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Referral Marketing
Plan Promotions by Using the Promotion Calendar

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Plan Promotions by Using the Promotion Calendar

Marketing managers and business executives can visualize the brand’s referral promotions on the promotion calendar. The calendar lists the brand’s referral promotions and events, so the marketing managers can check whether promotions are planned during company and social events. Like any other calendar, marketing managers can move across date ranges to see the promotions that are running or that are scheduled. Along with the marketing managers, business executives get a high-level view of the brand’s promotions, easily find white spaces where new promotions can be added, and identify duplicate promotions.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Referral Marketing
User Permissions Needed
To view the promotion calendar:

Referral Marketing permission set

AND

View permission on:

  • Loyalty Program
  • Promotion

On the calendar, promotions are color-coded to help you easily identify their date range and status:

  • Green—Indicates that the promotion is active and the end date of the promotion is on or after the current date.
  • Teal—Indicates that the promotion is active and the end date of the promotion is before the current date.
  • Blue—Indicates that the promotion is inactive and the end date of the promotion is on or after the current date.
  • Gray—Indicates that the promotion is inactive and the end date of the promotion is before the current date.
Warning
Warning When you view the promotion calender, keep in mind that you can’t create a referral promotion from the calendar and you can’t group referral promotions by type, transaction type, campaign, and enrollment requirement.
  1. On the Promotion related list of a referral program, click Open Calendar.
  2. To change the date range on the calendar, use these options:
    • Today—To change the calendar’s starting date to the current date.
    • Start Date—To change the calendar’s starting date to a date of your choice.
    • Period—To decide the period for which you want to view the calendar.
  3. To group promotions by their status, from Group Promotions By, select Activation Status.
  4. To view the details of a promotion, click the promotion on the calendar, and then click View Record.

If you update a promotion when you’re viewing the promotion on the calendar, refresh the calendar to view the promotion’s latest updates.

 
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