In this part of the guide, we'll cover manual and automatic program set-up as well as best practices for managing your rewards. Find part one here.
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Manual Program Set-Up

  1. Once Salesforce is connected to Rewards Genius, you can set up your first program.We’ll take you through setting up a manual program first. 


2. First things first: Choose the Manual program type.  


3. Complete all of the required fields in the Program Details tab. 

4. Choose which rewards—and the denominations—you’d like your users to be able to send.Available brands are based on what’s loaded into your Rewards Genius catalog.The default reward is Reward Link Preferred, our choice card with brands like Amazon.com, Starbucks, Target, and Walmart. For more options, contact us.

5. Determine which Salesforce object this program will be available for and which Object fields will map to the provided Rewards Genius fields.

Note: Only one Salesforce object can be selected per Rewards Genius program.


6. View manual program details on the next screen, including reward details and Rewards Genius Customer/Group and Account IDs as well as email template ID. 

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How to Add Reward Launcher to a Salesforce Record Page Layout

  1. Once you’ve created a manual program, you’ll need to add the Rewards Genius for Salesforce visual force button to either a contact or lead record page so your team can start sending rewards! 

Note: You’ll only need to add the Rewards Genius Reward Launcher to one record page to apply it to all similar records. 

2. Next, you’ll get to choose where to add the Reward Launcher to the page layout.

3. Before clicking save, you’ll want to review the page and make sure the Reward Launcher is in the desired position. Once done, team members will be able to view the Reward Launcher within their Salesforce instance.

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How to Send a Manual Reward

1. Once the program has been created and the Rewards Genius for Salesforce visual force button has been added to the Lightning record page layout, your team can start sending rewards! 

2. Before sending the reward, users can choose the number of rewards to send and also add a custom message, which will appear in the reward email.

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Automatic Program Set-Up

1. Now we’ll take you through setting up an automatic program triggered by Salesforce Process Builder.  


2. This time you’ll choose the Automatic program type. 


3. Complete all of the required fields in the Program Details tab. 


4. Choose which reward—and denomination—you’d like to send in this program. Available brands are based on what’s loaded into your Rewards Genius catalog. The default reward is Reward Link Preferred, our choice card with brands like Amazon.com, Starbucks, Target, and Walmart. For more options, contact us.

5. Once you see the Program Successfully Created pop-up window, you’re almost done! To start triggering the reward program, a Salesforce Administrator will need to create a process in Process Builder. 

We cover how to create a basic process for sending rewards here.

For help using Process Builder, check out the Salesforce help article.

Finish setting up your app, and start managing your rewards with Part Three.

*Sign-up to watch our on-demand webcast Driving Real Results with Rewards Genius for Salesforce here!

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