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Plan Your Promotions' Evaluation Strategy
Learn how different evaluation methods work to decide which method suits your company's requirements.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions with Real-Time Offer Management |
Evaluation Methods
Marketing managers can choose from one of these evaluation method for their promotion subgroups.
| Method | Use | Example |
|---|---|---|
| Stacked | All promotions in a subgroup are evaluated independently for carts and cart line items. The applicable promotion discounts are calculated individually and then aggregated. Marketing managers can use this to combine all eligible promotions for the biggest possible savings for customers. |
A customer's cart is eligible for a 'Free Shipping on orders over $50' promotion and a separate '10% Off' promotion. With the stacked method, the customer receives both the free shipping and the 10% discount. |
| First Eligible Promotion | All promotions in a subgroup are evaluated based on promotion priority. The first eligible promotion for each line item in the cart is applied to the line items and the first eligible promotion for the cart is applied on the entire cart. Marketing managers use this to control spending and prioritize specific promotions. |
A customer's cart is eligible for a 'Free Shipping on orders over $50' promotion (priority number: 1) and a '15% Off' promotion (priority number: 2). The first promotion is applied to customer cart. |
| Highest Discount | All promotions in a subgroup are evaluated independently for carts and cart line items. The highest discount promotion for each line item in the cart is applied to the line items and the highest discount promotion for the cart is applied on the entire cart. Marketing managers can choose best promotion to maximize customer satisfaction and by guaranteeing shoppers automatically get the best possible deal. |
A customer's cart is eligible for a '10% Off' promotion and a separate '15% Off' promotion. The promotion that offers 15% discount is applied. |
- Line Level Promotions
Understand how the chosen evaluation method determines the final discount when the cart is eligible for multiple line-level promotions. - Cross-Line Level Promotions
Understand how the chosen evaluation method determines the final discount when a cart is eligible for multiple cross-line promotions. - Cart Level Promotions
Understand how the chosen evaluation method determines the final discount when a cart is eligible for multiple cart promotions.
