To define the benefits of a promotion,

  1. On the left side work pane, click Benefits.
  2. From the Benefits section, enter the following details:

    The Rule Name, Product Family, and Product fields in the Benefits section are available only if you selected the Buy X Get Y promotion.


    1. In the Rule Name field, enter a name for the benefit rule.
    2. From the Product Family lookup, search and select the required product families.
    3. From the Product lookup, search and select the required products. Use the following operators to define the benefit for multiple products:

      • In: CPQ applies promotion to any and all products defined in the benefit criteria.

        If you selected Include (OR) in the Scope and select the In operator in Benefit, CPQ applies the promotion multiple times, once for each criteria product. For example, if there are two criteria products, CPQ applies the promotion twice to the benefit products, once for each criteria product.

      • Or: CPQ applies promotion only to the first product that matches the criteria.
      • And: CPQ applies promotion to all products on the benefit criteria. All benefit products must exist on the cart to apply the promotion.
  3. From the Rate Type drop-down, select a value.

    Rate TypeDescription
    Single RateSelecting this option allows you to define lump sum benefits which do not depend on transaction volume or amount. This is an ideal option when your promotion is not dependent on the amount or quantity of the line items. Select this value if your promotion calculation has no dependency on the amount or quantity ordered.

    Example, a seasonal promotion that offers 15% off for smartphones.

    Rate Table - No Tiers

    Allows you to conditionally define promotional amount. Examples of conditions are products, regions, account types.

    Rate Table - With Tiers

    Selecting this option allows you to define promotional amount that depends on transaction volume or amount.

    For Rate Table - with Tiers option, fill in the following values:

    FieldDescription
    Rate Table - Tier Type

    The value of this field controls how the promotion is calculated.

    Rate Per Each Tier - Promotion is calculated at different pricing levels. The promotion amount for each unit depends on which tier the unit falls under. This is the most common scenarios for customer promotion calculation.

    Highest Tier Rate - Promotion is calculated based on the total volume or revenue. Each unit receives the same promotional amount.

    Tier Metric Type

    The value of this field controls which metric will be used to qualify for tiers.

    Volume - Volume or quantities are used to qualify for tiers. Select this value if your promotion varies based on the purchase quantities but has no dependencies on the dates. 

    Volume with Dates - Volume and dates are used to qualify for tiers. Select this value if your promotion varies based on the purchase quantities as well as the when they purchased. 

    Revenue - Total quote amount is used to qualify for tiers. Select this value if your promotion varies based on the revenue amount but not on the dates.

    Revenue with Dates - Total quote amount and dates are both used to qualify for tiers. Select this value if your promotion varies based on the purchase amount as well as the when they are purchased.

    Metric Value Source

    The value from this field determines the source based on which the volume or revenue is calculated. The calculated volume or revenue amount is used to determine the tier.

    Select this value if the Tier Metric Type is Volume. Once Quantity is selected, you will see that in the Rate Table Structure, the “from” and “to” columns become “From Quantity” and “To Quantity”.

    Adjustment Applies To

    The value of this field controls to which price point the adjustments are applied. For example, whether the price discounts are applied to the total net price or the starting price.

    Rate Table Column

    This field is used to define the conditions to be used with the rate table. 

    If you need to define different promotions for different products, make sure the product column is added. If you would like to add another condition, make sure to select the value from the picklist and click the Generate button.


  4. Click Save & Continue to move to the next tab.

With the basic information, scope, criteria, and benefits defined, you must now define the limits of this promotion.