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Turn On Global Promotions Management
Turn on the setting in your org to enable the capabilities of Global Promotions Management. You can also turn on personalized values for Buy X and Spend X promotion rules.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions with Real-Time Offer Management |
| User Permissions Needed | |
|---|---|
| To enable Global Promotions Management: | Customize Application |
| To turn on personalized values for promotion rules: | Customize Application |
After you turn on Global Promotions Management, the Promotions and Offers Console app is added to the org.
Marketing managers can use the Promotion Console tab to create promotions. On the Promotion Console tab, marketing managers can:
- Create promotions
- View the company’s promotions calendar
- Manage their promotion reward catalog
- Track promotion performance
Marketing managers can use the Offer Console tab to create offers. On the Offer Console tab, marketing managers can:
- Create Offer
- Manage Approvals
- Manage Content Assets
From the same settings page, you can also turn on personalized values for promotion rules. This preference lets marketing managers use a personalized purchase target, such as a customer's Easy, Moderate, or Hard Target, instead of a fixed value, when they configure Buy X and Spend X promotion rules. This preference requires Data Cloud and Personalization, in addition to Global Promotions Management.
Here’s what changes in your org after you turn on personalized values for promotion rules.
- From Setup, in the Quick Find box, enter Global Promotions Management Settings, and then select Global Promotions Management Settings.
- Turn on Global Promotions Management.
- Click OK.
- To use personalized purchase targets in Buy X and Spend X promotion templates, also turn on Personalized Promotions Rule Configuration.
