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Learn About Real-Time Offer Management
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            Permissions to Create Eligible Audience for Promotions

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            Permissions to Create Eligible Audience for Promotions

            Global Promotions Management provides the capability to decide the eligible audience for promotions. A promotion’s eligible audience can be a Data Cloud segment or members of a campaign. Marketing managers can create targeted segments or campaigns for each promotion and then select the segment or campaign as the promotion’s target audience. Provide marketing managers the permission to create segments and campaigns in the org.

            Required Editions

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

            Provide the Permission to Create Data Cloud Segments

            To create and activate segments, marketing managers need one of these permission sets:

            • Data Cloud Activation Specialist
            • Data Cloud Activation Manager
            • Data Cloud Architect

            If you don’t have the permission to assign Data Cloud permission sets, work with your Data Cloud admin to provide marketing managers the required permission set.

            Provide the Permission to Create Campaigns and Add Campaign Members

            Business Requirement Action
            Marketing manager wants to create a campaign
            • Edit on campaigns
            • Marketing User selected in User Details
            Marketing manager wants to add contacts as campaign members
            • Read on campaigns
            • Edit on campaigns
            • Marketing User selected in User Details

            If an external system filters and groups your customers, you can help the marketing managers by adding contacts as campaign members. You can add campaign members by:

            • Mapping the filtered customer group to contacts in the org
            • Adding the filtered contacts as members by using reports or the Data Import Wizard

            See Also

             
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            Salesforce Help | Article