Real-Time Offer Management

Use Real-Time Offer Management to create targeted promotions and deliver tailored offers across channels. Real-Time Offer Management comprises Global Promotions Management and Offer Management. Use Global Promotions Management to create promotions from prebuilt templates, define eligibility rules and rewards, and manage promotional budgets. Use Offer Management to target specific customer segments with tailored messaging, route offers through approval workflows across teams, and deliver personalized content via email, messages, web, mobile, and other channels.

  • Create and Manage Promotions with Global Promotions Management
    Drive sales with Global Promotions Management. Create promotions from predefined templates to define eligibility, audience, conditions, rewards, and limits. Ensure consistent customer experiences and prevent excessive discount stacking by choosing how multiple eligible promotions are applied. Identify the most relevant promotions for each customer with personalization and distribute those promotions.
  • Offer Management
    Create offers that align with your business and customer engagement goals. Use an intuitive designer and preset approval workflows to create channel-specific offer creatives and expedite cross-team sign-offs. Leverage Agentforce to replicate top-performing offers and generate AI-driven creative treatments instantly. Automate delivery across your ecosystem using prebuild outreach templates and content blocks to reach customers with content at the optimal time. Close the loop and make data driven decisions by linking orders and customers with offers.