Enroll Customers in Specific Promotions

Increase engagement by requiring customer enrollment for pricing promotions. Marketing managers then use the enrollment data to trigger targeted follow-up communications and effectively forecast reward inventory requirements. Leverage the Promotion Enrollment API to integrate enrollment capabilities. Previously, enrollment was required only for loyalty promotions.

Where: This change applies to Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions with Loyalty Management.

How: On the Define Promotion Eligibility step of the Quick promotion wizard, turn on Do you want members to enroll for the promotion? and then define the enrollment window. To enroll an account or contact, integrate the Promotion Enrollment API.