The Personalized Promotion Wizard follows the same flow as the Quick Promotion Wizard, with one extra step and personalized target values instead of hard-coded values.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Loyalty Management |
When a marketing manager clicks New Personalized Promotion on a loyalty program record page, the Personalized Promotion Wizard opens. The wizard guides marketing managers through the same steps as the Quick Promotion Wizard, with these differences. To learn how to set up personalized promotions and how they work, see Personalized Promotions in Loyalty Management.
| Step | What's Different |
|---|---|
| Select Personalization Configuration | This step appears only in the Personalized Promotion Wizard. Marketing managers select the personalization configuration that provides the personalized targets for the promotion. |
| Configure Promotion Template | Instead of entering hard-coded target values, marketing managers select personalized targets sourced from the configuration selected in the Select Personalization Configuration step. |