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| Section | Weight | Objectives |
|---|---|---|
| Points and Rewards Management | 20% | - Configure reward types and catalogs - Process point transactions (earning, redeeming, adjusting) - Manage loyalty currency (points) operations - Implement point expiration and adjustment rules |
| Partner Management | 10% | - Set up partner earning and redemption rules - Manage partner program participation - Configure loyalty partners and relationships |
| Analytics and Reporting | 10% | - Monitor loyalty metrics and KPIs - Use Loyalty Management reporting features - Analyze member engagement and program performance |
| Member Management | 20% | - Create and manage loyalty program members - Manage member enrollment and registration - Configure member tiers and benefits - Implement member lifecycle stages |
| Loyalty Program Configuration | 25% | - Design tier structures and qualification criteria - Implement program mechanics and journey milestones - Configure earning and redemption rules - Set up loyalty programs, rules, and promotions |
| Loyalty Management Fundamentals | 15% | - Explain loyalty program types and structures - Identify key business outcomes loyalty management drives - Describe the core concepts of loyalty management |
Question 1
A new segment in Customer Data Platform (CDP) will be used for sending notification emails to members with the following requirements: - The mail is sent on the first day of the month to the members that will have their membership expire at the end of the same month, starting from the 1st of April to 30th of June
- member's expiry-date are standardized to the last day of the month.
Which two configuration options below should be used for the new segment to fulfill this segmentation requirement?
A. In the Segmentation Rule, Use "LoyaltyProgramMember" as the Direct object, > Operator: "Next Number of days" = 30 for the "Membership Expiry Date" attribute.
B. In "Segment Property," set "Publish Schedule" to "24 hours" and the appropriate "Start Date" and "End Date
C. In "Segment Property", set "Publish Schedule" to "Don't Refresh".
D. In the Segmentation Rule, Use "LoyaltyProgramMember" as the Direct object, > Operator: "This Month" for the "Membership Expiry Date" attribute.
Question 2
What two fields are attributed to a Loyalty Program entity in the Salesforce Customer Data Platform?
A. Reporting Enabled (Boolean)
B. Created Date
C. Last Modified Date
D. Current Member Count
Question 3
What is the recommended approach to creating a large multi-country, multi-currency, and tier-dependent Redemption Catalogue?
A. Create a Decision Table and define the Redemption Catalogue as business rules.
B. Create a Decision Tree using Flows with a leaf for every combination
C. Create an Apex Class and implement a Redemption Catalogue engine.
D. Create a Loyalty Process with different rules to manage every combination
Question 4
Northern Trail Outfitters would like to encourage sustained engagement with its brand over time, the company has created a Promotion that issues a bonus reward to members who make three purchases in a single month.
What type of Loyalty Promotion should the Administrator use?
A. Joint Promotion
B. Cumulative Promotion
C. Aggregate Promotion
D. Standard Promotion
Question 5
A large retail company wants to award its customers 500 points when they join the Loyalty Program.
Which two configuration tasks below will be required to enable this type of award?
A. Create a Loyalty Partner and associate one of the Partner's products that must be purchased to award the
500 points.
B. Create a Transaction Journal with an Activity type of ''Enrollment'' that needs to be created when the customer signs up to join the Loyalty Program.
C. Create a Process rule that awards 500 points when the Activity Type ='Enrollment''.
D. Create a Benefit that adds 500 points when the new member reaches the Top Platinum Level tier.
Solutions:
| Question 1 Answer: B,D | Question 2 Answer: B,C | Question 3 Answer: A | Question 4 Answer: B | Question 5 Answer: B,C |
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