---
schema_version: "1"
id: 9db6267f117732d9a86c3cfeec1c09f737b7e995267c786d9b4a92a2fc4286e5
title: How Customers Qualify for Promotions for B2C Commerce
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/cc/264-0-0/b2c_qualifiers.md
canonical_url: https://help.salesforce.com/s/articleView?id=cc.b2c_qualifiers.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 1ac4fbc5d9842897f20a518a4118a786fdb2a8dfb85f74256b79d53747856f57
description: In B2C Commerce, there are three ways a customer can qualify for a promotion.
products:
  - Commerce
  - B2C Commerce
release: "264"
---
# How Customers Qualify for Promotions for B2C Commerce

In B2C Commerce, there are three ways a customer can qualify for a promotion.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
      <colgroup>
        <col style="width:33%">
        <col style="width:67%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d69674e36">Qualifier</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d69674e39">Usage</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="Qualifier" class="slds-cell-wrap" style="vertical-align:top;" headers="d69674e36 ">
            <a href="https://help.salesforce.com/s/articleView?id=cc.b2c_using_customer_groups_as_qualifiers.htm&amp;release=264.0.0&amp;type=5" title="B2C Commerce includes a set of standard customer groups (everyone, registered customers, and unregistered customers).">Customer
              Groups</a>
          </td>

          <td data-label="Usage" class="slds-cell-wrap" style="vertical-align:top;" headers="d69674e39 ">Members of assigned customer groups are eligible for any promotion
            contained within a specific campaign, unless you unassign customer groups as a
            qualifier when configuring a promotion.</td>

        </tr>
        <tr class="">
          <td data-label="Qualifier" class="slds-cell-wrap" style="vertical-align:top;" headers="d69674e36 ">
            <a href="https://help.salesforce.com/s/articleView?id=cc.b2c_using_source_codesas_qualifiers.htm&amp;release=264.0.0&amp;type=5" title="A shopper-supplied source code can qualify promotions at runtime. When a shopper provides a valid code, B2C Commerce activates the associated price books, redirects, and promotions, then processes the source code from URLs, cookies, and shopper submissions.">Source
              Codes</a>
          </td>

          <td data-label="Usage" class="slds-cell-wrap" style="vertical-align:top;" headers="d69674e39 ">
            <p>Use source codes to control which promotions are available to a consumer at
              a given time. A consumer can provide a source code from a redirect link on
              an affiliate website or manually entering a value from a print catalog. B2C
              Commerce triggers the special pricing and promotion that is associated with
              the provided source code.</p>
            <p style="margin-bottom:0;" class="bodytext">Only one source code can be active at a time during a
              session. When you use source codes as part of your promotion strategy, you
              can control the number and grouping of promotions that a consumer can access
              at a time.</p>
          </td>

        </tr>
        <tr class="">
          <td data-label="Qualifier" class="slds-cell-wrap" style="vertical-align:top;" headers="d69674e36 ">
            <a href="https://help.salesforce.com/s/articleView?id=cc.b2c_using_coupons_as_qualifiers.htm&amp;release=264.0.0&amp;type=5" title="To qualify users for B2C Commerce storefront promotions, you can use coupons. You can generate coupons by using B2C Commerce, sources external to B2C Commerce, custom-defined coupons. You can also import and export coupon codes to external email marketing systems.">Coupons</a>
          </td>

          <td data-label="Usage" class="slds-cell-wrap" style="vertical-align:top;" headers="d69674e39 ">
            <p>Use single or multiuse coupons to activate specific promotions for consumers
              who receive the coupons, often as part of an email marketing campaign.</p>
            <ul>
              <li>Single-use coupons can only be redeemed one time, preventing consumers
                from passing the coupon around or posting it on the Internet; thus giving
                you greater control over who can redeem the coupon.</li>

              <li>Limit multiuse coupons to a total number of redemptions, so that you
                don't exceed your marketing budget for a specific campaign. A typical
                example is to run an offer <em>while supplies last.</em>
              </li>

            </ul>
          </td>

        </tr>
      </tbody>
    </table>

Within a campaign, you configure a schedule and qualifiers. All experiences inherit the configured qualifiers by default. This inheritance can be deactivated, but it can't be overridden. To expand the experience criteria, assign qualifiers that aren’t available within the containing campaign. For example, a campaign has source code groups A and B as qualifiers, and each assigned promotion inherits the A and B source code groups as qualifiers. If you use those source codes, also select other source codes. If you don't use those source codes, you can't use source codes as qualifiers.

For a promotion experience, the option selected by default is _Use coupons as promotion qualifiers_?. This setting indicates that the promotion inherits coupons from the parent campaign.

- If enabled, the promotion uses coupon qualifiers. You can't deselect coupons inherited from the campaign. You can only add coupons.
- If disabled, coupons aren’t used as qualifiers.

Qualifiers are implied OR statements. The customer must meet just one of the qualifiers to be eligible for the discount. For example, if you configure a source code and a customer group as qualifiers, the customer must have only the source code OR be part of the customer group to be eligible for the discount.

## Coupon Codes and Source Codes

Coupons and source codes are similar, but satisfy different business requirements. While coupons support direct marketing efforts, source codes support affiliate marketing programs, and in some cases, print catalog programs. This table provides a comparison:

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col>
          <col>
          <col>
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" id="d69674e159">Feature</th>
            <th scope="col" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" id="d69674e162">Coupon Code</th>
            <th scope="col" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" id="d69674e165">Source Code</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Feature" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d69674e159 ">Customer action</td>

            <td data-label="Coupon Code" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d69674e162 ">Customer enters the code into the cart.</td>

            <td data-label="Source Code" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d69674e165 ">
              <p>Passed via URL at start of session. Supports links from search engines,
                affiliated websites, and emails.</p>
              <p style="margin-bottom:0;">Customer enters code into a page (requires customization). Supports order
                from print catalogs with source codes.</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Feature" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d69674e159 ">Can be invisible to customer</td>

            <td data-label="Coupon Code" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d69674e162 ">No</td>

            <td data-label="Source Code" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d69674e165 ">Yes</td>

          </tr>
          <tr class="">
            <td data-label="Feature" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d69674e159 ">Triggers one or more promotions</td>

            <td data-label="Coupon Code" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d69674e162 ">Yes</td>

            <td data-label="Source Code" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d69674e165 ">Yes</td>

          </tr>
          <tr class="">
            <td data-label="Feature" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d69674e159 ">Customer can use multiple codes in a single
              transaction</td>

            <td data-label="Coupon Code" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d69674e162 ">Yes</td>

            <td data-label="Source Code" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d69674e165 ">No</td>

          </tr>
          <tr class="">
            <td data-label="Feature" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d69674e159 ">Discount product, order, or shipping charges. Offer a bonus
              product.</td>

            <td data-label="Coupon Code" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d69674e162 ">Yes</td>

            <td data-label="Source Code" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d69674e165 ">Yes</td>

          </tr>
          <tr class="">
            <td data-label="Feature" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d69674e159 ">Activate a price book</td>

            <td data-label="Coupon Code" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d69674e162 ">No</td>

            <td data-label="Source Code" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d69674e165 ">Yes</td>

          </tr>
          <tr class="">
            <td data-label="Feature" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d69674e159 ">Redirect to a category, product, page, or URL</td>

            <td data-label="Coupon Code" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d69674e162 ">No</td>

            <td data-label="Source Code" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d69674e165 ">Yes</td>

          </tr>
          <tr class="">
            <td data-label="Feature" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d69674e159 ">Processing behavior when the code is inactive</td>

            <td data-label="Coupon Code" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d69674e162 ">Yes</td>

            <td data-label="Source Code" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d69674e165 ">Yes</td>

          </tr>
          <tr class="">
            <td data-label="Feature" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d69674e159 ">Customer redemption limits</td>

            <td data-label="Coupon Code" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d69674e162 ">Yes</td>

            <td data-label="Source Code" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d69674e165 ">No</td>

          </tr>
          <tr class="">
            <td data-label="Feature" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d69674e159 ">Quantity redemption limits</td>

            <td data-label="Coupon Code" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d69674e162 ">Yes</td>

            <td data-label="Source Code" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d69674e165 ">No</td>

          </tr>
          <tr class="">
            <td data-label="Feature" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d69674e159 ">Frequency redemption limits</td>

            <td data-label="Coupon Code" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d69674e162 ">Yes</td>

            <td data-label="Source Code" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d69674e165 ">No</td>

          </tr>
          <tr class="">
            <td data-label="Feature" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d69674e159 ">Session redemption limits</td>

            <td data-label="Coupon Code" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d69674e162 ">No session limit</td>

            <td data-label="Source Code" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d69674e165 ">1 per session</td>

          </tr>
          <tr class="">
            <td data-label="Feature" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d69674e159 ">Analytics</td>

            <td data-label="Coupon Code" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d69674e162 ">Promotions triggered by a coupon. Use when the promotion is
              uniquely triggered by a single coupon and no other devices.</td>

            <td data-label="Source Code" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d69674e165 ">
              <p>Sources and Conversions</p>
              <p style="margin-bottom:0;">Promotions triggered by a source code. Use when the promotion is uniquely
                triggered by a single source code and no other devices.</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Feature" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d69674e159 ">Import and Export of data</td>

            <td data-label="Coupon Code" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d69674e162 ">XML, CSV</td>

            <td data-label="Source Code" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d69674e165 ">XML</td>

          </tr>
        </tbody>
      </table>

## Example

In this multiple-qualifier example, a merchant creates a campaign called _Campaign\_2016_ and assigns the customer group _Registered Customers,_ the _Google_ source codes, and the specified coupons to the campaign. The campaign contains multiple promotions:

- Free Ground Shipping for orders > $25.
- $10 off orders > $100. (This promotion has an added multi-use coupon qualifier of _2016\_10OFFORDERS.)_
- $5 off orders > $70. (This promotion has a _Google_ source code.)

Assuming that the campaign and promotions are all active, the promotions apply as follows:

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col>
          <col>
          <col>
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" id="d69674e407">Customer with these qualifiers</th>
            <th scope="col" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" id="d69674e410">Are eligible for these promotions</th>
            <th scope="col" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" id="d69674e413">aren’t eligible for these promotions</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Customer with these qualifiers" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d69674e407 ">Registered customers</td>

            <td data-label="Are eligible for these promotions" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d69674e410 ">
              <p>Free Ground Shipping for orders &gt; $25</p>
              <p style="margin-bottom:0;">$10 off orders &gt; $100</p>
            </td>

            <td data-label="aren’t eligible for these promotions" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d69674e413 ">$5 off orders &gt; $70</td>

          </tr>
          <tr class="">
            <td data-label="Customer with these qualifiers" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d69674e407 ">Registered customers providing coupon
              2016_10OFFORDERS</td>

            <td data-label="Are eligible for these promotions" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d69674e410 ">
              <p>Free Ground Shipping for orders &gt; $25</p>
              <p style="margin-bottom:0;">$10 off orders &gt; $100</p>
            </td>

            <td data-label="aren’t eligible for these promotions" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d69674e413 ">$5 off orders &gt; $70</td>

          </tr>
          <tr class="">
            <td data-label="Customer with these qualifiers" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d69674e407 ">Registered customers with Google Source Code</td>

            <td data-label="Are eligible for these promotions" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d69674e410 ">
              <p>Free Ground Shipping for orders &gt; $25</p>
              <p>$10 off orders &gt; $100</p>
              <p style="margin-bottom:0;">$5 off orders &gt; $70</p>
            </td>

            <td data-label="aren’t eligible for these promotions" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d69674e413 ">&nbsp;</td>

          </tr>
          <tr class="">
            <td data-label="Customer with these qualifiers" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d69674e407 ">Unregistered customers without coupon or source
              code</td>

            <td data-label="Are eligible for these promotions" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d69674e410 ">&nbsp;</td>

            <td data-label="aren’t eligible for these promotions" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d69674e413 ">
              <p>Free Ground Shipping for orders &gt; $25</p>
              <p>$10 off orders &gt; $100</p>
              <p style="margin-bottom:0;">$5 off orders &gt; $70</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Customer with these qualifiers" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d69674e407 ">Unregistered customers providing coupon
              2016_10OFFORDERS</td>

            <td data-label="Are eligible for these promotions" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d69674e410 ">$10 off orders &gt; $100</td>

            <td data-label="aren’t eligible for these promotions" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d69674e413 ">
              <p>Free Ground Shipping for orders &gt; $25</p>
              <p style="margin-bottom:0;">$5 off orders &gt; $70</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Customer with these qualifiers" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d69674e407 ">Unregistered customers providing Google Source Code</td>

            <td data-label="Are eligible for these promotions" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d69674e410 ">$5 off orders &gt; $70</td>

            <td data-label="aren’t eligible for these promotions" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d69674e413 ">
              <p>Free Ground Shipping for orders &gt; $25</p>
              <p style="margin-bottom:0;">$10 off orders &gt; $100</p>
            </td>

          </tr>
        </tbody>
      </table>

## Multiple Promotion Qualifiers

Create promotions within a campaign that require multiple qualifying conditions to be met for a customer. Use this logical AND condition to create a promotion that requires a customer to qualify by a customer group and enter a specific coupon in the basket.

- Any: (default) the promotion is applicable if the customer satisfies at least one of the three qualifier requirements.
- All: the promotion is applicable if the customer satisfies _all_ three of the qualifier requirements.

See [Using Multiple Promotion Qualifiers.](https://help.salesforce.com/s/articleView?id=cc.b2c_using_multiple_promotion_qualifiers.htm&release=264.0.0&type=5 "Create promotions that require the shopper to meet multiple qualifying conditions. For these qualifiers to apply, create a campaign and configure the promotion qualifier settings for that campaign.")

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-cc-b2c_merchandiser_administrator-264-0-0-production-enus/ea76f372-6cfa-42a6-8e7c-05c6df7abed8/images/icon_note.png)

Note The B2C Commerce API supports this feature, as does the promotion.xsd. See the B2C Commerce API documentation.

- **[Customer Groups as Promotion Qualifiers for B2C Commerce](https://help.salesforce.com/s/articleView?id=cc.b2c_using_customer_groups_as_qualifiers.htm&release=264.0.0&type=5)**  
    B2C Commerce includes a set of standard customer groups (everyone, registered customers, and unregistered customers).
- **[Source Codes as Promotion Qualifiers for B2C Commerce](https://help.salesforce.com/s/articleView?id=cc.b2c_using_source_codesas_qualifiers.htm&release=264.0.0&type=5)**  
    A shopper-supplied source code can qualify promotions at runtime. When a shopper provides a valid code, B2C Commerce activates the associated price books, redirects, and promotions, then processes the source code from URLs, cookies, and shopper submissions.
- **[Coupons as Promotion Qualifiers for B2C Commerce](https://help.salesforce.com/s/articleView?id=cc.b2c_using_coupons_as_qualifiers.htm&release=264.0.0&type=5)**  
    To qualify users for B2C Commerce storefront promotions, you can use coupons. You can generate coupons by using B2C Commerce, sources external to B2C Commerce, custom-defined coupons. You can also import and export coupon codes to external email marketing systems.
- **[B2C Commerce APIs for Coupons](https://help.salesforce.com/s/articleView?id=cc.b2c_apis_for_coupons.htm&release=264.0.0&type=5)**  
    Use the B2C Commerce API to add multiple coupon codes for the same coupon to a cart.