Conga Product Documentation

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Defining Promotions

Every promotion you create has the following aspects that you must define:

  • Promotion Information
  • Promotion Scope
  • Promotion Criteria
  • Promotion Benefits
  • Promotion Limits

Each aspect of a promotion is dependent on certain objects and fields that you must configure or define before you can create your first promotion. You must complete the prerequisite tasks before creating your first promotion plan.