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Real-Time Offer Management Console
Marketing managers use the Real-Time Offer Management console app to manage promotions and offers from one workspace. Move between planning, creation, and analysis tasks on the Overall Summary, Planning, Definition, Analytics, and Setup tabs without switching consoles.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions with Real-Time Offer Management. See Global Promotions Management Availability with Other Salesforce Products. |
From the App Launcher, open the Real-Time Offer Management console app.
Overview Tab
On the Overview tab, get oriented to the main capabilities of Real-Time Offer Management, manage pending approvals, and track your submissions.
| Component | What Users Can Do |
|---|---|
| Capabilities | Plan budgets and timelines on the Planning tab, create and manage promotions and offers on the Definition tab, analyze offer performance on the Analytics tab, and configure setup components on the Setup tab. |
| Review My Approval Work Items | Review and act on promotions and offers that others have submitted for approval. |
| My Approval Submissions | Track the status of promotions and offers that they've submitted for approval. |
Planning Tab
On the Planning tab, marketing managers plan upcoming promotions and offers before they create them.
| Component | What It Does |
|---|---|
| Budgets | Create and manage budgets, and track the allocated amount and time period for each promotion. |
| Briefs | Create and review promotion and offer briefs that capture goals, budget, and creative direction before building a promotion or offer. |
| Promotion Calendar | View a timeline of active, upcoming, and expired promotions, and filter or group them by date range to plan around scheduling conflicts. |
Definition Tab
On the Definition tab, create and manage the promotions and offers that execute your campaign strategy. Design targeted offers with tailored content assets and specific eligibility criteria to drive promotion engagement, send offers for approval, and manage the rewards used in their promotions.
| Component | What It Does |
|---|---|
| Create Promotion | Create a new promotion by defining core details such as its name, timeline, and priority. |
| Create Offer | Design targeted offers by defining tailored content assets and multidimensional eligibility criteria. |
| Manage Approvals | View and act on promotions and offers submitted for approval, tracking sign-off status across teams such as creative, finance, technical, and legal. |
| Manage Reward Catalog | Create and manage the catalog of rewards available to add to promotions. |
| Recent Promotions | Review the most recently created or updated promotions, along with each promotion's end date, priority, and creator. |
| Recently Viewed Offers | Browse or search the offers they've viewed most recently, and check each offer's status, audience, and channels. |
| Recent Segments | Review the customer segments used to target promotions and offers. |
Analytics Tab
On the Analytics tab, marketing managers open the Offer Analytics Overview dashboard to track key offer metrics and identify offers that need attention.
| Component | What It Does |
|---|---|
| Offer Status | Shows the number of offers in each status. |
| Offers by Channel Count | Shows the number of offers with the number of associated engagement channels. |
| Offers by Intent | Shows the number of offers grouped by intent, such as cross-sell or upsell. |
| Offers by Product or Category | Shows the number of offers by product or by category. |
| Offers by Segment | Shows the number of offers by segment. |
Setup Tab
On the Setup tab, marketing managers configure the promotions, offers, rule libraries, engagement channels, and personalization settings used across Real-Time Offer Management.
| Component | What It Does |
|---|---|
| Configure Evaluation Method | Decide how the Rule Engine prioritizes, combines, and applies competing promotions to a customer's cart. |
| Manage Approvals and Alerts | Route offers through an approval and validation process before activation, and configure related alerts. |
| Configure Recommender | Set up a recommender that selects and delivers personalized offer treatments to customers. |
| Configure Personalization Point | Create a personalization point that maps content to a customer experience, using recommenders and targeting rules to determine which content each customer receives. |
| Configure Content Schema | Define the structure and format that a personalization point's response data must follow, to ensure consistent content delivery. |
| Rule Libraries | Create and manage the rule libraries that define the context tags used in promotion eligibility criteria. |
| Engagement Channels | Create and manage the engagement channels, such as email, SMS, push notification, and WhatsApp, used to deliver offers to customers. |
| Personalization Points | View and manage personalization points, along with each point's data space, content schema, source, status, and authentication requirements. |
| Data Graphs | View the data graphs that power recommenders and personalized offers, along with each graph's type, schedule, record count, and last refresh time. |
