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Agent Topic: Promotion With Spend X Rule
Marketing managers can use the Promotion With Spend X Rule topic to create and update promotions that reward customers for placing orders worth a specific amount.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Agentforce, Real-Time Offer Management, Salesforce Foundations, and Data Cloud. |
Topic Details
| API Name | PromotionWithSpendXRule |
| Included Agent Actions | Create or Update Pricing Promotion |
Agent Action: Create or Update Pricing Promotion
Gathers information about the pricing promotion that the marketing managers wants to create or update. The output includes the details of the promotion that was created or updated.
Here are a few example utterances for the action:
- Make a Spend X promotion called Wardrobe Refresh Sale. It's for all customers, starting Feb 5, 2025, at midnight, and ending Dec 31, 2025, at noon.
- Create a Buy X promotion 'Active wear Attack', set the eligible campaign to 'Black Friday Deals and eligible segments to 'New Subscribers.
- Create a promotion titled Carry More Saver. Add the description 'Buy Mocha for $194.89 from the Beverages catalog and receive a 9.99% unit price discount on Mocha'. Set the eligible customer events to Customer Birthday.
Agent Action: Create or Update Promotion using a Spend X Template
Gathers information about the promotion that the marketing manager wants to create or update for rewarding customers based on their order value. The output includes the details of the promotion that was created or updated.
Here are a few example utterances for the action:
- Create line promotion 'Spring Promotion'. Promotion starts on March 1, 2025 and rewards 10% off on apparel category when total spend is between $100 and $200. Promotion description is 'Get 10% off on apparel when total spend is between $100 and $200 this Spring'.
- Create unit promotion 'Spring Promotion Bonanza'. Promotion starts on 1st March this year and rewards 10% off on Red Shirt when total spend is greater than $100.
- Run a cart promotion named 'March Madness Discount' that starts on March 1, 2025 and offers a 10% discount on all purchases over $100.
Agent Action: Add or Update Limits in Pricing Promotion
Gathers information about the limits that the marketing managers wants to add or update in a pricing promotion. The output includes details of the limits added or updated for the pricing promotion.
Here are a few example utterances for the action:
- Update the 'Season Buy Out Sale',to add an overall limit of 500 vouchers and a per-customer limit of 1 voucher.
- I need to add limits to the 'Winter Sale' promotion. The promotion should have an overall limit of 500 redemptions and a per-customer limit of 1 redemption.
A marketing manager at Cloud Kicks wants to create a promotion named 'Summer Savings' starting on June 1, 2025 that rewards customers for placing orders worth a specific amount. This promotion offers a 20% discount on all items in the cart when the total spend is $100 or more.
The marketing manager launches Agentforce and enters the following utterance: Create a promotion named Summer Savings using Spend X template. This promotion is eligible for the cart and offers a 20% discount when the total spend is $100 or more.
The agent generates the promotion with the specified details. You can enhance your promotion by adding additional detailed eligibility criteria, limits, and rewards.
