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Define Promotion Eligibility: Loyalty Management Considerations
On the Define Promotion Eligibility step in the Quick Promotion guided flow, marketing managers decide the products, channels, customer groups, and customer events that are eligible for the promotion. For loyalty promotions, you have additional options in the various sections of this step.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Loyalty Management |
Eligible Products or Categories
Marketing managers can decide the products or product categories that are eligible for the promotion. For loyalty promotions, you can select this addition option.
| Option | What Marketing Managers Can Select | What Happens in the Next Steps |
|---|---|---|
| Partner products form loyalty program | Marketing managers can select the partner products of the promotion’s loyalty program that are eligible for the promotion. | If the marketing manager selects partner products, then they can’t select the pricing templates on the Select Promotion Template step. |
Eligible Customer Groups
Marketing managers can select the target audience of the promotion. Customers who are part of the target audience receive the promotion launch email and are the only people who are eligible to use the promotion.
For loyalty promotions, you can decide the target audience for promotions in these additional ways.
| Audience Type | When the Audience Type is Available | What Marketing Managers Can Select |
|---|---|---|
| All loyalty members | These audience types are available only when the promotion belongs to a loyalty program | The marketing manager isn't required to select any other option. When they select All loyalty members as the audience type, all members of the promotion’s loyalty program are eligible for the promotion. |
| Loyalty tier members | The marketing manager must select the tiers of the promotion’s loyalty program whose members are eligible for the promotion. |
Eligible Events
If the company wants customers to use the promotion on special occasions, the marketing manager can select the occasion that customers are eligible to use the promotion on. For loyalty promotions, you can select these additional event types.
| Event Type | Event Period | How It Works | How The Date is Found |
|---|---|---|---|
| Member’s birthday | Birthday | Members of the promotion’s loyalty program can use the promotion on their birthday. If the member's birthday is on Feb 29, then the member can use the promotion on February 29 of leap years and on March 1 of non-leap years. | You can find the birthday from the member’s Contact record. |
| Birthday Week | Members of the promotion’s loyalty program can use the promotion during their birthday week. The birthday week is from Sunday through Saturday of the week that the member’s birthday falls in. | ||
| Birthday Month | Members of the promotion’s loyalty program can use the promotion during their birthday month. The birthday month is the month that the member’s birthday falls in. | ||
| Member’s membership anniversary | Anniversary Day | Members of the promotion’s loyalty program can use the promotion on their membership anniversary day. If the membership anniversary is on Feb 29, then the member can use the promotion on February 29 of leap years and on March 1 of non-leap years. | You can find the membership anniversary date from the enrollment date that’s specified in the member’s Loyalty Program Member record. |
| Anniversary Week | Members of the promotion’s loyalty program can use the promotion during their membership anniversary week. The membership anniversary week is from Sunday through Saturday of the week that the membership anniversary falls in. | ||
| Anniversary Month | Members of the promotion’s loyalty program can use the promotion during their membership anniversary month. The membership anniversary month is the month that the membership anniversary falls in. |
