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Manage Promotions in Subscriber Lifecycle Management
Promotions are a powerful tool for businesses to influence purchasing decisions and stimulate growth. Sales reps can view simple and term-based promotions applicable to a product on the Catalogs page. Apply these promotions to quotes and orders during the configuration process from the Sales Transaction Line Editor or Configurator. With term-based promotions, sales reps can apply a discount across a set number of terms and hold the customer to a commitment period. They can also view the reward duration and discount for each buying option before adding a product. The price waterfall shows real-time price adjustments that reflect the discounts. Sales reps can view applied promotions on assets, and efficiently manage products with promotions through amendment, renewal, and cancellation processes. For term-based promotions, the promotions available during an amendment depend on the pricing source of the asset.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions with Media Cloud Advanced |
| User Permissions Needed | |
|---|---|
| To manage promotions: | Apply Promotions on Sales Transactions AND Promotions Viewer |
| To create orders from a quote: | Media Cloud Runtime OR CME Sales Features |
| To amend assets with promotions: | InitiateAmendment API |
| To renew assets with promotions: | InitiateRenewal API |
| To cancel assets with promotions: | InitiateCancellation API |
View Promotions in the Browse Catalog Window
View products and promotions applicable to the product in a catalog. View automatic promotions applied to the product and add products from a catalog to the quote or order record page. After browsing the catalog and selecting a product, configure the product or add the product directly to the quote line items or order line items.
Here are some of the considerations for promotions in the Browse Catalogs window.
- Shows only the promotions for root products.
- Open the quote or order record.
- Click Browse Catalogs, select a catalog, and click Next.
- To view the promotions applicable for a category, click View Promotions on the banner.
- To view the promotions applicable for a product, click Promotions next to the product.
- Click Add to add the product.
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Save your changes.
The products are added to the quote line items or order line items.
Promotions Across Buying Options
When a product supports more than one Product Selling Model, it appears as multiple buying options. Compare the reward duration and discount for each buying option, and select the best one before you add the product.
When a product supports more than one Product Selling Model, the product list page shows the product as multiple buying options. A single term-based promotion can produce a different reward duration and discount value for each buying option. For example, the same promotion can show a 6-month benefit at one discount value for a monthly buying option, and a different duration or value for another.
View and Apply Promotions in Product Configurator
View products and promotions applicable to the product in a configurator. Promotions apply in different ways depending on their type. Automatic promotions apply on their own when you add an eligible product, and you can't remove them. Manual promotions appear in the product configurator so that you can apply them yourself. Use the product configurator to view eligible promotions for a product and turn on the manual promotions that you want.
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Open the configurator.
The Product Configurator window shows the number of available promotions.
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To view the promotions applicable for a product, click Promotions
next to the product.
For bundled products, the configurator shows only the eligible promotions for the root product. To apply manual promotions to child products, use the side panel on Sales Transaction Line Editor.
- Turn on the toggle to apply a promotion.
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Save your changes.
Salesforce applies the discounts to the product.
Apply Promotion to Quote Line Items or Order Line Items
Apply manual promotions to quote line items or order line items in the Sales Transaction Line Editor so that sales reps can offer discounts on products and services. Sales reps can select the manual promotions they want to apply, while the automatic promotions are auto-applied.
- Open the quote or order record.
- For quote line items, click the Quote Line Items tab. For order line items, click the Lines tab.
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Click a product from the list.
A side panel opens that shows all the available promotions.
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On the Promotions tab, apply the promotions that you want.
Note Automatic promotions are applied automatically and can't be removed. You can only apply and remove manual promotions.
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Save your changes before applying promotions to other line items.
The promotions are applied and the prices are updated.
Create Orders from a Quote with Promotions
Quickly create one or multiple orders from a single quote that has promotions based on different criteria, such as recipients, fields, or groups.
To create an order from a quote, see Create Orders from a Quote.
You get a notification about the status of the order creation. The promotions applied to the quote line items are added to the order items. To view a list of orders filtered by quote for multiple orders, click View the new Orders. You can also apply more promotions to the orders.
Create Assets from an Order with Promotions
Assets are automatically created upon activation of an order that includes promotions. To view the promotions applied to an asset, go to the Accounts, and select Assets with promotions.
View Promotions Applied to Assets
Sales reps can view promotions applied to the asset from the Promotions tab and the Related Lists tab of an asset.
- From the App Launcher, find and select Accounts.
- Open an account record.
- Click the Assets tab.
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To see promotion details from the side panel, click an asset name.
The Promotions tab shows the list of applied promotions.
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To see promotions from the related list, open an asset, and click the Related
Lists tab.
The Asset Action Source Price Adjustment related list shows applied promotions.
Amend, Renew, and Cancel Assets with Promotions
Sales reps can use the Managed Asset viewer on your account to amend, renew, or cancel (ARC) assets that have promotions to meet the needs of your customers.
To amend, renew, and cancel assets, see Amend, Renew, and Cancel Assets.
Here are some of the considerations for ARC of assets with promotions.
- The eligible promotions available in the quote or order depend on the pricing source of the asset. When you amend an asset whose pricing source is list price, you can see previously applied promotions and apply new eligible promotions. By default, the pricing source is empty and is treated as list price. When you amend an asset whose pricing source is the last transaction price, you can see previously applied promotions but can't apply new promotions.
- When you renew an asset, the pricing source is a list price, and you can apply new promotions.
- When you cancel an asset, the pricing source is the last transaction price, and you can see the previously applied promotions.
- When a promotion is applied during an initial sale, amendment, or renewal, it generates an Asset Action Source Price Adjustment record for an asset. Each time users apply the same or different promotions in separate transactions, an Asset Action Source Promotion record is created for every transaction.
- Quantity editing on amended and renewed line items is turned off. In Revenue Cloud for Communications Settings, the Quantity Editing on Amended and Renewed Line Items toggle is turned off. If you don't use promotions, turn on this toggle to change quantities.
Here are some of the considerations for promotions.
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Eligible promotions appear on an amended line only after the line is repriced. To reprice the line, change an attribute or add a child product.
