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Learn About Real-Time Offer Management
Select Promotion Evaluation and Execution Strategy

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Select Promotion Evaluation and Execution Strategy

With Promotion Evaluation and Execution, marketing managers can define the process of determining which promotions to apply to customer carts. They can control how multiple promotions interact to make sure that rewards align with the company's business goals. Review the configuration options of promotion evaluation and execution and then select the options that work best for your company's promotions.

Required Editions

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

Parent Groups

When Promotion Evaluation and Execution is enabled, a parent group is automatically created for each Global Promotions Management type rule library. Marketing managers must then associate the required pricing procedure with each group to determine how the evaluation calculations happen.

The parent groups that are created automatically for each rule library.

Promotion Evaluation and Execution Groups

Within each parent group, promotions are categorized into three subgroups based on the discount application:

  • Cart: Promotions that apply to the entire cart. For example, Get $5 off your total grocery bill when you spend over $150.
  • Cross-Line: Promotions that link multiple items. For example, Purchase a pair of formal trousers and receive 50% off on a shirt.
  • Line: Promotions that apply to individual items. For example, 20% off any dark chocolate bar.

When marketing managers create a promotion and associate it with a Global Promotions Management type rule library, it is automatically added to the appropriate subgroup. Marketing managers can then choose an evaluation method to be applied to all the promotions within each subgroup.

The subgroups that are automatically created within each parent group.
Note
Note To ensure that discounts from all subgroups are applied together in the same transaction, the evaluation method for the parent group itself is automatically set to Stacked and cannot be changed.

Select Evaluation Method

  1. From Promotion Console on the Promotions & Offers app, click Configure Evaluation and Execution Method.
  2. For each parent group, complete these steps:
    1. Select a pricing procedure.
    2. Click Configure.
    3. Click Dropdown icon for a subgroup and click Select Evaluation Method.
    4. Select an evaluation method.
    5. Save your selection.
    6. Repeat steps c—e for each subgroup.
 
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