To define a new promotion,
- Go to the Salesforce App Menu and select Apttus Incentive Setup.
- Click Incentives > New.
On the Incentives information page, define values for the fields described in the following table.
Field Description Promotion Name User-specific name for the promotion. This name is displayed to the user at any place the promotion information is displayed. For example, whenever a user looks-up the promotion information applicable to a specific product, the promotion name you provide here is displayed. Promotion Type Different types of promotions. Supported types are:
- Buy X Get X
- Buy X Get Y
- For Every X Get X
- For Every X Get Y
- Own Every X Get Y
To configure what options to be displayed in this drop-down, go to Setup > App Setup > Create > Objects > Incentive > Application Method (API name: Apttus_Config2__ApplicationMethod__c) > Values section.
Reference Data Source
You can apply promotions on line item and on order levels. Select from the following options:
- Line Item: To apply a promotion on line item level. This line item is the primary object to which your promotion is applied.
- Summary Group: To apply promotion on the order level. Note: For Summary Group, the promotion type is Buy X get X only.
Promotion Code This is the code that is used for applying promotion. This code is captured on the order or proposal line items when a promotion is applied to the line item. This can also be used by the marketing team for marketing campaigns. When a promotion is not auto-applied, that is when the Auto Apply? checkbox is cleared, the user can use the incentive code to avail a promotional offer.
Can be set to Yes or No. Set it to Yes when you want a promotion to be automatically applied when a promotion criteria is met. Set it to No when you want the user to manually enter an Incentive Code to apply promotions. Effective Date Date from which the promotion is applicable. Cannot be blank. By default, it is set to current date (date when you create the promotion record). Expiration Date
Date on which the promotion expires. Can be blank. Needs to be greater than Start Date. By default, it is set to 1 year from the Effective Date.
Promotion Group This is a generic grouping of the Incentives for analyzing and tracking the incentives. The user can select a promotion group for each promotion. The list of Promotion Groups needs to be defined separately in the Incentive Group object and should be active. Marketing managers can create reports and track the incentive groups that are more successful than others and drive the business strategy accordingly. Combine with Other Promotion? Enables you to combine the new promotion with an existing promotion. Active?
Can be set to Yes or No. Set it to Yes when you want a promotion to be applied and active for the criteria you specify. Active flag on the promotions will be set using a workflow linked to approvals similar to what you would do for any other custom object approval. For example, you can write a workflow rule to set the active status to true once the promotion is Approved (if approval is set up). Approvals set up would be similar to custom object approvals for any object.
Description User-entered description for the promotion.
- Click Save to save the changes or click Save & Continue to move to the next tab.
After you have described the promotion, you must now define the scope of this new promotion.