---
schema_version: "1"
id: cfeb7c49f23dbae77bd015dab8facd7f781924dfbbf16055e5ff604aea187aea
title: Plan Your Promotion’s Design
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/mktg/264-0-0/global_promotions_management_design_promotion_plan.md
canonical_url: https://help.salesforce.com/s/articleView?id=mktg.global_promotions_management_design_promotion_plan.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: ee6802bb9ba6f29163dd27ac34aa1ca7ee6656e780c642886b4f4366b1f186e8
description: Global Promotions Management provides marketing managers multiple options for key promotion configurations such as eligibility, rules, and limits. Before marketing managers create a promotion, they can finalize their requirements and map the requirements to the options on the Quick Promotion guided flow.
products:
  - Marketing
release: "264"
---
# Plan Your Promotion’s Design

Global Promotions Management provides marketing managers multiple options for key promotion configurations such as eligibility, rules, and limits. Before marketing managers create a promotion, they can finalize their requirements and map the requirements to the options on the Quick Promotion guided flow.

### 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>,&nbsp;<strong>Unlimited</strong>, and&nbsp;<strong>Developer</strong>&nbsp;Editions with Real-Time Offer Management</td></tr></tbody></table>

## Promotion Eligibility

To decide their promotion’s eligibility, marketing managers use a combination of these options:

- Select a set of products or categories that are eligible for the promotion.
- Select channels that are eligible for the promotion.
- Select their promotion’s target audience.
- Choose whether customers can use the promotion only on specific occasions.
- Add coupons that customers can use to apply the promotion to their cart.

Marketing managers can also choose to not select an eligibility criterion for the promotion.

## Exclusion

Marketing managers can choose to exclude products from a promotion rule.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:25%">
          <col style="width:75%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d4302e103">Business Requirement</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d4302e106">HOW TO</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Business Requirement" class="slds-cell-wrap" style="vertical-align:top;" headers="d4302e103 ">Exclude products or categories in a promotion rule</td>

            <td data-label="HOW TO" class="slds-cell-wrap" style="vertical-align:top;" headers="d4302e106 ">
              <p>To exclude specific products and categories, you must not select any eligible
                products or categories in the Define Promotion Eligibility step of the
                promotion.</p>
              <p style="margin-bottom:0;">On the Configure Promotion Template step, mark all the products or the categories
                of the company as eligible, and then exclude specific products or categories from
                the promotion rule.</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Business Requirement" class="slds-cell-wrap" style="vertical-align:top;" headers="d4302e103 ">Exclude products from categories in a promotion rule</td>

            <td data-label="HOW TO" class="slds-cell-wrap" style="vertical-align:top;" headers="d4302e106 ">
              <p>To exclude products from categories, select the eligible categories on the Define
                Promotion Eligibility step of the promotion.</p>
              <p style="margin-bottom:0;">On the Configure Promotion Template step, exclude the products from the eligible
                categories that aren't included in the rule.</p>
            </td>

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

## Promotion Rules

A single promotion can apply to multiple customer scenarios. Here are a few common scenarios.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:25%">
          <col style="width:75%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d4302e167">Promotion Name</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d4302e170">Scenarios</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Promotion Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d4302e167 ">Burger Carnival</td>

            <td data-label="Scenarios" class="slds-cell-wrap" style="vertical-align:top;" headers="d4302e170 ">
              <ul>
                <li>Buy two smash burgers, get 50% off on a crispy burger</li>

                <li>Buy three smash burgers, get a crispy burger and a soft drink for US$10</li>

                <li>Spend between $20 and $50, get $5 off on the combined price of all smash
                  burgers</li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="Promotion Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d4302e167 ">Season End Sale</td>

            <td data-label="Scenarios" class="slds-cell-wrap" style="vertical-align:top;" headers="d4302e170 ">
              <ul>
                <li>Shop for $100, get 25% off</li>

                <li>Shop for $150, get $50 off</li>

                <li>Shop for $200, get a free jacket worth $75 for free</li>

                <li>Buy five pairs of shoes, get two more pairs of shoes for $20</li>

                <li>Buy five from any category, except luxury items and electronics, and get 10%
                  off</li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="Promotion Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d4302e167 ">Limited Time Level X Collaboration</td>

            <td data-label="Scenarios" class="slds-cell-wrap" style="vertical-align:top;" headers="d4302e170 ">
              <ul>
                <li>Buy three phones and two laptops, get 5% off</li>

                <li>Buy four 512-GB black phones from Level X, get 15% off</li>

                <li>Buy a 512-GB Level X phone from a Cloud Kicks flagship store, get headphones
                  and a charging cable for $30</li>

                <li>Buy two 1-TB Level X phones or three 512-GB Level X phones, get a discount of
                  $30 on each unit</li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="Promotion Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d4302e167 ">Up to 40% off on your next holiday </td>

            <td data-label="Scenarios" class="slds-cell-wrap" style="vertical-align:top;" headers="d4302e170 ">
              <ul>
                <li>Book flight tickets, accommodation, and amusement park tickets and get 40%
                  off</li>

                <li>Buy flight tickets to South East Asia and get 10% off</li>

                <li>Buy flight tickets to Europe and get 15% off</li>

                <li>Book hotels in South East Asia and get $20 off</li>

                <li>Book hotels in Europe and get $30 off</li>

                <li>Book three amusement park tickets and get one free</li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="Promotion Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d4302e167 ">Buy hardware for employees and get discounts</td>

            <td data-label="Scenarios" class="slds-cell-wrap" style="vertical-align:top;" headers="d4302e170 ">
              <ul>
                <li>Buy a 1-TB laptop + 128-GB phone + laptop charger with a 3-year selling model
                  for 1,000 employees and get 50% off</li>

                <li>Buy a 1-TB laptop + laptop charger with a 3-year selling model for 1,000
                  employees and get 35% off</li>

                <li>Buy a 1-TB laptop for 1,000 employees and get 25% off</li>

                <li>Buy a 1-TB laptop for 500 employees and get 15% off</li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="Promotion Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d4302e167 ">Say Hi on Instagram</td>

            <td data-label="Scenarios" class="slds-cell-wrap" style="vertical-align:top;" headers="d4302e170 ">Tag the company’s Instagram handle with a picture of our product, get the
              Social Star badge</td>

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

Each promotion scenario is a rule. For example, the Burger Carnival promotion consists of three rules and the Season End Sales promotion consists of four rules.

Global Promotions Management provides templates that marketing managers can use to build promotion rules for their customers.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:25%">
          <col style="width:75%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d4302e336">Template Category</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d4302e339">Promotion Templates</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Template Category" class="slds-cell-wrap" style="vertical-align:top;" headers="d4302e336 ">Cart promotions</td>

            <td data-label="Promotion Templates" class="slds-cell-wrap" style="vertical-align:top;" headers="d4302e339 ">
              <p>Customers get a discount on their cart and other rewards based on what they add
                to their cart or their cart value.</p>
              <ul>
                <li>Buy X, Get Discount + Rewards</li>

                <li>Spend X, Get Discount + Rewards</li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="Template Category" class="slds-cell-wrap" style="vertical-align:top;" headers="d4302e336 ">Line-level promotions</td>

            <td data-label="Promotion Templates" class="slds-cell-wrap" style="vertical-align:top;" headers="d4302e339 ">
              <p>Customers get a discount on their cart's line items or an item for free, and
                other rewards based on what they add to their cart or their cart value.</p>
              <ul>
                <li>Buy X, Get Discount on Y + Rewards</li>

                <li>Spend X, Get Discount on Y + Rewards</li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="Template Category" class="slds-cell-wrap" style="vertical-align:top;" headers="d4302e336 ">Unit price promotions</td>

            <td data-label="Promotion Templates" class="slds-cell-wrap" style="vertical-align:top;" headers="d4302e339 ">
              <p>Customers get a discount on the unit price of their cart items based on what
                they add to their cart or their cart value.</p>
              <ul>
                <li>Buy X, Get Unit Price Discount on Y + Rewards</li>

                <li>Spend X, Get Unit Price Discount on Y + Rewards</li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="Template Category" class="slds-cell-wrap" style="vertical-align:top;" headers="d4302e336 ">Combo promotions</td>

            <td data-label="Promotion Templates" class="slds-cell-wrap" style="vertical-align:top;" headers="d4302e339 ">
              <p>Customers get a discounted combo based on what they add to their cart or their
                cart value.</p>
              <ul>
                <li>Buy X, Get Discounted Combo + Rewards</li>

                <li>Spend X, Get Discounted Combo + Rewards</li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="Template Category" class="slds-cell-wrap" style="vertical-align:top;" headers="d4302e336 ">Build Your Own Promotion</td>

            <td data-label="Promotion Templates" class="slds-cell-wrap" style="vertical-align:top;" headers="d4302e339 ">Customers are rewarded based on a criterion that's unique to the
              promotion.</td>

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

Here's how marketing managers can use promotion templates to create promotion rules based on their promotion scenarios.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:16.666666666666664%">
          <col style="width:50%">
          <col style="width:33.33333333333333%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d4302e443">Promotion</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d4302e446">Scenario</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d4302e449">Promotion Template</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Promotion" class="slds-cell-wrap" rowspan="3" style="vertical-align:top;" headers="d4302e443 ">Burger Carnival</td>

            <td data-label="Scenario" class="slds-cell-wrap" style="vertical-align:top;" headers="d4302e446 ">Buy two smash burgers, get 50% off on a crispy burger</td>

            <td data-label="Promotion Template" class="slds-cell-wrap" style="vertical-align:top;" headers="d4302e449 ">Buy X, Get Unit Price Discount on Y + Rewards</td>

          </tr>
          <tr class="">
            <td data-label="Scenario" class="slds-cell-wrap" style="vertical-align:top;" headers="d4302e446 ">Buy three smash burgers, get a crispy burger and a soft drink for $10</td>

            <td data-label="Promotion Template" class="slds-cell-wrap" style="vertical-align:top;" headers="d4302e449 ">Buy X, Get Discounted Combo + Rewards</td>

          </tr>
          <tr class="">
            <td data-label="Scenario" class="slds-cell-wrap" style="vertical-align:top;" headers="d4302e446 ">Spend between $20 and $50, get $5 off on the combined price of all smash
              burgers</td>

            <td data-label="Promotion Template" class="slds-cell-wrap" style="vertical-align:top;" headers="d4302e449 ">Spend X, Get Discount on Y + Rewards </td>

          </tr>
          <tr class="">
            <td data-label="Promotion" class="slds-cell-wrap" rowspan="5" style="vertical-align:top;" headers="d4302e443 ">Season End Sale</td>

            <td data-label="Scenario" class="slds-cell-wrap" style="vertical-align:top;" headers="d4302e446 ">Shop for $100, get 25% off</td>

            <td data-label="Promotion Template" class="slds-cell-wrap" style="vertical-align:top;" headers="d4302e449 ">Spend X, Get Discount + Rewards</td>

          </tr>
          <tr class="">
            <td data-label="Scenario" class="slds-cell-wrap" style="vertical-align:top;" headers="d4302e446 ">Shop for $150, get $50 off</td>

            <td data-label="Promotion Template" class="slds-cell-wrap" style="vertical-align:top;" headers="d4302e449 ">Spend X, Get Discount + Rewards</td>

          </tr>
          <tr class="">
            <td data-label="Scenario" class="slds-cell-wrap" style="vertical-align:top;" headers="d4302e446 ">Shop for $200, get a free jacket worth $75 for free</td>

            <td data-label="Promotion Template" class="slds-cell-wrap" style="vertical-align:top;" headers="d4302e449 ">Spend X, Get Discount on Y + Rewards </td>

          </tr>
          <tr class="">
            <td data-label="Scenario" class="slds-cell-wrap" style="vertical-align:top;" headers="d4302e446 ">Buy five pairs of shoes, get two more pairs of shoes for $20</td>

            <td data-label="Promotion Template" class="slds-cell-wrap" style="vertical-align:top;" headers="d4302e449 ">Buy X, Get Discounted Combo + Rewards</td>

          </tr>
          <tr class="">
            <td data-label="Scenario" class="slds-cell-wrap" style="vertical-align:top;" headers="d4302e446 ">Buy five from any category, except luxury items and electronics, and get 10%
              off</td>

            <td data-label="Promotion Template" class="slds-cell-wrap" style="vertical-align:top;" headers="d4302e449 ">Buy X, Get Discount+ Rewards</td>

          </tr>
          <tr class="">
            <td data-label="Promotion" class="slds-cell-wrap" rowspan="4" style="vertical-align:top;" headers="d4302e443 ">Limited Time Level X Collaboration</td>

            <td data-label="Scenario" class="slds-cell-wrap" style="vertical-align:top;" headers="d4302e446 ">Buy three phones and two laptops, get 5% off</td>

            <td data-label="Promotion Template" class="slds-cell-wrap" style="vertical-align:top;" headers="d4302e449 ">Buy X, Get Discount + Rewards</td>

          </tr>
          <tr class="">
            <td data-label="Scenario" class="slds-cell-wrap" style="vertical-align:top;" headers="d4302e446 ">Buy four 512-GB black phones from Level X, get 15% off</td>

            <td data-label="Promotion Template" class="slds-cell-wrap" rowspan="3" style="vertical-align:top;" headers="d4302e449 ">Build Your Own Promotion</td>

          </tr>
          <tr class="">
            <td data-label="Scenario" class="slds-cell-wrap" style="vertical-align:top;" headers="d4302e446 ">Buy a 512-GB Level X phone from a Cloud Kicks flagship store, get headphones
              and a charging cable for $30</td>

          </tr>
          <tr class="">
            <td data-label="Scenario" class="slds-cell-wrap" style="vertical-align:top;" headers="d4302e446 ">Buy two 1-TB Level X phones or three 512-GB Level X phones, get a discount of
              $30 on each unit</td>

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

Before marketing managers create a promotion, they decide their promotion’s scenarios to determine the promotion template type that they can use. Marketing managers can build the rules for each promotion scenario by using one of the promotion templates.

Marketing managers must keep in mind these key considerations before they design a promotion.

- A promotion can consist of up to 5 pricing promotion rules.

Each rule consists of two sections. One section decides what customers must do to be eligible for the promotion. The other section decides what the eligible customers get. In each rule, marketing managers can offer one or more rewards to customers and decide which customer is eligible for which reward.

## Promotion Rewards

Marketing managers can create promotion rewards, such as vouchers and games. To learn how to create Games, see [Manage Reward Catalog](https://help.salesforce.com/s/articleView?id=mktg.global_promotions_management_design_promotion_reward_catalog.htm&release=264.0.0&type=5 "On the Rewards Catalog, marketing managers add and manage the types of rewards that they offer customers as part of the company’s promotions.") and [Create Games and Add Rewards](https://help.salesforce.com/s/articleView?id=xcloud.loyalty_games_definition_reward.htm&type=5&language=en_US).

## Promotion Limits

Marketing managers can add promotion limits to the promotions that consist of rules that they create by using pricing promotion templates. Promotion limits make sure that the promotion’s liability remains within the promotion’s approved budget. Limits also secure the promotion against malicious activities.

Marketing managers can set these types of limits.

- Overall promotion limits to keep the promotion within its approved budget
- Customer limits to limit the number of times that customers use the promotion