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Learn About Real-Time Offer Management
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          Design and Manage Offers with Offer Management

          Design and Manage Offers with Offer Management

          Offer Management enables you to design, configure, and distribute personalized promotional content across multiple channels. Create offers that align with your business goals, then define channel-specific offer treatments to ensure brand consistency across every touchpoint. Accelerate approval cycles through automated workflows and activate offers across channels.

          • 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.
          • Create Offers
            Create offers that align with your business and engagement goals. Use the intuitive designer to build tailored creatives for channels such as email, SMS, and social media. Refine your work with real-time previews and develop multiple variations for the same channel to cater to diverse audiences. Send offers and offer treatments for reviews and approval.
          • Review and Approve Offers
            The reviewer plays a critical role in the offer lifecycle by making sure that offers meet brand standards, legal requirements, and budgetary constraints before activation. Reviewers can easily access offers that are pending review from the Offer Console tab.
          • Personalize Offers
            Identify relevant offers by creating recommenders that analyze real-time behavior, profile data, and product catalogs. Create personalization points for eligible customer touchpoints, and configure decisions and targeting rules to ensure individuals receive the most relevant content based on their context.
          • Activate Offers
            When your offers and offer treatments are approved, you can activate offers to share them with customers in different formats by using various communication channels.
           
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          Salesforce Help | Article