Promotions

Introduction

A promotion is a time-limited offer that rewards members for meeting specific conditions. It can help attract new members, encourage existing members to take particular actions, and support sales goals.

For example, members might earn 500 bonus points when they spend $100 or receive a voucher after making three qualifying purchases.

By offering relevant rewards, such as points or vouchers, promotions can encourage purchases and engagement while helping the business meet its revenue and return-on-investment goals.

In this workshop, you’ll create two types of promotions: a standard promotion that rewards a specific member activity, and a cumulative promotion that rewards sustained behaviour or engagement over time.

Create a Promotion Using the Quick Promotion Wizard

The Quick Promotion Wizard guides you through creating and activating promotions. It provides a predefined editor for configuring eligibility conditions and reward actions, then automatically creates the Promotion record and associated rules.

1. Search for Loyalty Management from App Launcher and select the menu item.
2. Click the NTO Insider program name from the loyalty program list view.
3. Click the Crate Promotion card.
4. Enter the following values:

Field Name	Value
Name	Holiday Promotion
Description	Increase engagement during holiday period
Start Date and Time	Today at 12:00 AM
End Date and Time	One month from today at 12:00 AM

5. Click Next.
6. Toggle on Do you want members to enroll for the promotion?.
7. Set Today as Enrollment Start Date.
8. Set one month from today as Enrollment End Date.
9. Click Next.
10. Select Accrual Events from the Loyalty Promotions section, then click Next.
11. Select Purchase from Eligible Member Event.
12. Select the Members must spend a minimum amount checkbox.
13. Enter 50 in the Minimum Purchase Amount field.
14. Select Credit Points Based on a Multiplier from the Promotion Reward menu.
15. Configure the following promotion settings:

Setting	Value
Do you want to credit points based on the member’s tier?	Yes
Tier Group	Status Tier Group
Tier	Gold
Currency	Points
Value	Transaction Journal > Transaction Amount
Multiplier	4

Configure promotion template settings

16. Click Add Another Reward.
17. Select Issue Vouchers from the Promotion Reward menu.
18. Configure the following promotion settings:

Setting	Value
Voucher Definition	10% on Apparel
Would you like to add a specific expiration date for the issued vouchers?	Yes
Expiration Date	One month from today
Is there a limit to the number of times vouchers are issued to members for the promotion?	Yes
Limit	1

19. Click Next.
20. Review promotion summary, then click Activate.

Review and Activate Promotion

Create a Promotion Using Promotion and Related Objects

You can also create and configure promotions directly through the Promotion object and its related lists. This approach lets you build more complex rules using Rules Designer.

In this exercise, you’ll create a tier-based promotion that awards Silver-tier members triple points on their purchases.

1. Open the Loyalty Programs tab and select the NTO Insider program name from the list view.
2. Click the Experiences tab.
3. Click New in the Promotions related list.
4. Configure the following promotion settings:

Section	Field Name	Value
--	Name	3X Bonus Promotion
--	Description	3X points for one month
--	Fulfillment Action	Credit Points
--	Loyalty Promotion Type	Standard
--	Transaction Journal Type	Accrual
Points	Loyalty Program Currency	Points
Points	Points With Factor	Enabled
Points	Point Factor	3
Schedule	Start Date	First day of current month and year
Schedule	Last Date	Last day of current month and year

5. Click Save, but don't activate the promotion yet.

Define Promotion Rules

1. Click on the link to NTO Insider in the Loyalty Program field to open the program page.
2. Click the Manage Processes card.
3. Click the Process for Accrual Transactions process.
4. Click New in the Loyalty Process Rules related list.
5. Enter 3X Bonus Promotion Rule in the Name field.
6. Enter and select 3X Bonus Promotion in the Promotion field.

Promotion Dates

The rule’s start and end dates are automatically set to match the promotion’s start and end dates.

7. Select Base Rule form the Previous Process Rule menu.
8. Click Save.

Create Condition

In this exercise, you will create a condition to check if the member belongs to the Silver tier.

1. Click the icon in the Rule Steps section, then select Add Condition.
2. Enter the following values:

Field Name	Value
Condition Name	Is Silver Tier Member
Filter Criteria	All Conditions Are Met (AND)
Resources	Loyalty Parameters > Member > Member Tiers > Status Tier Group
Operator	Equals
Type	Fixed Value
Value	Silver

Create Promotion Rule Condition

3. Click Done.

4. Click the icon below the Is Silver Tier Member condition, then select Add Rule Outcome > Credit Points.

5. Enter the following values:

Field Name	Value
Action Name	Credit 3X Points
Currency Name	Fixed Value and Points
Points to Credit	Click and enter {!BasePoints} * 3, then click Done.
Notes	3X bonus points

Configured promotion rule

6. Click Done.
7. Click Save.
8. Return to the promotion page by clicking the 3X Bonus Promotion link in the page heading.
9. Select Edit from the page menu.
10. Enable the Active checkbox.
11. Click Save.

Activating Promotions

Activating a promotion also activates related process rules.

Related Resources

• Manage and Work with Promotions
• Create a Promotion
• Considerations to Use Quick Promotions Wizard in Loyalty Management
• Get a List of Promotions Applicable for a Member
• Setup Rewards Trailhead Module
• Promotion Object