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Set Up Global Promotions Management in Loyalty Management
Turn on the Global Promotions Management setting so your loyalty program managers can create promotions and users can apply them to transactions.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Loyalty Management |
Here’s the list of additional changes that reflect in the org after you turn on Global Promotions Management.
| Change | Purpose |
|---|---|
| The Quick Promotion wizard on the Loyalty Management app is updated | Marketing managers can decide which marketing business unit the promotion belongs to, define granular promotion eligibility criteria, select and configure promotion templates, set promotion limits, and design a promotion launch email. |
| The Promotion Console Lightning App Builder component | The component is automatically added to the Loyalty Program record page. Marketing managers use the component to:
|
After you turn on Global Promotions Management, review these additional setup considerations for Loyalty Management and then complete the Global Promotions Management setup tasks:
- Assign Permissions for Global Promotions Management to Loyalty Management Users
Provide access to Global Promotion Management features based on the user's role in the company. After you assign the permissions, provide additional Loyalty Management specific permissions to your users. - Create Context Definitions for Global Promotions Management in Loyalty Management
Global Promotions Management uses the capabilities of Context Service to enable marketing managers to design pricing promotions tailored to each company's unique requirements. A standard context definition is used to design pricing promotions for most use cases. You can also create custom context definitions for your company’s promotions. If you’re creating a custom context definition for promotions, create additional Loyalty Management nodes based on your business needs. - Configure Rule Libraries for Promotion Context Definitions in Loyalty Management
Global Promotions Management uses rule libraries to let marketing managers use context definition tags in promotion rule eligibility criteria. When creating custom tag mappings for promotions, create additional Loyalty Management mappings based on promotion requirements. - Automate Promotions Data Sync in Marketing Cloud Engagement for Loyalty Management
Global Promotions Management relies on the Marketing Cloud Connect managed package to send data from the Global Promotions Management org to a Marketing Cloud Engagement instance. The marketing journeys that are created in the connected Engagement org for activated promotions use the Global Promotions Management data to send out promotion launch emails. So install and set up Marketing Cloud Connect in the Global Promotions Management org and in the connected Engagement instance. After setting up Marketing Cloud Connect, create Synchronized Data Sources for Global Promotions Management objects in the Engagement instance. - Create Data Graphs for Promotions Segment Verification
If you want promotion APIs to use Data Graphs to identify the Data Cloud segments that a customer is a part of, create data graphs by using the unmanaged package or from scratch.
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