Use promotions to boost sales and offer timely deals to your customers. As a pricing
designer, you can define precise discounts on individual products and entire categories, control
eligibility based on product selling models and channels, and set rules for applying multiple
promotions. Once a promotion is active, sales reps, partners, and customers can apply it while
managing quotes, orders, and assets.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions
with Energy & Utilities Advanced and Global Promotions Management Basic
Add-On |
Use promotions in Multisite to:
- Tailor discounts: Create precise discounts for different customer segments and
deliver each offer at the right moment.
- Configure eligibility rules: Specify which offers customers qualify for based on
their channel and product selling model.
- Define combinability rules: Establish how multiple eligible promotions apply to
quotes and orders to avoid conflicts.
- Set Up Promotions for Multisite
Promotions in multisite 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.
- Map the Custom Field in Product Discovery Context Definition
Sales reps can select the channels customers must use to qualify for a promotion. You can also select multiple channels for the promotion. To show promotions based on channels on the Browse Catalogs page, map the custom field to your product discovery context definition.
- Design Promotions for Multisite
Design promotions for simple products, bundles, and product categories to acquire new customers or engage existing customers. Define the type of promotion, start and end dates, and eligibility criteria. For manual promotion, add coupons to the promotion. You can also specify the specific channels where promotions can be applied.
- Manage Promotions in Multisite
Use promotions to offer precise discounts, influence customer buying decisions, and boost sales. Sales reps can view applicable promotions for products and apply them to quotes and orders during configuration. Reps can apply promotions from the Sales Transaction Line Editor or the Configurator. The price waterfall automatically displays real-time price adjustments that reflect the active discounts.
