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Learn About Real-Time Offer Management
Turn On Global Promotions Management

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
Warning
Warning After you turn on Global Promotion Management, you can’t turn it off. Work with business executives in your organization and marketing managers to decide if your company wants to use the capabilities of Global Promotions Management to run promotions.

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.

Important
Important Turning on this preference doesn't automatically populate customers' target values. After you create a promotion in Global Promotions Management templates, you must manually enter the customer's target value on the Promotion Party Usage record to use a personalized target for each customer. Promotion rules that use a Personalized Value, don't qualify a customer's cart until that customer's target value is entered.
  1. From Setup, in the Quick Find box, enter Global Promotions Management Settings, and then select Global Promotions Management Settings.
  2. Turn on Global Promotions Management.
  3. Click OK.
  4. To use personalized purchase targets in Buy X and Spend X promotion templates, also turn on Personalized Promotions Rule Configuration.
 
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