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Plan Your Promotion’s Design
Global Promotions Management provides marketing managers multiple options for key promotion configurations such as eligibility, rules, and limits. Before marketing managers create a promotion, they can finalize their requirements and map the requirements to the options on the Quick Promotion guided flow.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Loyalty Management |
Promotion Eligibility
To decide their promotion’s eligibility, marketing managers use a combination of these options:
- Select a set of products or categories that are eligible for the promotion.
- Select channels that are eligible for the promotion.
- Select their promotion’s target audience.
- Choose whether customers can use the promotion only on specific occasions.
- Choose whether loyalty program members must enroll for the promotions that belong to a loyalty program.
- Add coupons that customers can use to apply the promotion to their cart.
Marketing managers can also choose to not select an eligibility criterion for the promotion.
Exclusion
Marketing managers can choose to exclude products from a promotion rule.
| Business Requirement | HOW TO |
|---|---|
| Exclude products or categories in a promotion rule | To exclude specific products and categories, you must not select any eligible products or categories in the Define Promotion Eligibility step of the promotion. On the Configure Promotion Template step, mark all the products or the categories of the company as eligible, and then exclude specific products or categories from the promotion rule. |
| Exclude products from categories in a promotion rule | To exclude products from categories, select the eligible categories on the Define Promotion Eligibility step of the promotion. On the Configure Promotion Template step, exclude the products from the eligible categories that aren't included in the rule. |
Promotion Rules
A single promotion can apply to multiple customer scenarios. Here are a few common scenarios.
| Promotion Name | Scenarios |
|---|---|
| Burger Carnival |
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| Season End Sale |
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| Limited Time Level X Collaboration |
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| Up to 40% off on your next holiday |
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| Buy hardware for employees and get discounts |
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| Say Hi on Instagram | Tag the company’s Instagram handle with a picture of our product, get 100 loyalty points and the Social Star badge |
Each promotion scenario is a rule. For example, the Burger Carnival promotion consists of three rules and the Season End Sales promotion consists of four rules. Global Promotions Management provides these promotion template types that marketing managers can use to build promotion rules.
| Promotion Template Type | Promotion Templates | Target Audience |
|---|---|---|
| Pricing promotions | Cart promotions: Customers get a discount on their cart and other rewards based on what they add to their cart or their cart value.
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Customers and loyalty program members |
Line-level promotions: Customers get a discount on their cart's line items or an item for free, and other rewards based on what they add to their cart or their cart value.
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Unit price promotions: Customers get a discount on the unit price of their cart items based on what they add to their cart or their cart value.
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Combo promotions: Customers get a discounted combo based on what they add to their cart or their cart value.
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| Build Your Own Promotion: Customers are rewarded based on a criterion that's unique to the promotion. | ||
| Loyalty promotions | Accrual Events: Loyalty program members are rewarded for their accrual activities. | Loyalty program members |
Here's how marketing managers can use promotion templates to create promotion rules based on their promotion scenarios.
| Promotion | Scenario | Promotion Template |
|---|---|---|
| Burger Carnival | Buy two smash burgers, get 50% off on a crispy burger | Buy X, Get Unit Price Discount on Y + Rewards |
| Buy three smash burgers, get a crispy burger and a soft drink for $10 | Buy X, Get Discounted Combo + Rewards | |
| Spend between $20 and $50, get $5 off on the combined price of all smash burgers | Spend X, Get Discount on Y + Rewards | |
| Season End Sale | Shop for $100, get 25% off | Spend X, Get Discount + Rewards |
| Shop for $150, get $50 off | Spend X, Get Discount + Rewards | |
| Shop for $200, get a free jacket worth $75 for free | Spend X, Get Discount on Y + Rewards | |
| Buy five pairs of shoes, get two more pairs of shoes for $20 | Buy X, Get Discounted Combo + Rewards | |
| Buy five from any category, except luxury items and electronics, and get 10% off | Buy X, Get Discount+ Rewards | |
| Limited Time Level X Collaboration | Buy three phones and two laptops, get 5% off | Buy X, Get Discount + Rewards |
| Buy four 512-GB black phones from Level X, get 15% off | Build Your Own Promotion | |
| Buy a 512-GB Level X phone from a Cloud Kicks flagship store, get headphones and a charging cable for $30 | ||
| Buy two 1-TB Level X phones or three 512-GB Level X phones, get a discount of $30 on each unit | ||
| Say Hi on Instagram | Tag the company’s Instagram handle with a picture of our product, get 100 loyalty points and the Social Star badge. | Accrual Events |
Before marketing managers create a promotion, they decide their promotion’s scenarios to determine the promotion template type that they can use. Marketing managers can build the rules for each promotion scenario by using one of the ten promotion templates.
Marketing managers must keep in mind these key considerations before they design a promotion.
- A promotion can’t use both pricing promotion templates and the loyalty promotion template.
- A promotion can consist of up to five pricing promotion rules or only one loyalty promotion rule.
Each rule consists of two sections. One section decides what customers must do to be eligible for the promotion. The other section decides what the eligible customers get. In each rule, marketing managers can offer one or more rewards to customers and decide which customer is eligible for which reward. For example, a pricing promotion rule can offer all customers a 10% discount on their cart and an additional 50 points to the promotion’s loyalty program members. Loyalty promotions can offer rewards only to the members of the promotion’s loyalty program.
Promotion Limits
Marketing managers can add promotion limits to the promotions that consist of rules that they create by using pricing promotion templates. Promotion limits make sure that the promotion’s liability remains within the promotion’s approved budget. Limits also secure the promotion against malicious activities.
Marketing managers can set these types of limits.
- Overall promotion limits to keep the promotion within its approved budget
- Customer limits to limit the number of times that customers use the promotion
For promotion rules that you create by using the loyalty promotion template, you can set limits when you add the rewards for the rule.
