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Set Up and Design Promotions in Consumer Sales

Optimize revenue in consumer sales by using Communications Cloud to set up automated, behavior-based promotions, such as discounts. To drive conversions, tailor these offers for specific products or bundles across email, SMS, and push notifications, and define clear schedules and qualification rules. Set up term-based promotions that apply a discount across a set number of terms and hold customers to a commitment period. Add coupon-based promotions that unlock a discount when a customer enters a coupon code. Use advanced stackability to control which promotions combine on a product and which take precedence.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions with Communications Cloud Advanced

Set Up Promotions in Consumer Sales

Promotions in consumer sales boost revenue by offering discounts throughout the customer journey, from product discovery to checkout. These significantly increase product sales, business revenue, and simplify how you manage offers, discounts, and pricing.

Required Editions

User Permissions Needed
To create a rule library: Context Service Admin permission set
To update pricing procedures: Salesforce Pricing Design Time User
To modify product configurator flows: Product Configurator
To customize context definitions: Context Service Admin
To turn on promotions: Customize Application
  1. Create a Promotions Rule Library in Consumer Sales.

    Make sure to use the Consumer Sales Context context definition. Additionally, to select the consumer sales rule library, deselect the default revenue pricing procedure.

  2. Configure Your Pricing Procedure for Promotions in Consumer Sales.

    In the List Operation element, remove IsContracted from the Resource.

  3. Modify Configurator Flows to Show Promotions in Consumer Sales.
  4. Turn on Promotions in Consumer Sales.

Design Promotions in Consumer Sales

Create promotions for individual products, bundles, or categories to attract new customers and reward existing customers. You define the promotion type, set the schedule, and determine who qualifies for the offer.

Required Editions

User Permissions Needed
To design promotions: Promotion Designer

To design a promotion, see Design Promotions in Revenue Cloud for Communications

.