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            Set Up and Design Promotions in Consumer Sales

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            Set Up and Design Promotions in Consumer Sales

            Optimize revenue in consumer sales by using Communications Cloud to set up automated, behavior-based promotions, such as discounts. To drive conversions, tailor these offers for specific products or bundles across email, SMS, and push notifications, and define clear schedules and qualification rules.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions with Communications Cloud Advanced

            Set Up Promotions in Consumer Sales

            Promotions in consumer sales boost revenue by offering discounts throughout the customer journey, from product discovery to checkout. These significantly increase product sales, business revenue, and simplify how you manage offers, discounts, and pricing.

            Required Editions

            User Permissions Needed
            To create a rule library: Context Service Admin permission set
            To update pricing procedures: Salesforce Pricing Design Time User
            To modify product configurator flows: Product Configurator
            To customize context definitions: Context Service Admin
            To turn on promotions: Customize Application
            1. Create a Promotions Rule Library in Consumer Sales.

              Make sure to use the Consumer Sales Context context definition. Additionally, to select the consumer sales rule library, deselect the default revenue pricing procedure.

            2. Configure Your Pricing Procedure for Promotions in Consumer Sales.

              In the List Operation element, remove IsContracted from the Resource.

            3. Modify Configurator Flows to Show Promotions in Consumer Sales.
            4. Turn on Promotions in Consumer Sales.

            Design Promotions in Consumer Sales

            Create promotions for individual products, bundles, or categories to attract new customers and reward existing customers. You define the promotion type, set the schedule, and determine who qualifies for the offer.

            Required Editions

            User Permissions Needed
            To design promotions: Promotion Designer

            To design a promotion, see Design Promotions in Revenue Cloud.

             
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