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Build Your Own Promotion
Use the Build Your Own Promotion template to design rules with nuanced eligibility criteria. Add multiple eligibility criteria, with each criterion consisting of a set of conditions. Decide the logic for each criterion and further tailor your promotion by adding product attribute–based criteria and an aggregate condition.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions with Real-Time Offer Management |
Prerequisites for Using the Build Your Own Promotion Template
Marketing managers typically work with admins and product designers to ensure that these prerequisites are completed.
| Marketing Managers Work With | Prerequisite | Resource |
|---|---|---|
| Admins | Create a rule library for the promotion with the custom tag mappings required for the promotion. | |
| The context definition that's associated with the promotion's rule library contains the context tags that are required to configure promotion eligibility criteria. | ||
| Admins and product designers |
If admins create a context definition from scratch for a promotion, then the promotion can only consist of product attributes that are defined in the Product Catalog Management app. |
Plan Your Promotion Rule's Eligibility Criteria
In a rule that's created using the Build Your Own Promotion template, you can add multiple criteria. The conditions in each criteria are based on the company's promotion context definition. Marketing managers can only create conditions using the context tags that are available in the promotion context definition. In each criteria, the marketing manager can create conditions by using context tags from only one context definition node.
Decide the logic that determines when a customer's cart meets a criterion. You can choose from these logic types:
- All Conditions Are Met (AND)—The customer's cart is eligible when the cart matches all the conditions in the criterion.
- Any Condition Is Met (OR)—The customer's cart is eligible when the cart matches any one of the conditions in the criterion.
- Custom Condition Logic Is Met—The customer's cart is eligible when that cart
matches a condition that you enter.
For example, if the custom logic is (1 AND 2) OR 3, cart is eligible when the cart matches either conditions 1 and 2, or only condition 3.
For a cart to be eligible for the promotion rule, the cart must match all the criteria. For a rule that has two criteria with one condition each, the cart has to match the conditions in both criteria. You can't decide an eligibility logic between each criterion.
| Promotion Scenario | Rule Configuration |
|---|---|
| Customers are eligible when they buy either laptops or mobiles worth US$250. |
|
| Customers are eligible when they buy two laptops and three phones from a partner in Spain. |
|
Plan Your Promotion's Product Attribute-Based Rules
If a promotion rule is targeted toward a specific product variant, use product attribute–based rules. With the Build Your Own Promotion template, you can create a criteria that checks whether the customer's cart contains the product variant that the promotion is for. For more nuanced scenarios, the product attribute criteria can contain multiple conditions, one for each attribute. In a rule, you can only add one product attribute criteria.
| Promotion Scenario | Rule Configuration |
|---|---|
| Customers are eligible when they buy a black 512-GB phone. |
|
| Customers are eligible when they buy either a black phone or a 512-GB phone. |
|
| Customers are eligible when they buy a black 512-GB phone or a model A+ phone. |
|
Plan Your Promotion Rule's Aggregate Condition
An aggregate condition enables a rule to check whether the customer's cart contains a specific aggregated value. For example, check if the customer's cart contains items from a specific product line worth a specific value.
Here are the key fields that you define when you add an aggregated condition:
| Field | Description | Examples |
|---|---|---|
| Attribute | The attribute that you want to aggregate by. |
|
| Attribute Value | The attribute value that the rule validates the cart against. |
|
| Measure | The cart value that the rule validates. You can select only a number type field in Measure. |
|
| Operator | The operator that decides how the rule validates the cart. |
|
| Measure Value | The actual measure value that the rule validates the cart again. | Any numeric value. |
| Promotion Scenario | Aggregate Conditions |
|---|---|
| Customers have to purchase at least 5 products from Level X. |
|
| Customers are eligible when they travel on business class for 1,000 miles. |
|
Plan Your Promotion Rule's Rewards
With the Build Your Own Promotion template, marketing managers can offer these types of rewards to:
- Customers
- Discount on cart
- Discount on line item
- Discount on unit price of item
- Discounted combo
- Vouchers
- Games
- Loyalty program members
- Discount on cart
- Discount on line item
- Discount on unit price of item
- Discounted combo
- Vouchers
- Points
- Badges
- Games
- What Customers Do Section in the Build Your Own Promotion Template
Decide the eligibility criteria of the promotion rule using condition-based criteria, product attribute-based criteria, and an aggregate condition in a combination of your choice. - What Customers Get Section in the Build Your Own Promotion Template
Offer customers a wide variety of rewards with the Build Your Own Promotion template. You can offer customers discounts on their cart, cart items, and combos. Along with cart-level discounts, you can also offer rewards such as vouchers, games, points, and badges.
