Create offers that align with your business and engagement goals. Use the intuitive
designer to build tailored creatives for channels such as email, SMS, and social media. Refine
your work with real-time previews and develop multiple variations for the same channel to cater to
diverse audiences. Send offers and offer treatments for reviews and approval.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited,
and Developer Editions with Real-Time Offer Management |
- Offer Console
Marketing managers use the Offer Console tab on the home page of the Promotions & Offers app to manage offers, approvals, and content assets.
- Design Offers
Use the Offer Console on the Home page of the Promotions & Offers app to design offers. Define the offer's duration and configure eligibility criteria to ensure that you reach the intended audience and meet your marketing objectives.
- Assign Offers to Offer Groups
Use offer groups to organize offers for contextual delivery and ensure that customers receive targeted promotions at specific touchpoints in their journey. An offer group categorizes and bundles related offers. You can assign a single offer to one or more groups to support targeted delivery and reuse across different engagement channels and experiences.
- Create Channel-Specific Communication Content for Targeted Outreach
After creating an offer, marketing managers can use the Treatment Designer to create tailored content for different delivery channels. Define headings, body text, and call-to-action details to optimize your offer messaging for various customer touchpoints.
- Replicate Offers to Save Design Time
Instead of building an offer from scratch, marketing managers can clone existing offers and then edit them. For example, clone seasonal and repetitive offers. When you clone an offer, the new offer inherits the configuration of the source offer, including linked promotions, campaigns, and eligibility settings.
- Create a Promotion or Offer from a Brief with Agentforce
Instead of building a promotion or offer from scratch in the Offer Console, marketing managers can capture their goals, eligibility criteria, and reward details in a promotion brief or offer brief, and then use Agentforce to turn that brief into a live promotion or offer.
