Marketing

Create and Summarize Loyalty Programs and Promotions

Loyalty program admins can swiftly create and access program details, such as tiers and benefits, as well as promotion information, including validity, product details, and other relevant data, enabling them to review and take necessary actions quickly.

Loyalty Program Summarization

Easily generate comprehensive summaries with tiers and benefits. Access an Einstein Summary card on the Program Home page, search detailed program information through related tiers, thresholds, and benefits, and boost Program Admin productivity with ready-to-access details.

Objects Referenced
Loyalty tiers, tier groups, and benefits

Data Sources
CRM, Loyalty & Promotions

How to Use
Find the Einstein Summary widget on the loyalty program home page, click on "Get it" and click "Generate Program Summary"

Availability
GA Now

Loyalty Promotion Summarization

Improve your productivity with Einstein Summary cards on the Promotion record page and Promotion Console. Effortlessly access promotion details, eligibility conditions, and rewards. Streamline your workflow and boost program admin efficiency with ready-to-use details.

Objects Referenced
Promotion validity, channel, member and product

Data Sources
CRM, Loyalty & Promotions

How to Use
Find the Einstein Summary widget on the Promotions home page, click on "Get it" and click "Generate Promotion Summary"

Availability
GA Now

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