Add a Tactic to a Promotion

A tactic describes an action or a procedure as a step in the execution of a promotion. Tactics are the lowest level of tasks that are performed for a campaign.

Required Editions

Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled
User Permissions Needed
To assign add tactics to promotions:

CGCloud Business Admin

OR

CGCloud Retail Business Admin

  1. From App Launcher, find and select Advanced Promotions.
  2. Select a promotion.
  3. In the Tactics related list, click New.
  4. Search and select a tactic template.
  5. Select the dates for the association, and then save your changes.
  6. Edit the tactic, if necessary, and then save your changes.