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.
- Simplify Offer Management Feature Discovery and Setup
With Salesforce Go, you can discover, set up, and configure Offer Management features, all from a single location in Setup. Learn more about features and get help with configuration by accessing content resources and links. Explore more Customer Loyalty products and features, and if you’ve turned on the Your Account app, you can purchase add-on licenses for some features directly from Salesforce Go. - Eliminate Revenue Leaks with Multidimensional Offer Eligibility Criteria
Focus your offers toward the strategic business goals you aim to achieve. Effortlessly define offer periods and extend the duration of successful offers, and organize your campaigns by assigning offers to one or multiple active offer groups. Create segments from demographic, geographic and behavioral data to precisely target your offers toward high-propensity customer groups. Design offers for specific products or categories to drive sales and optimize inventory clearance. Offers that align with a single promotion automatically inherit the eligibility criteria of the promotions. - Create On-Brand Creatives for Different Channels with Ease
Design tailored offer creatives for different channels such as email, SMS, and social media by using an intuitive designer. Customise creatives for each communication channel and output format and gain more control over your messaging by defining the intent, language, and tone. Iterate on your designs in real-time with instant preview. Create multiple creatives for the same channel to make sure your messaging resonates with varied audiences. - Accelerate Go-to-Market by Eliminating Approval Bottlenecks with Preset Workflows
Get offers to market faster by initiating cross-team approvals directly from the Offer Console. Expedite sign-offs from teams like finance and legal by using preset workflows with predefined approval and rejection paths. - Personalise and Automate Offer Delivery Across Channels
Deliver targeted offer messages and follow-ups to the right audiences at the right time across different channels. Automate offer delivery on your existing marketing ecosystem. To send personalized offer launch and reminder emails, use an Outbound Engagement template in Marketing Cloud Next, or use the Offer content block in Marketing Cloud Engagement - Surface Offer Recommendations in Real-Time by Using Salesforce Personalisation
Turn real-time customer signals into revenue by surfacing the most relevant offers that motivate purchases, boost order values, and deepen engagement. Recommend offers by analyzing online behavior such as site interactions, past purchases, and browsing patterns with Salesforce Personalisation. - Track Offer Performance and Drive Data-Driven Decisions
Bridge the gap between offer delivery and final sales by linking orders with offers that drove them and by mapping offers with the customers who used them. Evaluate performance against predefined goals to identify exactly which offers boosted revenue and which customer segments engaged most effectively. Take data-driven decisions when planning new offers, modifying existing offers, and refining marketing strategies. - Accelerate Offer Lifecycle with Agentforce
Instantly find and replicate high-performing and seasonal offers directly from Offer Console by using Agentforce. You can also leverage Agentforce to generate creative content for offer treatments. - Utilize Data Cloud Capabilities for Offers
Map your offer data to Data Cloud using new Data Model Objects (DMOs) to centralize offer, offer treatment, offer product, and segment data. Utilize these DMOs to find the eligible offers for individual customers. Your team can run offers with creative assets and use Data cloud Customer Segments for offer communication. Data Cloud also helps in personalizing the user’s shopping experience by surfacing offers relevant to the customer’s recent activities on the shopping site. - Share Offers with Customers and Partners on Experience Cloud Sites
Increase user engagement and sales by showing offers to customers and partners on Experience Cloud sites. - New and Changed Objects in Offer Management
Associate coupons with the relevant customers and orders by using the new fields in Offer Management objects.