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Learn About Real-Time Offer Management
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          Select Promotion Template

          Select Promotion Template

          The Select Promotion Template step in the guided flow lists the pricing promotion templates that marketing managers use and the loyalty templates that program managers use to create the promotion’s rules.

          Required Editions

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

          Pricing Templates

          Here are the pricing promotions that marketing managers can use:

          Category Template Business Scenario
          Cart Promotions Buy X, Get Discount + Rewards The promotion rule offers a discount on the customer’s shopping cart when the customer adds specific products or products from specific categories to their cart.
          Spend X, Get Discount + Rewards The promotion rule offers a discount on the customer’s shopping cart when the customer adds products worth a specific amount to their cart.
          Line Level Promotions Buy X, Get Discount on Y + Rewards

          The promotion rule offers a discount on the unit price or combined price of a line item that contains a specific product or a product from a specific category.

          The rule can also offer a free product to customers.

          Spend X, Get Discount on Y + Rewards

          The promotion rule offers a discount on the unit price or combined price of a line item that contains a specific product or a product from a specific category. Customers get the discount when they add products worth a specific amount range to their cart.

          The rule can also offer free products to customers.

          Unit Price Promotions Buy X, Get Unit Price Discount on Y + Rewards The promotion rule offers a discount on the unit price of a specific product or a product from a specific category. Customers get the discount when they add specific products or products from specific categories to their cart.
          Spend X, Get Unit Price Discount on Y + Rewards The promotion rule offers a discount on the unit price of a specific product or a product from a specific category when customers add products worth a specific amount to their cart.
          Combo Promotions Buy X, Get Discounted Combo + Rewards The promotion rule offers a discount on a combination of products or products from a combination of categories when customers add specific products or products from specific categories to their cart.
          Spend X, Get Discounted Combo + Rewards The promotion rule offers a discount on a combination of products or products from a combination of categories when customers add products worth a specific amount range to their cart.
          Custom Promotions Build Your Own Promotion

          The promotion rule offers a discount on either the customer's cart, cart line items, cart item unit price, or combo when the cart matches the promotion rule's eligibility criteria. The rule can contain an aggregated condition for the cart and a product attribute-based criteria.

          The template is only available for promotions that have a rule library selected.

          Marketing managers can also use pricing promotion templates to offer rewards such as:

          • Vouchers to all customers
          • Games to all customers
           
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          Salesforce Help | Article