A tactic describes an action or a procedure as a step in the execution of a promotion. Use tactic templates to create tactic types. Display each template with a different user interface to maintain different attributes for different tactic types.
Required Editions
| Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled |
| User Permissions Needed | |
|---|---|
| To create tactic templates: |
CGCloud Business Admin OR CGCloud Retail Business Admin |
- From App Launcher, find and select Tactic Templates, and then click New.
-
Provide these details:
Field Description Identification Tactic Type Type of tactic. The options are:
- Display
- DisplayPerAbs
- PriceReduction
- PriceReductionPerAbs
Tactic Template Name Name of a tactic template. Active Indicates whether a template is active. Sales Org Sales org of the tactic template. Order Relevant Indicates whether a tactic template can be used in field sales management. Description Description Language 1/2/3/4 Description of a tactic template in the languages configured for the sales org. - Save your changes.
- Assign a Promotion Template to a Tactic Template
You can use only the tactic templates that are assigned to a promotion template to create tactics.