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Learn About Real-Time Offer Management
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            Review and Activate Promotion

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            3. Real-Time Offer Management

            Review and Activate Promotion

            On the Review and Activate step of the wizard, marketing managers can review the promotion’s complete configuration before they activate the promotion. If the promotion needs a business executive’s approval before activation, marketing managers can save the promotion.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions with Real-Time Offer Management

            To change the promotion after reviewing its details, marketing managers can go back and update the steps that they want to change. After a promotion is activated, the promotion is ready for customers to use. Activate the promotion only when you want customers to start to use the promotion.

            Review the impact of different activation methods on your promotion's configuration and eligibility fields to ensure that your promotion functions correctly.

            Method PromotionConfig Updated Eligible Fields Updated Recommended For
            Wizard Activation Yes Yes Single promotions
            UI Checkbox Activation No No Not Recommended
            S-Object Insert/Update No No Not Recommended
            GET/POST Business API Yes Yes Single promotions
             
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