Tactic Templates
A tactic describes an action or procedure as a step while executing a promotion. Tactics are executable parts of promotions and the lowest items that you can implement within a campaign.
Required Editions
Available in: Lightning Experience Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled |
Execute promotions by using several tactics, subdivided into types, such as various displays, advertisements, and consumer price reductions. You can also specify allowances and other retail price reductions. Ensure that you create tactic types with tactic templates. To maintain different attributes for different tactic types, you can show each template with a different user interface.
- Create a Tactic Template
You can create a tactic template by cloning an existing tactic template. - Enable Copying Manual Inputs
By default, when a tactic is duplicated, all attributes of the tactic, except the manual inputs, are copied to the new tactic. You can configure a tactic template so that when the tactics that use the template are duplicated, the manual inputs for the tactic are copied to the new tactic. - Assign a Promotion Template to a Tactic Template
The Promotion Templates related list shows the list of promotion templates that are assigned to the tactic template. To create tactics while creating promotions by using a promotion template, you can use only those tactic templates that are assigned to a promotion template. - Assign a Fund Template to a Tactic Template
View the list of all fund templates that are assigned to a tactic template from the Fund Templates related list. When adding a record or editing an existing record, you can configure one of the assigned templates as the default fund template. - View Tactic Product Conditions
A tactic product condition is generated out of a specific tactic on the configured product level. Tactic product conditions contain relevant details about the corresponding tactic and product. Depending on the settings, the system automatically creates tactic product conditions with or without time constraints in the database only if the required criteria are met in live and batch calculations. When you run a nightly batch, the tactic product conditions that are saved on the database are synchronized with your org. - Error and Exception Handling during Fund Auto-Determination
This section describes the different errors and exceptions that the system can experience during the fund auto-determination process. These errors and exceptions occur only when saving or closing Smart UI promotions that have the anchor type selected as Customer.
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