---
schema_version: "1"
id: 39eb713bc4bc490f4d78c146b78e713a8eb458dc36731af1dd330d863240eab6
title: Map Your Business Requirements to Global Promotions Management Features
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/mktg/264-0-0/global_promotions_management_learn_capabilities.md
canonical_url: https://help.salesforce.com/s/articleView?id=mktg.global_promotions_management_learn_capabilities.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 7bb1be549366057a3aac30089406409ea07dfa81b7dd5a54adbfcc4b7b7a5fa1
description: Companies that run promotions for their customers have varied business requirements. Learn how Global Promotions Management supports your business and customer needs.
products:
  - Marketing
release: "264"
---
# Map Your Business Requirements to Global Promotions Management Features

Companies that run promotions for their customers have varied business requirements. Learn how Global Promotions Management supports your business and customer needs.

### 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 Design Features

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d13015e78">Business Requirement</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d13015e81">Features to Use</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Business Requirement" class="slds-cell-wrap" style="vertical-align:top;" headers="d13015e78 ">Run promotions that offer rewards based on what customers purchase or how much
              customers spend</td>

            <td data-label="Features to Use" class="slds-cell-wrap" style="vertical-align:top;" headers="d13015e81 ">
              <p>Use pricing promotion templates that represent the customer activity that you
                want to reward and then configure the promotion rules exactly as per your business
                needs. Configure the exact activity that you want to reward members for and the
                rewards that you want to offer.</p>
              <p style="margin-bottom:0;">Pricing promotion templates are available on the
                Select Promotion Template step in the Quick Promotion guided flow.</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Business Requirement" class="slds-cell-wrap" style="vertical-align:top;" headers="d13015e78 ">Run promotions that offer rewards without any pricing eligibility
              criteria</td>

            <td data-label="Features to Use" class="slds-cell-wrap" style="vertical-align:top;" headers="d13015e81 ">Select the No qualification criteria checkbox or the No spend range checkbox in
              a pricing promotion rule to indicate that the rule doesn't contain any eligibility
              criteria.</td>

          </tr>
          <tr class="">
            <td data-label="Business Requirement" class="slds-cell-wrap" style="vertical-align:top;" headers="d13015e78 ">Offer customers discounts on their carts and not just loyalty rewards</td>

            <td data-label="Features to Use" class="slds-cell-wrap" style="vertical-align:top;" headers="d13015e81 ">
              <p>Use a pricing promotion template that meets your business needs. Offer
                customers a discount on cart value, on cart items, and on the unit price of cart
                items. You can also offer free products or a discounted combo as a promotion
                reward.</p>
              <p style="margin-bottom:0;">Pricing promotion templates are available on the Select Promotion
                Template step in the Quick Promotion guided flow.</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Business Requirement" class="slds-cell-wrap" style="vertical-align:top;" headers="d13015e78 ">Configure a promotion rule's qualification criteria by using a personalized,
              per-customer purchase or spend target instead of a fixed value</td>

            <td data-label="Features to Use" class="slds-cell-wrap" style="vertical-align:top;" headers="d13015e81 ">
              <p>On the Configure Promotion Template step of the Quick Promotion guided flow,
                select <strong class="uicontrol">Personalized Value</strong> for a Buy X or Spend X rule's
                qualification criteria, and then select the customer's target, such as
                <strong class="uicontrol">Easy Target</strong>, <strong class="uicontrol">Moderate Target</strong>, or
                <strong class="uicontrol">Hard Target</strong>. Data Cloud calculates each target for the
                customer.
              </p>
              <p style="margin-bottom:0;">Available for the Buy X, Get Discount + Rewards and Spend X, Get
                Discount + Rewards templates, and their combo, line, and unit variants. An admin
                must turn on personalized values for promotion rules before marketing managers
                can use this option. Also, someone in your company must manually enter each
                customer's target value on the customer's Promotion Party Usage record before a
                rule that uses a personalized value can evaluate that customer's cart.</p>
            </td>

          </tr>


          <tr class="">
            <td data-label="Business Requirement" class="slds-cell-wrap" style="vertical-align:top;" headers="d13015e78 ">Offer customers discounts and rewards based on criteria unique to your
              company's promotions</td>

            <td data-label="Features to Use" class="slds-cell-wrap" style="vertical-align:top;" headers="d13015e81 ">
              <p>Use the Build Your Own Promotion template and add custom criteria that
                determine when a customer is eligible for a promotion.</p>
              <p style="margin-bottom:0;">The Build Your Own
                Promotion template is available on the Select Promotion Template step in the Quick
                Promotion guided flow.</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Business Requirement" class="slds-cell-wrap" style="vertical-align:top;" headers="d13015e78 ">Run promotions that offer rewards for a specific activity of the loyalty
              member</td>

            <td data-label="Features to Use" class="slds-cell-wrap" style="vertical-align:top;" headers="d13015e81 ">
              <p>Use the Accrual Events promotion template and select the type of accrual
                activity that you want to reward members for.</p>
              <p style="margin-bottom:0;">The Accrual Events promotion
                template is available on the Select Promotion Template step in the Quick Promotion
                guided flow.</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Business Requirement" class="slds-cell-wrap" style="vertical-align:top;" headers="d13015e78 ">Add eligibility criteria to decide when a promotion is eligible for
              customers</td>

            <td data-label="Features to Use" class="slds-cell-wrap" style="vertical-align:top;" headers="d13015e81 ">
              <p>Use the Define Promotion Eligibility step in the Quick Promotion guided flow to
                choose:</p><a name="global_promotions_management_learn_capabilities__ul_zjj_1ml_qdc"><!-- --></a>
              <ul id="global_promotions_management_learn_capabilities__ul_zjj_1ml_qdc">
                <li>Eligible products or product categories</li>

                <li>Eligible sales channels</li>

                <li>Eligible target audience</li>

                <li>Eligible customer events</li>

              </ul>
              <p style="margin-bottom:0;"> You can also decide whether customers must enroll for the promotion.</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Business Requirement" class="slds-cell-wrap" style="vertical-align:top;" headers="d13015e78 ">Allow customers to select the promotion that they want to apply for their cart. </td>

            <td data-label="Features to Use" class="slds-cell-wrap" style="vertical-align:top;" headers="d13015e81 ">
              <p>Use the Define Promotion Eligibility step in the Quick Promotion guided flow to
                add coupons for promotions.</p>
              <p style="margin-bottom:0;">Customers use coupon codes to specify which promotion
                they want to apply to their cart.</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Business Requirement" class="slds-cell-wrap" style="vertical-align:top;" headers="d13015e78 ">Exclude products or product categories from a promotion rule.</td>

            <td data-label="Features to Use" class="slds-cell-wrap" style="vertical-align:top;" headers="d13015e81 ">On the Configure Promotion Template step in the Quick Promotion guided flow,
              select the products or product categories you want to exclude from the promotion
              rule.</td>

          </tr>
          <tr class="">
            <td data-label="Business Requirement" class="slds-cell-wrap" style="vertical-align:top;" headers="d13015e78 ">Keep the promotion within the approved promotion budget</td>

            <td data-label="Features to Use" class="slds-cell-wrap" style="vertical-align:top;" headers="d13015e81 ">Use the Add Promotion Limits step in the Quick Promotion guided flow to define
              the promotion’s limits. Set a limit on the number of points or vouchers that loyalty
              members get from the promotion, the maximum liability of the promotion, and the
              maximum number of times each customer is eligible to use the promotion.</td>

          </tr>
          <tr class="">
            <td data-label="Business Requirement" class="slds-cell-wrap" style="vertical-align:top;" headers="d13015e78 ">Make sure that fraudulent customers don’t misuse the promotion</td>

            <td data-label="Features to Use" class="slds-cell-wrap" style="vertical-align:top;" headers="d13015e81 ">Use the Add Promotion Limits step in the Quick Promotion guided flow to decide
              the promotion’s individual customer limits. Set a limit on the number of points or
              vouchers customers get by availing the promotion, and the number of carts or care
              line items that the promotion applies to.</td>

          </tr>
          <tr class="">
            <td data-label="Business Requirement" class="slds-cell-wrap" style="vertical-align:top;" headers="d13015e78 ">Send a promotion launch email to eligible customers</td>

            <td data-label="Features to Use" class="slds-cell-wrap" style="vertical-align:top;" headers="d13015e81 ">
              <p>Connect Global Promotions Management with the Marketing Cloud business unit
                that the promotion belongs to. Use the Design Distribution Assets step in the Quick
                Promotion guided flow to design the launch email for pricing promotions.</p>
              <p style="margin-bottom:0;">After you
                activate a pricing promotion, a journey is created in the connected Marketing
                Cloud business unit. The journey automatically sends the launch email to all
                eligible customers.</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Business Requirement" class="slds-cell-wrap" style="vertical-align:top;" headers="d13015e78 ">Design a promotion for customers who don’t belong to the company’s loyalty
              program</td>

            <td data-label="Features to Use" class="slds-cell-wrap" style="vertical-align:top;" headers="d13015e81 ">From the Promotion Console tab of the Real-Time Offer Management console app,
              launch the Quick Promotion guided flow.</td>

          </tr>
          <tr class="">
            <td data-label="Business Requirement" class="slds-cell-wrap" style="vertical-align:top;" headers="d13015e78 ">Require customers to enroll to be eligible for the promotion</td>

            <td data-label="Features to Use" class="slds-cell-wrap" style="vertical-align:top;" headers="d13015e81 ">Use the Define Promotion Eligibility step in the Quick Promotion guided flow to
              mark a promotion as enrollable. Then, select the enrollment start and end dates to
              define the enrollment period.</td>

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

## Promotion Evaluation Features

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:49.504950495049506%">
          <col style="width:50.495049504950494%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d13015e278">Business Requirements</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d13015e281">Features to Use</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Business Requirements" class="slds-cell-wrap" style="vertical-align:top;" headers="d13015e278 ">Evaluate promotions to decide which promotions to apply to customer
              carts.</td>

            <td data-label="Features to Use" class="slds-cell-wrap" style="vertical-align:top;" headers="d13015e281 ">
              <p>Use Configure Evaluation and Execution Method on the Promotion Console tab.
                Select the parent group whose promotions you want to evaluate. Then, decide
                on the evaluation method from these options.</p>
              <ul>
                <li>Stacked</li>

                <li>Highest Discount</li>

                <li>First Eligible Promotion</li>

              </ul>
              <p style="margin-bottom:0;">To apply a different evaluation method to a specific set of promotions,
                create a child group within a subgroup and select an evaluation method for the
                child group.</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Business Requirements" class="slds-cell-wrap" style="vertical-align:top;" headers="d13015e278 ">Define pricing rules for varied pricing scenarios</td>

            <td data-label="Features to Use" class="slds-cell-wrap" style="vertical-align:top;" headers="d13015e281 ">Create a pricing procedure and associate it with a parent group.</td>

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

## Promotion Distribution Features

 
| Business Requirements | Features to Use |
| --- | --- |
| Show customers personalized promotion recommendations | Integrate the Promotion Recommendations API with a Salesforce capability or an external system that manages customer carts and details. Then, use the API to get a list of promotions recommended for customer carts based on products and display it on external sites. |

## Promotion Planning and Performance Tracking Features

 
| Business Requirements | Features to Use |
| --- | --- |
| Check the promotions that are currently in progress or planned, and cover any whitespaces | Use the Promotion Calendar to view the past, current, and planned promotions. You can also view your company’s events, and plan promotions for the company events. |
| Track the performance of past and active promotions | Use the Global Promotions Management analytics app template to create an analytics app to track the performance of your promotions across various parameters. You can also track promotion performance on the Promotion Console tab of the Real-Time Offer Management console app. |

## Promotion Execution Features

 
| Business Requirements | Features to Use |
| --- | --- |
| Show customers the promotions that they can use for their cart | Integrate the Eligible Promotions Connect API with the Salesforce capability or the external system that manages customer carts. Then, run the API to get a list of the promotions that customer carts are eligible for. |
| Apply the promotions that customers select for their cart after they place their order | Integrate the Transaction Journal Execution Connect API with the Salesforce capability or the external system that manages customer orders. Then, run the API to apply the rewards of the customer’s selected promotion. |
| Apply evaluated promotions to customer carts | Integrate the Promotion Evaluation and Execution API with a Salesforce capability or the external system that manages customer orders. Then, run the API to determine which promotions to apply to the customer cart based on the selected evaluation method. |
| Run promotions on external systems that aren't connected to Salesforce or are offline | Run the View Promotion Configuration API to export the configuration of active promotions to external systems. |