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Question 29 - Certified Loyalty Management discussion

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An upset customer calls Universal Containers about the free t-shirt they were supposed to receive when enrolling in its program. The support agent verifies that the t-shirt is out of stock and decides to compensate the customer with a 50% discount valid for one year.

What should the agent do to ensure the customer receives the 50% discount?

A.
Use the ''issue Voucher'' flow template.
Answers
A.
Use the ''issue Voucher'' flow template.
B.
Activate the voucher assignment batch.
Answers
B.
Activate the voucher assignment batch.
C.
Use Issue voucher from the Loyalty Program Member page.
Answers
C.
Use Issue voucher from the Loyalty Program Member page.
D.
Assign a voucher definition from the customer's Loyalty Program Member.
Answers
D.
Assign a voucher definition from the customer's Loyalty Program Member.
Suggested answer: A

Explanation:

When a support agent needs to compensate a customer with a 50% discount for an out-of-stock item, such as the free t-shirt in this scenario, the best course of action within Salesforce Loyalty Management is to use the 'Issue Voucher' flow template (A).

Use the ''Issue Voucher'' flow template: This flow template is designed to streamline the process of issuing vouchers directly to loyalty program members. It allows for the customization of the voucher's value, conditions, and validity, making it an ideal solution for offering a 50% discount valid for one year to the upset customer.

The options B, C, and D, such as activating the voucher assignment batch, issuing a voucher from the Loyalty Program Member page, or assigning a voucher definition from the customer's Loyalty Program Member page, are not as straightforward or appropriate for this specific customer service scenario. The 'Issue Voucher' flow template is explicitly designed for such cases, providing a guided, efficient, and customer-centric approach to voucher issuance.

The official Salesforce documentation on Loyalty Management provides detailed instructions and best practices on using flow templates, including the 'Issue Voucher' flow, to enhance customer experience and satisfaction within a loyalty program.

asked 23/09/2024
Daniel Kuzmanovski
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