Promotion Management
Promotions aim at increasing revenue and market share using mechanics such as Temporary Price Reductions (TPR), coupons, or in-store displays. Each promotion can contain multiple tactics—the implementable elements of a promotion—and have a cost. Consumer Goods Cloud app uses special promotions called sellable promotions to manage visits and orders.
Required Editions
| Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled |
User Personas in Promotion Management
The user personas involved in managing promotions are:
- HQ Sales Manager: Sets up national, regional, or customer-specific promotions to drive retail execution processes, such as orders
- Sales Supervisor:
- Ensures that the sales and service teams plan and implement promotional activities
- Reviews promotions and selling material
- Defines compliance checks and supporting activities, such as promotion display
- Reads, creates, edits, deletes, views, and modifies promotions
- Key Account Manager (KAM):
- Manages promotions
- Adds tactics to promotions
- Reads, creates, edits, deletes, views, and modifies promotions
- Business Admin:
- Manages promotion templates
- Manages tactic templates
- Manages promotion expressions
- Assigns tactic templates to a promotion template
- Assigns child promotion templates to a promotion template
- Sets the promotion lock status setting for deletion
Considerations for Promotions
Here are the considerations for working with promotions:
- One promotion can have up to 1,000 products
- One promotion can have up to 8 reward groups
- One reward can have up to 300 reward products
- One reward group can have up to 8 hurdles
- One reward group can have up to 8 rewards
- One promotion can have up to 40 hurdles
- Create a Promotion Template
Create promotions by using promotion templates. Create one promotion template and reuse the template with multiple promotions. Promotion templates determine the type of promotion a user creates. - Create a Tactic Template
A tactic describes an action or a procedure as a step in the execution of a promotion. Use tactic templates to create tactic types. Display each template with a different user interface to maintain different attributes for different tactic types. - Create a Promotion Expression
Promotion expressions and hurdles are used in combination to define parameters and evaluation criteria to be considered for a selectable promotion. - Create a Sellable Promotion
Before creating a promotion, evaluate your customer objectives and targets for the specific time period. - Sales Folder
Configure a sales folder to manage and publish core-selling content to support sales reps during sales pitches. You can link a sales folder to - Add Promotion Lock Status
Add the promotion lock status setting to enable your users to delete promotions in any phase. - Configure Promotion Lock Status
When you add the promotion lock status setting, your users can delete promotions in any phase. Customize the setting so that users can’t delete promotions in the phases that you specify. - TPM Promotion Integration with RE
Seamlessly integrate and run your planned Trade Promotion Management (TPM) promotions as sellable promotions in Retail Execution (RE). The system automatically recreates a sellable promotion in RE when TPM promotions are marked as transferrable (Is Transfer Relevant as Yes in the promotion template). Transfer promotions asynchronously through the triggers on the user interface or transfer the promotions in bulk through a batch process. Plan and automatically transfer TPM promotions to RE in a specific phase.
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