Global Promotions Management provides the capability to decide the eligible audience for
promotions. A promotion’s eligible audience can be a Data Cloud segment or members of a campaign.
Marketing managers can create targeted segments or campaigns for each promotion and then select
the segment or campaign as the promotion’s target audience. Provide marketing managers the
permission to create segments and campaigns in the org.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited,
and Developer Editions with Real-Time Offer Management |
Provide the Permission to Create Data Cloud Segments
To create and activate segments, marketing managers need one of these permission sets:
- Data Cloud Activation Specialist
- Data Cloud Activation Manager
- Data Cloud Architect
If you don’t have the permission to assign Data Cloud permission sets, work with your Data
Cloud admin to provide marketing managers the required permission set.
Provide the Permission to Create Campaigns and Add Campaign Members
| Business Requirement |
Action |
| Marketing manager wants to create a campaign |
- Edit on campaigns
- Marketing User selected in User Details
|
| Marketing manager wants to add contacts as campaign members |
- Read on campaigns
- Edit on campaigns
- Marketing User selected in User Details
|
If an external system filters and groups your customers, you can help the marketing
managers by adding contacts as campaign members. You can add campaign members by:
- Mapping the filtered customer group to contacts in the org
- Adding the filtered contacts as members by using reports or the Data Import Wizard
