---
schema_version: "1"
id: e4db6b6c983ebff4f8425508d5753264a2beeedbe7c695b9ab476b1645ab312d
title: Promotion Calendar
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/loyalty_promotions_calendar.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.loyalty_promotions_calendar.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 8a3bf63a9c06c09d9998780155b19b0054e0b961b6e453e7cba0ef36410d1874
description: Loyalty program managers can visualize all promotions of a loyalty program on the promotion calendar. The promotion calendar lists events, so program managers can check whether promotions are planned during company and social events. On the calendar, program managers can select a date range and view the active and inactive promotions available during the period. Program managers can view promotions in groups or filter promotions to easily find the promotions that they’re looking for. The promotion calendar helps program managers easily find white spaces where new promotions can be added. And, view the details of multiple promotions in a single view helping you identify duplicates.
products:
  - Loyalty Management
release: "264"
---
# Promotion Calendar

Loyalty program managers can visualize all promotions of a loyalty program on the promotion calendar. The promotion calendar lists events, so program managers can check whether promotions are planned during company and social events. On the calendar, program managers can select a date range and view the active and inactive promotions available during the period. Program managers can view promotions in groups or filter promotions to easily find the promotions that they’re looking for. The promotion calendar helps program managers easily find white spaces where new promotions can be added. And, view the details of multiple promotions in a single view helping you identify duplicates.

### 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>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with Loyalty Management - Growth or Loyalty Management - Advanced</td></tr></tbody></table>

## How to Make the Calendar Work for You?

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

You can visualize promotions on the Promotion Calendar in multiple ways. Choose the options available on the calendar to view the promotions or dates that you’re looking for:

<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="d41629e88">Callout</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d41629e91">Component</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d41629e94">What It Does</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d41629e97">How to Make it Work for You</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Callout" class="slds-cell-wrap" rowspan="3" style="vertical-align:top;" headers="d41629e88 ">1</td>

            <td data-label="Component" class="slds-cell-wrap" style="vertical-align:top;" headers="d41629e91 ">Today</td>

            <td data-label="What It Does" class="slds-cell-wrap" style="vertical-align:top;" headers="d41629e94 ">Click Today to view the calendar from the current date.</td>

            <td data-label="How to Make it Work for You" class="slds-cell-wrap" style="vertical-align:top;" headers="d41629e97 ">If you are on a viewing period in the future or in the past, click Today to
              view the promotions and events for the current date.</td>

          </tr>
          <tr class="">
            <td data-label="Component" class="slds-cell-wrap" style="vertical-align:top;" headers="d41629e91 ">Start Date</td>

            <td data-label="What It Does" class="slds-cell-wrap" style="vertical-align:top;" headers="d41629e94 ">Select the start date that you want to view the calendar from.</td>

            <td data-label="How to Make it Work for You" class="slds-cell-wrap" style="vertical-align:top;" headers="d41629e97 ">To view the promotions for a period that has passed a while back or for a
              period that’s not in the near future, select the period’s start date to view the
              promotions for the period.</td>

          </tr>
          <tr class="">
            <td data-label="Component" class="slds-cell-wrap" style="vertical-align:top;" headers="d41629e91 ">Period</td>

            <td data-label="What It Does" class="slds-cell-wrap" style="vertical-align:top;" headers="d41629e94 ">Select the date range of the calendar. Use <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-loyalty_management-264-0-0-production-enus/0590ce3e-5a09-45ab-8e5e-68f359c35886/loyalty_management/images/calendar_previous_next.png" alt="Pevious and Next buttons."></span> to
              change the dates on the calendar.</td>

            <td data-label="How to Make it Work for You" class="slds-cell-wrap" style="vertical-align:top;" headers="d41629e97 ">To view the promotions and events that are running for a month from the start
              date, select Month.</td>

          </tr>
          <tr class="">
            <td data-label="Callout" class="slds-cell-wrap" rowspan="2" style="vertical-align:top;" headers="d41629e88 ">2</td>

            <td data-label="Component" class="slds-cell-wrap" style="vertical-align:top;" headers="d41629e91 ">Group Promotions By</td>

            <td data-label="What It Does" class="slds-cell-wrap" style="vertical-align:top;" headers="d41629e94 ">
              <p>Select how you want the promotions grouped by:</p>
              <ul>
                <li>The types of promotions</li>
                <li>The types of transactions the promotions are applicable for</li>
                <li>The campaigns the promotions are associated with</li>
                <li>The status of the promotions</li>
                <li>The member enrollment requirement of the promotions</li>
              </ul>
            </td>

            <td data-label="How to Make it Work for You" class="slds-cell-wrap" style="vertical-align:top;" headers="d41629e97 ">To view the promotions that are applied for member accruals, group the
              promotions by transaction type.</td>

          </tr>
          <tr class="">
            <td data-label="Component" class="slds-cell-wrap" style="vertical-align:top;" headers="d41629e91 ">Filter</td>

            <td data-label="What It Does" class="slds-cell-wrap" style="vertical-align:top;" headers="d41629e94 ">Select whether you want to also view events on the calendar and filter the
              promotions that you want to view.</td>

            <td data-label="How to Make it Work for You" class="slds-cell-wrap" style="vertical-align:top;" headers="d41629e97 ">
              <p>To view events on the calendar along with the promotions, turn on the
                visibility of events.</p>
              <p style="margin-bottom:0;">To view only the promotions applicable for member accruals
                after you have grouped promotions by transaction type, filter promotions where the
                Transaction Journal Type is Accrual.</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Callout" class="slds-cell-wrap" rowspan="2" style="vertical-align:top;" headers="d41629e88 ">3</td>

            <td data-label="Component" class="slds-cell-wrap" style="vertical-align:top;" headers="d41629e91 ">New</td>

            <td data-label="What It Does" class="slds-cell-wrap" style="vertical-align:top;" headers="d41629e94 ">Create promotions or events.</td>

            <td data-label="How to Make it Work for You" class="slds-cell-wrap" style="vertical-align:top;" headers="d41629e97 ">If you see a white space where a promotion can be added, create the promotion
              without moving away from the calendar.</td>

          </tr>
          <tr class="">
            <td data-label="Component" class="slds-cell-wrap" style="vertical-align:top;" headers="d41629e91 ">Refresh</td>

            <td data-label="What It Does" class="slds-cell-wrap" style="vertical-align:top;" headers="d41629e94 ">Refresh the calendar after you create a promotion or event to see it on the
              calendar. Refresh the calendar to view the latest promotions and events available in
              the org.</td>

            <td data-label="How to Make it Work for You" class="slds-cell-wrap" style="vertical-align:top;" headers="d41629e97 ">If you can’t find a promotion that a colleague created while you’re viewing the
              calendar, refresh the calendar to view the new promotion.</td>

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

## How to Find Promotion Details on the Calendar?

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

<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="d41629e245">Callout</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d41629e248">Component</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d41629e251">What It Does</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Callout" class="slds-cell-wrap" style="vertical-align:top;" headers="d41629e245 ">1</td>

            <td data-label="Component" class="slds-cell-wrap" style="vertical-align:top;" headers="d41629e248 ">Promotion List</td>

            <td data-label="What It Does" class="slds-cell-wrap" style="vertical-align:top;" headers="d41629e251 ">
              <p>Promotions are grouped by the grouping that you select. In each group, view:</p>
              <ul>
                <li>Name of the promotion</li>
                <li>Transaction type the promotion is applicable for</li>
                <li>Liability based on the rewards provided to the members by the promotion</li>
              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="Callout" class="slds-cell-wrap" style="vertical-align:top;" headers="d41629e245 ">2</td>

            <td data-label="Component" class="slds-cell-wrap" style="vertical-align:top;" headers="d41629e248 ">Promotion</td>

            <td data-label="What It Does" class="slds-cell-wrap" style="vertical-align:top;" headers="d41629e251 ">Know whether the promotion is active and know the promotion’s end date if it
              has one.</td>

          </tr>
          <tr class="">
            <td data-label="Callout" class="slds-cell-wrap" style="vertical-align:top;" headers="d41629e245 ">3</td>

            <td data-label="Component" class="slds-cell-wrap" style="vertical-align:top;" headers="d41629e248 ">Promotion Card</td>

            <td data-label="What It Does" class="slds-cell-wrap" style="vertical-align:top;" headers="d41629e251 ">Click the promotion to view its details. To view the promotion’s related
              records or edit the promotion, click <strong class="uicontrol">View Record</strong>.</td>

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

On the calendar, you can get an overview of the promotion, check the promotion details, and go to the promotion’s record.

## How to Identify Promotions?

Promotions are color-coded to help you easily identify their date range and status.

- Dark Blue—Indicates that the promotion is active and the end date of the promotion is within or after the date range that you used to filter the promotions.
- Yellow—Indicates that the promotion is inactive and the end date of the promotion is within or after the date range for which you’re viewing the promotion.
- Light Blue—Indicates that the promotion is active and the end date of the promotion is before the current date.
- Gray—Indicates that the promotion is inactive and the end date of the promotion is before the current date.

## Which Events Are Shown on the Promotion Calendar?

The calendar shows events that are associated with the loyalty program that you’re viewing the calendar for. To view an event on a promotion calendar, make sure you relate the event to the loyalty program that you are viewing the calendar for.

## Limitations of the Promotion Calendar

The promotion calendar has these limitations:

- The calendar doesn’t support right-to-left (RTL) languages and the calendar doesn’t read or visualize from right-to-left in RTL languages.
- The header of the Events List always shows 1 as the event count even when there’s more than one event for the selected date range.
    
    Though the count is one, all events for the date range are visible on the calendar.
- The calendar can take a few additional seconds to show promotions when you vertically scroll if events are shown on the calendar and the org has more than 100 events.

- **[Open the Promotion Calendar](https://help.salesforce.com/s/articleView?id=xcloud.loyalty_promotion_calendar_open.htm&release=264.0.0&type=5)**  
    Use the promotion calendar to view all your promotions in one place. You can also view all your events in the promotion calendar.

#### See Also

- [_Salesforce Help_: Manage Events in Lightning Experience](https://help.salesforce.com/s/articleView?id=mktg.mc_as_using_the_file_transfer_activity.htm&type=5&language=en_US)