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Design Offers
Use the Offer Console on the Home page of the Promotions & Offers app to design offers. Define the offer's duration and configure eligibility criteria to ensure that you reach the intended audience and meet your marketing objectives.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Real-Time Offer Management |
Primary Information
Define the basic attributes and parameters for the offer:
| Attribute | Function |
|---|---|
| Offer Type | Select an offer type that contains the required configuration options and behavior. If your admin created custom offer record types, you can't use the Master offer type. |
| Name | Enter a unique name for the offer to identify it within the Offer Console. |
| Description | Provide a brief summary of the offer's marketing purpose for reference. |
| Status | Set the current lifecycle stage of the offer (for example, Draft, Active). Customers can interact only with offers that are set to Active. |
| Promotion | Search for and link the offer to an existing promotion. By default, offers inherit the eligibility logic of the parent promotion. If necessary, define custom eligibility logic. |
| Campaign | Associate the offer with a specific marketing campaign to track engagement and performance within a broader initiative. |
| Priority Number | Enter a numerical value to determine the order in which this offer is shown to customers when they’re eligible for multiple offers. |
| Start and End Date Time | Select the exact date and time window for offer availability. To run an offer indefinitely, leave the end date blank. |
| Offer Group | Select the groups that you want the offer to be part of. |
Offer Parameters
Configure offer identifiers.
| Attribute | Function |
|---|---|
| Coupon Code | Select a coupon that customers use to avail the offer. Ensure that the coupon is active during the offer period. |
| Offer Code | Enter the unique code to identify the offer across systems. |
Eligibility Criteria
Determine who can view the offer and which products are involved:
| Attribute | Function |
|---|---|
| Audience Selection | If the offer is generic, select Applies to Everyone. If the offer should be restricted to a specific set of audience, select the Data Cloud segments. |
| Eligible Categories | Search for and select specific product categories to which the offer applies, such as for inventory clearance or category-specific launches. If you have already associated a promotion with the offer, the eligibility for the offer is inherited from the promotion. |
| Eligible Products | Select individual products that are valid for this offer. If you associated a promotion with the offer, the eligibility for the offer is inherited from the promotion. |
What Happens After Saving?
You can then use the Offer Treatment section to design channel-specific creatives.
