on an ongoing basis, that is, taking into account a member's complete history of performing the behavior(s). Challenges leverage Fielo's Multi-Action Engine, meaning that Actions are tracked and evaluated over the life of the Challenge. Members can be rewarded for performing the targeted set of behaviors either in real time or at the conclusion of the Challenge.

Rebate in Challenges and Promotions

The rebate, by definition, is an amount paid by way of reduction, return, or refund on what has already been paid or contributed. It is a sales promotion tool that uses payback as an incentive, mostly aiming to improve a company's income or increase the sales of a specific product or its category.

It can be seen as a rewarding that is more motivational than regular Points (which would be exchanged for something later), incentivizing even more your partners to perform an action you want them to. In Fielo, rebate is represented by the Payout feature, a way of giving back to your partners - in cash - a fixed amount or a percentage of something's total value: an Opportunity closed, a goal reached or a product bought, for example.

Creating Incentives

Check Promotions and Challenges to see how you can create Incentives.

Incentives: Views & Status

After adding some Incentives, you may need to move along their different views depending on their status.

• All: Showing all promotions and challenges
• Draft: Showing all promotions and challenges that have been created but have not been activated
• Scheduled: Showing all promotions and challenges that have been made but scheduled to be Active at a future date
• Active: Showing all promotions and challenges with an Active status
• Inactive: Showing all promotions and challenges with an Inactive status
• Ended: Showing all promotions and challenges that have ended

Incentives go into a range of 6 different status, each allowing you to perform certain actions:

• Draft: Promotions or Challenges will be Draft when they're created and there is no Approval Process set. Promotions and Challenges become Active either by manually enabling them or when the corresponding Batch Processes are executed.
• Active: Incentives will appear as Active when they fall within the active period you set, that is, when they range between their Start and End Date (if established) or as of their Start Date.
• Pending: Promotions and Challenges include an Approval Process set which needs to be approved before moving towards status Active. The Approval Process must have a criterion set as follows:

• Scheduled: Promotions and Challenges will appear as Scheduled when their Start Date is later than the current date. Processing takes place when the corresponding Batch Processes are executed.
• Inactive: Incentives which have been manually disabled.
• Completed: status when a Promotions and Challenges has an End Date that has already passed.

Incentives are automatically updated once a day. However, you can perform this update immediately by running a Batch. From Batch Execution page, click Run in the rows named Promotion Status and Challenge Status.

Multiple Program Management

If there's more than one Program available, you can choose the Program you wish Incentives to be created in.

Incentives Management Tools

Several tools are part of Incentives tab to let you manage general configurations for Incentives, both Promotions and Challenges. This available through Classic view.

Page Settings Management

It allows you to customize Incentives Landing and New page design by using the applicable Page Settings configuration.

Export

It lets you export all data stored in Incentives, which can include Promotions and Challenges, along with their Rules and Missions, Challenge and Mission Rewards from the chosen Program. When exporting, you'll obtain a file in a JSON format containing the following object hierarchy:

Incentives (FieloPLT__Incentives__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

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 Incentives you're importing have Rules or Missions using your own custom Actions, you must import them first through your Local Development Library