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            Budget Management for Promotions and Campaigns in Loyalty Management

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            Budget Management for Promotions and Campaigns in Loyalty Management

            Use Budget Management to allocate funds, estimate utilization, and track spending for promotions and campaigns. Define hierarchical structures to organize budgets based on business requirements, and track utilization across time periods for financial control and accounting.

            Required Editions

            Required Editions

            Available in: Lightning Experience in Enterprise, Performance, Unlimited, and Developer Editions with Loyalty Management - Growth or Loyalty Management - Advanced.

            Strategic Budget Allocation and Management

            • Structure budgets hierarchically based on geographies, lines of business (LOB), organizational units, or business units. This hierarchical model supports clear ownership, rollup visibility, and governance across the organization.
            • Define budgets for specific fiscal periods to track the utilization precisely over time and to get granular financial control.
            • Loyalty program managers raise requests against the available overall budget. After approval, allocate the funds to promotions or campaigns activities, and track and monitor expenses incurred during execution. This approval process makes sure that your promotion and campaign spending aligns with the approved financial limits.

            Use Case Examples

            • Establish budgets for different geographies, such as Asia-Pacific (APAC) and Europe, the Middle East, and Africa (EMEA). Track budgets for each region's campaign under it.
            • Define high-level campaign budgets, and then group the related promotion budgets under them as child records.
            • Create budgets for each promotion-related activity such as Social media ads, awareness programs, and training. Then, group these budgets to define the overall promotion budget.
             
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