Key Personas in Real-Time Offer Management

Performs one-time setup tasks.

• Turn on Global Promotions Management and Product Catalog Management.
• Provide marketing managers with access to Global Promotion Mangement and Offer Management objects.
• Configure context definitions and pricing procedures.
• Configure promotion and offer distribution settings.
• Set up Data Cloud segmentation for targeting.
• Connect Real Time Offer Management with Marketing Cloud.
• Set up Salesforce Personalization.

Manages day-to-day strategy and execution.

• Identify opportunities in the company’s strategy to plan promotions and offers.
• Design, configure, and activate promotions.
• Design and configure offers and offer treatments.

Manages API and system integrations.

• Use Promotion and Offer APIs to integrate with external systems.
• Use Personalization API to show personalized promotion recommendations and offers on external sites.