---
schema_version: "1"
id: 336839afe3b220981a81b1b0edb77ff6b9f73a82ad5a6dd4c62c9f6357e71bdb
title: Select Promotion Evaluation and Execution Strategy
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/mktg/264-0-0/global_promotions_management_evaluate_steps.md
canonical_url: https://help.salesforce.com/s/articleView?id=mktg.global_promotions_management_evaluate_steps.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: c401071b0f4a7d2500dd72e41df3799e18bb7bcb4e1580ec9f83574216dccf0c
description: With Promotion Evaluation and Execution, marketing managers can define the process of determining which promotions to apply to customer carts. They can control how multiple promotions interact to make sure that rewards align with the company's business goals. Review the configuration options of promotion evaluation and execution and then select the options that work best for your company's promotions.
products:
  - Marketing
release: "264"
---
# Select Promotion Evaluation and Execution Strategy

With Promotion Evaluation and Execution, marketing managers can define the process of determining which promotions to apply to customer carts. They can control how multiple promotions interact to make sure that rewards align with the company's business goals. Review the configuration options of promotion evaluation and execution and then select the options that work best for your company's promotions.

### 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>

## Parent Groups

When Promotion Evaluation and Execution is enabled, a parent group is automatically created for each Global Promotions Management type rule library. Marketing managers must then associate the required pricing procedure with each group to determine how the evaluation calculations happen.

![The parent groups that are created automatically for each rule library.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-real_time_offer_management-264-0-0-production-enus/9bd7649d-776f-43e6-b210-f781a48bbc79/real_time_offer_management/images/global_promotions_management/global_promotions_management_eval_parent.png)

## Promotion Evaluation and Execution Groups

Within each parent group, promotions are categorized into three subgroups based on the discount application:

- Cart: Promotions that apply to the entire cart. For example, Get $5 off your total grocery bill when you spend over $150.
- Cross-Line: Promotions that link multiple items. For example, Purchase a pair of formal trousers and receive 50% off on a shirt.
- Line: Promotions that apply to individual items. For example, 20% off any dark chocolate bar.

When marketing managers create a promotion and associate it with a Global Promotions Management type rule library, it is automatically added to the appropriate subgroup. Marketing managers can then choose an evaluation method to be applied to all the promotions within each subgroup.

![The subgroups that are automatically created within each parent group.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-real_time_offer_management-264-0-0-production-enus/9bd7649d-776f-43e6-b210-f781a48bbc79/real_time_offer_management/images/global_promotions_management/global_promotions_management_eval_subgroup.png)

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-real_time_offer_management-264-0-0-production-enus/9bd7649d-776f-43e6-b210-f781a48bbc79/images/icon_note.png)

Note To ensure that discounts from all subgroups are applied together in the same transaction, the evaluation method for the parent group itself is automatically set to Stacked and cannot be changed.

## Create and Manage Child Groups

Within a subgroup, marketing managers can create child groups to apply a different evaluation method to a specific set of promotions. For example, mark some promotions as non-stackable by adding them to a child group that uses the First Eligible Promotion evaluation method, so that none of those promotions apply to the same cart line item. Promotions that you don't add to a child group continue to use the evaluation method that's set on the subgroup.

1. From the Promotion Console tab of the Real-Time Offer Management console app, click **Configure Evaluation and Execution Method**.
2. For the parent group that contains the subgroup where you want to add a child group, click **Configure**.
3. Click ![Dropdown icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-real_time_offer_management-264-0-0-production-enus/9bd7649d-776f-43e6-b210-f781a48bbc79/real_time_offer_management/images/dropdown_icon.png) for the subgroup and click **Create New Group**.
4. Enter a name and description for the child group.
5. Select an evaluation method for the child group and save your changes.
    
    Marketing managers can select Stacked, First Eligible Promotion, or Highest Discount for a child group.
6. Move promotions into the child group.
    
    Click ![Dropdown icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-real_time_offer_management-264-0-0-production-enus/9bd7649d-776f-43e6-b210-f781a48bbc79/real_time_offer_management/images/dropdown_icon.png) for a promotion in the subgroup and click **Move**. Then, select the child group that you want to move the promotion to. You can also move a promotion from one child group to another child group within the same subgroup.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-real_time_offer_management-264-0-0-production-enus/9bd7649d-776f-43e6-b210-f781a48bbc79/images/icon_note.png)

Note After you create at least one child group within a subgroup, the evaluation method for the subgroup itself is automatically set to Stacked or First available promotion and cannot be changed.

Marketing managers can also edit, move, and delete an existing child group. Click ![Dropdown icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-real_time_offer_management-264-0-0-production-enus/9bd7649d-776f-43e6-b210-f781a48bbc79/real_time_offer_management/images/dropdown_icon.png) for the child group and select one of these actions.

 
| Action | What It Does |
| --- | --- |
| Edit | Update the child group's name, description, or evaluation method. |
| Move Up or Move Down | Reorder the child group within its subgroup. |
| Delete | Remove the child group. Before you can delete a child group, you must move all its promotions to a different group. |

## Select Evaluation Method

1. From the Promotion Console tab of the Real-Time Offer Management console app, click **Configure Evaluation and Execution Method**.
2. For each parent group, complete these steps:
    1. Select a pricing procedure.
    2. Click **Configure**.
    3. Click ![Dropdown icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-real_time_offer_management-264-0-0-production-enus/9bd7649d-776f-43e6-b210-f781a48bbc79/real_time_offer_management/images/dropdown_icon.png) for a subgroup and click **Select Evaluation Method**.
    4. Select an evaluation method.
    5. Save your selection.
    6. Repeat steps c—e for each subgroup.