Learn about the key terms and the workflow of Promotion Setup.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Loyalty Management |
Key Terms
| Term | Description |
|---|---|
| Loyalty program process | Contains the parameters and rules that you can use to define how and what to process. |
| Parameters | Contains the static and dynamic values that you can use in the conditions and actions of a rule. |
| Rules | Contains the conditions and actions that you can use to define a business scenario. To apply a rule during a promotion period, associate the rule with the promotion. |
| Conditions | Contains the conditions that determine the eligibility for one or more actions. |
| Actions | Contains the various types of actions that you can initiate. |
| Process Templates | Contains predefined parameters and rules that you can use to create loyalty program processes for transactional and nontransactional tasks. |
Sample Workflow for Transactional Processing
Explore and Learn
Watch this video to learn about the key components of Promotion Setup.
If you aren’t able to watch
the video in full screen, open the video on a new tab: 
Take a Tour of Promotion Setup in
Loyalty Management .
Watch this video to understand how you can design a process using Promotion Setup.
If you aren’t able to watch the video in full screen, open the
video on a new tab: Use Loyalty
Management Promotion Setup to Reward Members for Purchases.