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Media Cloud
Set Up Promotions in Subscriber Lifecycle Management

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Set Up Promotions in Subscriber Lifecycle Management

Promotions help you acquire new customers, drive product sales, and increase business revenue. Create targeted discounts for diverse customer segments, define eligibility criteria, and control the timing and channels where promotions apply.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions with Media Cloud Advanced
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 Rule Library for Promotions.
  2. Configure Your Pricing Procedure for Promotions.

    Clone the default pricing recipe and set it as the default for the Communication, Media, Energy & Utilities usage subtype. Create the pricing procedure for the Communication, Media, Energy & Utilities usage subtype, and add the Advanced Promotion Execution element as the last functional element.

  3. Modify Configurator Flows to Show Promotions.
  4. To configure promotions for specific sales channels.
    1. Create a Custom Field in the Account object to Store Channels.
    2. Map the Custom Field in Sales Transaction Context Definition to view promotions on Sales Transaction Line Editor and Configurator.
    3. Map the Custom Field in Product Discovery Context Definition to view promotions in the Browse Catalog window.
    4. Enable Channels.
  5. Show Promotions Based on Transaction Currency.
  6. Turn on Promotions.
  • Create a Rule Library for Promotions
    A rule library maps context definition tags to the fields used to define promotions and promotion eligibility criteria. Create a rule library for pricing designers to use when they create promotions.
  • Rule Library Mappings
    Here's the list of mapping names and the tags in the default ConsumerSalesContext context definition that they map to.
  • Map the Custom Field in Product Discovery Context Definition
    Sales reps can select the channels customers use to qualify for a promotion. You can also select multiple channels for the promotion. To show promotions based on channels on the Browse Catalogs page, map the custom field to your product discovery context definition.
  • Design Promotions in Subscriber Lifecycle Management
    Use Subscriber Lifecycle Management to create promotions that help acquire new subscribers or engage existing ones. Configure promotions for simple products, bundles, or product categories by defining the promotion type, duration, eligibility criteria, and applicable channels. For manual promotions, add coupons to support targeted redemption.
 
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