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Things to Keep in Mind Before Creating Promotions
Before marketing managers create promotions, they must make sure that admins complete the required setup. Marketing managers must also understand what types of promotions they can create.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions with Real-Time Offer Management |
Setup Prerequisite
Before a marketing manager creates a promotion, the admin must complete these setup tasks:
| Setup Task | What It Does | Resource |
|---|---|---|
| Turn on the setting to automatically generate voucher codes | Generates a code for vouchers that are issued to customers. | Enable Automatic Generation of Voucher Codes |
| Provide access to objects and fields required to create promotions | Marketing managers can perform all the steps of the Quick Promotion wizard, and save and activate their promotions. | Role-Based Permissions for Global Promotions Management |
| Connect a Marketing Cloud Engagement business unit with Global Promotions Management | Marketing managers can select the business unit that the promotion belongs to. | Connect Global Promotions Management with Marketing Cloud Engagement Business Unit |
| Set up Global Promotions Management context definition | Marketing managers can design pricing promotion rules that are based on the company's promotion requirements and add product attribute-based promotion rule eligibility criteria. Admins and the marketing manager decide which custom promotion information to display to customers. | Set Up Custom Context Definition for Your Company's Promotions |
Design Prerequisite
If you want to provide vouchers or games as rewards, create them before you design your promotions. See Add Your Company’s Voucher Definitions and Create Games and Add Rewards.
Quick Promotion Wizard
To create promotions, you can launch the Quick Promotion wizard by using the Promotion button on the Promotion Console home page.
Promotion Drafts
At each step of the Quick Promotion guided flow, marketing managers can save the promotion as a draft. If you save a promotion to draft, the user who is working on the promotion can move to another tab, or log out and come back to complete the promotion later. Other users in the company who have access to the promotion can also review and edit draft promotions.
Salesforce Org Limits
Keep these limits in mind when you create promotions:
- An Salesforce org can have up to 6,250 active promotions.
- You can apply promotions to carts that have up to 1,000 line items.
