---
schema_version: "1"
id: 5e40d2b385a9f9b93649fd5f4accc3beca74e76c5bac2374da67b63b89facf67
title: "Define Promotion Eligibility: Loyalty Management Considerations"
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/loyalty_gpm_define_promotion_eligibility.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.loyalty_gpm_define_promotion_eligibility.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 727c76d96eded141ea02243837a90a0c933250dc4981d4aad015649979253878
description: On the Define Promotion Eligibility step in the Quick Promotion guided flow, marketing managers decide the products, channels, customer groups, and customer events that are eligible for the promotion. For loyalty promotions, you have additional options in the various sections of this step.
products:
  - Loyalty Management
release: "264"
---
# Define Promotion Eligibility: Loyalty Management Considerations

On the Define Promotion Eligibility step in the Quick Promotion guided flow, marketing managers decide the products, channels, customer groups, and customer events that are eligible for the promotion. For loyalty promotions, you have additional options in the various sections of this step.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>,&nbsp;<strong>Performance</strong>, <strong>Unlimited</strong>, and&nbsp;<strong>Developer</strong>&nbsp;Editions with Loyalty Management</td></tr></tbody></table>

## Eligible Products or Categories

Marketing managers can decide the products or product categories that are eligible for the promotion. For loyalty promotions, you can select this addition option.

  
| Option | What Marketing Managers Can Select | What Happens in the Next Steps |
| --- | --- | --- |
| Partner products form loyalty program | Marketing managers can select the partner products of the promotion’s loyalty program that are eligible for the promotion. | If the marketing manager selects partner products, then they can’t select the pricing templates on the Select Promotion Template step. |

## Eligible Customer Groups

Marketing managers can select the target audience of the promotion. Customers who are part of the target audience receive the promotion launch email and are the only people who are eligible to use the promotion.

For loyalty promotions, you can decide the target audience for promotions in these additional ways.

<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:33.33333333333333%">
          <col style="width:33.33333333333333%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d22586e125">Audience Type</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d22586e128">When the Audience Type is Available</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d22586e131">What Marketing Managers Can Select</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Audience Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d22586e125 ">All loyalty members</td>

            <td data-label="When the Audience Type is Available" class="slds-cell-wrap" rowspan="2" style="vertical-align:top;" headers="d22586e128 ">These audience types are available only when the promotion belongs
              to a loyalty program</td>

            <td data-label="What Marketing Managers Can Select" class="slds-cell-wrap" style="vertical-align:top;" headers="d22586e131 ">The marketing manager isn't required to select any other option. When they
              select All loyalty members as the audience type, all members of the promotion’s
              loyalty program are eligible for the promotion.</td>

          </tr>
          <tr class="">
            <td data-label="Audience Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d22586e125 ">Loyalty tier members</td>

            <td data-label="What Marketing Managers Can Select" class="slds-cell-wrap" style="vertical-align:top;" headers="d22586e131 ">The marketing manager must select the tiers of the promotion’s loyalty program
              whose members are eligible for the promotion.</td>

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

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-loyalty_management-264-0-0-production-enus/0590ce3e-5a09-45ab-8e5e-68f359c35886/images/icon_important.png)

Important When the promotion uses Predictive AI Model as the personalization source, you must select Segment members.

## Eligible Events

If the company wants customers to use the promotion on special occasions, the marketing manager can select the occasion that customers are eligible to use the promotion on. For loyalty promotions, you can select these additional event types.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:25%">
          <col style="width:25%">
          <col style="width:25%">
          <col style="width:25%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d22586e186">Event Type</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d22586e189">Event Period</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d22586e192">How It Works</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d22586e195">How The Date is Found</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Event Type" class="slds-cell-wrap" rowspan="3" style="vertical-align:top;" headers="d22586e186 ">Member’s birthday</td>

            <td data-label="Event Period" class="slds-cell-wrap" style="vertical-align:top;" headers="d22586e189 ">Birthday</td>

            <td data-label="How It Works" class="slds-cell-wrap" style="vertical-align:top;" headers="d22586e192 ">Members of the promotion’s loyalty program can use the promotion on their
              birthday. If the member's birthday is on Feb 29, then the member can use the
              promotion on February 29 of leap years and on March 1 of non-leap years.</td>

            <td data-label="How The Date is Found" class="slds-cell-wrap" rowspan="3" style="vertical-align:top;" headers="d22586e195 ">You can find the birthday from the member’s Contact
              record.</td>

          </tr>
          <tr class="">
            <td data-label="Event Period" class="slds-cell-wrap" style="vertical-align:top;" headers="d22586e189 ">Birthday Week</td>

            <td data-label="How It Works" class="slds-cell-wrap" style="vertical-align:top;" headers="d22586e192 ">Members of the promotion’s loyalty program can use the promotion during their
              birthday week. The birthday week is from Sunday through Saturday of the week that
              the member’s birthday falls in.</td>

          </tr>
          <tr class="">
            <td data-label="Event Period" class="slds-cell-wrap" style="vertical-align:top;" headers="d22586e189 ">Birthday Month</td>

            <td data-label="How It Works" class="slds-cell-wrap" style="vertical-align:top;" headers="d22586e192 ">Members of the promotion’s loyalty program can use the promotion during their
              birthday month. The birthday month is the month that the member’s birthday falls in.
            </td>

          </tr>
          <tr class="">
            <td data-label="Event Type" class="slds-cell-wrap" rowspan="3" style="vertical-align:top;" headers="d22586e186 ">Member’s membership anniversary</td>

            <td data-label="Event Period" class="slds-cell-wrap" style="vertical-align:top;" headers="d22586e189 ">Anniversary Day</td>

            <td data-label="How It Works" class="slds-cell-wrap" style="vertical-align:top;" headers="d22586e192 ">Members of the promotion’s loyalty program can use the promotion on their
              membership anniversary day. If the membership anniversary is on Feb 29, then the
              member can use the promotion on February 29 of leap years and on March 1 of non-leap
              years.</td>

            <td data-label="How The Date is Found" class="slds-cell-wrap" rowspan="3" style="vertical-align:top;" headers="d22586e195 ">You can find the membership anniversary date from the enrollment
              date that’s specified in the member’s Loyalty Program Member record.</td>

          </tr>
          <tr class="">
            <td data-label="Event Period" class="slds-cell-wrap" style="vertical-align:top;" headers="d22586e189 ">Anniversary Week</td>

            <td data-label="How It Works" class="slds-cell-wrap" style="vertical-align:top;" headers="d22586e192 ">Members of the promotion’s loyalty program can use the promotion during their
              membership anniversary week. The membership anniversary week is from Sunday through
              Saturday of the week that the membership anniversary falls in.</td>

          </tr>
          <tr class="">
            <td data-label="Event Period" class="slds-cell-wrap" style="vertical-align:top;" headers="d22586e189 ">Anniversary Month</td>

            <td data-label="How It Works" class="slds-cell-wrap" style="vertical-align:top;" headers="d22586e192 ">Members of the promotion’s loyalty program can use the promotion during their
              membership anniversary month. The membership anniversary month is the month that the
              membership anniversary falls in. </td>

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