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            Ways to Track Customers' Usage of Promotions

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            Ways to Track Customers' Usage of Promotions

            After customers start using promotions, marketing managers can track the usage of promotions among customers. Marketing managers can track customers' promotion usage only when the company uses the Transaction Journal Execution API to update customers' promotion reward details in Salesforce.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions with Loyalty Management

            Monitor Promotion Usage

            Promotion party usage records associate customers with the promotion that they’ve used. Marketing managers can review promotion party usage records to track:

            • Number of orders for which a customer has used a promotion.
            • Number of vouchers that a promotion has issued to a customer.
            • Number of points that a promotion has credited to a customer.
            • Number of times a customer has used a promotion.

            Monitor Promotion Discounts

            There are a few ways in which marketing managers can monitor the discounts that promotions provide customers.

            Scenario How Discount is Tracked
            A promotion has provided a customer a single discount The discount amount is stored in the transaction journal that the Transaction Journal Execution API has created for the customer's order.
            A promotion has provided a customer multiple discounts The first discount amount is stored in the transaction journal created by the Transaction Journal Execution API for the customer's order. The subsequent discounts are stored in promotion party usage detail records. Promotion party usage detail records are associated with the promotion that has provided the discount and the transaction journal.
             
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