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Mapping Business Requirements to Offer Management Features
Companies that run offers have varied business requirements. Explore how to use Offer Management to meet your business and customer needs.
Offer Models
Use Real-Time Offer Management to run closed loop and open loop offers.
| Closed Loop Offers | Open Loop Offers |
|---|---|
| Manage promotions and offers in Salesforce. | Manage promotions in an external system and offers in Salesforce. |
| Issue and manage promotion rewards using Real-Time Offer Management resources. | Issue and manage promotion rewards on external systems. |
Offer Definition and Eligibility
| Business Requirement | Features to Use |
|---|---|
| Create offers for different business goals | Create different types of offers that align with your various business goals such as clearing inventory and boosting engagement. Admins can create Offer record types for each offer type and associate unique page layouts that consist of only fields relevant to the offer type. |
| Run multiple offers for a promotion | Create multiple offers for a promotion to target the differentiated target audience and products of the promotion. Offers that are tied to promotions can automatically inherit the promotion's target segments, products, and categories. You can also run open-ended offers that aren't tied to promotions and with their own eligible target audience, products, and categories. |
| Add redemption code for offers | Add either a coupon code or an offer code that customers can use to redeem offers. These codes also help identify and attribute offer usage. |
Offer Treatment
| Business Requirement | Features to Use |
|---|---|
| Design offer content for different channels | Use the intuitive Offer Treatment Designer to create offer content for different channel, such as web, email, and message. Use different types of outputs such as HTML, text, and email to align the offer treatment with formats that the channels support. |
| Add multiple treatments for a channel | Create multiple offer treatments for a channel to personalize the treatment for different target audiences and engagement stages. |
Offer Activation
| Business Requirement | Features to Use |
|---|---|
| Send personalized offer emails |
|
Offer Personalization and Execution
| Business Requirement | Features to Use |
|---|---|
| Surface real-time offer recommendations based on web activity | Use attribute, customer segment, and rule-based logic in Salesforce Personalization to identify and deliver the most relevant offers and offer treatments to customers based on their unique profiles and real-time activity. |
| Show eligible offers to customers | Use the Eligible Offers API to show customers their eligible offers based on the items added to their cart. |
