---
schema_version: "1"
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title: Set Up and Design Promotions in Consumer Sales
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/comms_set_up_and_design_promotions_in_consumer_sales.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.comms_set_up_and_design_promotions_in_consumer_sales.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: db967506369a5a4ce6991da2cce164f04bf8780c10df1f9ced96e1d1103a344b
description: 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.
products:
  - Communications
release: "264"
---
# 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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with Communications Cloud Advanced</td></tr></tbody></table>

## 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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
            <colgroup>
              <col style="width:50%">
              <col style="width:50%">
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            <thead class="slds-text-title_caps ">
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                <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d6235e108">User Permissions Needed</th>
              </tr>
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            <tbody>
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                <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d6235e108 ">To create a rule library:</td>

                <td class="slds-cell-wrap" style="vertical-align:top;" headers="d6235e108 ">Context Service Admin permission set</td>

              </tr>
              <tr class="">
                <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d6235e108 ">To update pricing procedures:</td>

                <td class="slds-cell-wrap" style="vertical-align:top;" headers="d6235e108 ">Salesforce Pricing Design Time User</td>

              </tr>
              <tr class="">
                <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d6235e108 ">To modify product configurator flows:</td>

                <td class="slds-cell-wrap" style="vertical-align:top;" headers="d6235e108 ">Product Configurator</td>

              </tr>
              <tr class="">
                <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d6235e108 ">To customize context definitions:</td>

                <td class="slds-cell-wrap" style="vertical-align:top;" headers="d6235e108 ">Context Service Admin</td>

              </tr>
              <tr class="">
                <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d6235e108 ">To turn on promotions:</td>

                <td class="slds-cell-wrap" style="vertical-align:top;" headers="d6235e108 ">Customize Application</td>

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

1. [Create a Promotions Rule Library in Consumer Sales](https://help.salesforce.com/s/articleView?id=ind.revenue_promotions_create_rule_library.htm&language=en_US).
    
    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](https://help.salesforce.com/s/articleView?id=ind.revenue_promotions_customize_pricing_procedure.htm&language=en_US).
    
    In the List Operation element, remove IsContracted from the Resource.
3. [Modify Configurator Flows to Show Promotions in Consumer Sales](https://help.salesforce.com/s/articleView?id=ind.revenue_promotions_modify_configurator_flows.htm&language=en_US).
4. [Turn on Promotions in Consumer Sales](https://help.salesforce.com/s/articleView?id=ind.revenue_promotions_turn_on.htm&language=en_US).
    
    For information, see [Set Up Promotions in Revenue Cloud for Communications](https://help.salesforce.com/s/articleView?id=ind.comms_set_up_promotions_in_revenue_cloud_for_communications.htm&language=en_US)

## 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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
          <colgroup>
            <col style="width:50%">
            <col style="width:50%">
          </colgroup>
          <thead class="slds-text-title_caps ">
            <tr class="">
              <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d6235e260">User Permissions Needed</th>
            </tr>
          </thead>
          <tbody>
            <tr class="">
              <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d6235e260 ">To design promotions:</td>

              <td class="slds-cell-wrap" style="vertical-align:top;" headers="d6235e260 ">Promotion Designer</td>

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

To design a promotion, see [Design Promotions in Revenue Cloud for Communications](https://help.salesforce.com/s/articleView?id=ind.comms_design_promotions_in_revenue_cloud_for_communications.htm&language=en_US)

.