---
schema_version: "1"
id: 304e8ac55a720f29b247b06ad794e9efd9d2ce1f717395a8c6b4a814ff3d9bc8
title: Mapping Business Requirements to Offer Management Features
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/mktg/264-0-0/offers_business_requirements.md
canonical_url: https://help.salesforce.com/s/articleView?id=mktg.offers_business_requirements.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: d89949bf7aa6bb16fffdddc3d808ad1d6ddce9e6a2edbc0098c65d134f9f3ff7
description: Companies that run offers have varied business requirements. Explore how to use Offer Management to meet your business and customer needs.
products:
  - Marketing
release: "264"
---
# Mapping Business Requirements to Offer Management Features

Companies that run offers have varied business requirements. Explore how to use Offer Management to meet your business and customer needs.

## Offer Models

Use Real-Time Offer Management to run closed loop and open loop offers.

 
| Closed Loop Offers | Open Loop Offers |
| --- | --- |
| Manage promotions and offers in Salesforce. | Manage promotions in an external system and offers in Salesforce. |
| Issue and manage promotion rewards using Real-Time Offer Management resources. | Issue and manage promotion rewards on external systems. |

## Offer Definition and Eligibility

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:33.33333333333333%">
          <col style="width:66.66666666666666%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d6680e87">Business Requirement</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d6680e90">Features to Use</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Business Requirement" class="slds-cell-wrap" style="vertical-align:top;" headers="d6680e87 ">Create offers for different business goals</td>

            <td data-label="Features to Use" class="slds-cell-wrap" style="vertical-align:top;" headers="d6680e90 ">
              <p>Create different types of offers that align with your various business goals
                such as clearing inventory and boosting engagement. </p>
              <p style="margin-bottom:0;">Admins can create Offer
                record types for each offer type and associate unique page layouts that consist of
                only fields relevant to the offer type.</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Business Requirement" class="slds-cell-wrap" style="vertical-align:top;" headers="d6680e87 ">Run multiple offers for a promotion</td>

            <td data-label="Features to Use" class="slds-cell-wrap" style="vertical-align:top;" headers="d6680e90 ">
              <p>Create multiple offers for a promotion to target the differentiated target
                audience and products of the promotion.</p>
              <p>Offers that are tied to promotions can
                automatically inherit the promotion's target segments, products, and
                categories.</p>
              <p style="margin-bottom:0;">You can also run open-ended offers that aren't tied to
                promotions and with their own eligible target audience, products, and
                categories.</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Business Requirement" class="slds-cell-wrap" style="vertical-align:top;" headers="d6680e87 ">Add redemption code for offers</td>

            <td data-label="Features to Use" class="slds-cell-wrap" style="vertical-align:top;" headers="d6680e90 ">
              <p>Add either a coupon code or an offer code that customers can use to redeem
                offers.</p>
              <p style="margin-bottom:0;">These codes also help identify and attribute offer usage.</p>
            </td>

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

## Offer Treatment

 
| Business Requirement | Features to Use |
| --- | --- |
| Design offer content for different channels | Use the intuitive Offer Treatment Designer to create offer content for different channel, such as web, email, and message. Use different types of outputs such as HTML, text, and email to align the offer treatment with formats that the channels support. |
| Add multiple treatments for a channel | Create multiple offer treatments for a channel to personalize the treatment for different target audiences and engagement stages. |

## Offer Activation

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:33.33333333333333%">
          <col style="width:66.66666666666666%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d6680e202">Business Requirement</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d6680e205">Features to Use</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Business Requirement" class="slds-cell-wrap" style="vertical-align:top;" headers="d6680e202 ">Send personalized offer emails</td>

            <td data-label="Features to Use" class="slds-cell-wrap" style="vertical-align:top;" headers="d6680e205 ">
              <ul>
                <li>Use the preconfigured Outbound Engagement template and Marketing Cloud Next to
                  send offer launch and reminder emails. You can customize the outbound
                  engagement's email delivery logic, branding, and content based on company and
                  offer-specific requirements.</li>

                <li>The Offer content block in Marketing Cloud Engagement to create personalized
                  emails and email templates. Use the emails and template in journeys to send the
                  offer emails to the offer target audience.</li>

              </ul>
            </td>

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

## Offer Personalization and Execution

 
| Business Requirement | Features to Use |
| --- | --- |
| Surface real-time offer recommendations based on web activity | Use attribute, customer segment, and rule-based logic in Salesforce Personalization to identify and deliver the most relevant offers and offer treatments to customers based on their unique profiles and real-time activity. |
| Show eligible offers to customers | Use the Eligible Offers API to show customers their eligible offers based on the items added to their cart. |