Set Up Global Promotions Management

Turn on Global Promotions Management in your org and provide marketing managers the permission to design promotions by using the Global Promotions wizard. Define evaluation and execution logic to control how multiple eligible promotions are applied.

1. Turn On Global Promotions Management
   Turn on the setting in your org to enable the capabilities of Global Promotions Management.
2. Turn On Product Catalog Management to Create Attributes and Bundles for Promotions
   With Product Catalog Management, product designers can create attributes to capture the characteristics or properties of products, and create bundled products that group items. Marketing managers can create promotions that depend of these attributes and bundled products.
3. Role-Based Permissions for Global Promotions Management
   Admins provide access to features based on the user's role in the company. For Global Promotions Management, admins have to provide themselves, marketing managers, and system integrators the permissions that they require to work with promotions. Depending on the user’s role, determine which permission sets are assigned to users.
4. Context Definition for Global Promotions Management
   Global Promotions Management provides the Eligible Promotions List API and the Promotion Evaluation and Execution API to interact with your external systems. The payload structure of these APIs depends on context definitions and Salesforce provides a standard context definition that works for most common use cases. If your external systems—such as shopping sites, point-of-sale (POS) systems, and global distribution systems (GDS)—use a different structure, you can create and use custom context definitions based on the structure of your cart in those systems to make integrations easier.
5. Promotion Evaluation and Execution
   Turn on Promotion Evaluation and Execution in your org to empower marketing managers to automate the process of prioritizing, combining, and applying promotions to customer carts. Define a pricing procedure and use the Promotion Evaluation and Execution API to determine and show the updated cart and line item prices in real-time.
6. Add an Organization-Wide Email Address
   Promotion launch emails are sent to the promotion’s eligible audience from an organization-wide email address. The admin works with the marketing manager to decide the name and address of the email that’s used to send the emails. Then, the admin has to add the email as an organization-wide email address.
7. Turn on Translations for Promotions
   Set up translation to show promotions to in-store employees, sales representatives, and customers in their preferred language. Add translation support for languages that your business runs promotions in, and assign translators permissions required to translate promotions.
8. Configure Data Cloud for Global Promotions Management
   Gain insights about your company's promotions and your customers with Data Cloud. A prepacked data bundle enables admins to set up the connection that sends data from Global Promotions Management to Data Cloud. To create targeted customer segments for promotions, users must be assigned the Data Cloud Activation Specialist permission set.
9. Marketing Cloud Engagement Business Unit Connection
   Marketing managers can design launch emails for pricing promotions. After a pricing promotion is activated, the promotion’s launch email is sent to the promotion’s eligible audience by using a journey in Marketing Cloud Engagement. To send promotion launch emails by using journeys, connect Global Promotions Management with Engagement business units. Complete the required setup tasks in your Engagement business units and Global Promotions Management to set up the connection.
10. Automated Global Promotions Management Data Sync in Marketing Cloud Engagement
    Global Promotions Management relies on the Marketing Cloud Connect managed package to send data from the Global Promotions Management org to a Marketing Cloud Engagement instance. The marketing journeys that are created in the connected Engagement org for activated promotions use the Global Promotions Management data to send out promotion launch emails. The admin must install and set up Marketing Cloud Connect in the Global Promotions Management org and in the connected Engagement instance. After setting up Marketing Cloud Connect, the admin must create Synchronized Data Sources for Global Promotions Management objects in the Engagement instance.
11. Set Up Promotion Personalization
    Configure Data Cloud and Salesforce Personalization to retrieve personalized product recommendations based on each customer's purchase and browsing history. Then, use the Promotion Recommendations API to obtain personalized promotion recommendation.