Promotion check levels and when each applies
Key Takeaway
Match the promotion check level to what the promotion covers: product category for a group of products, individual product for one specific product, and general promotion for all products.
A promotion check is a visit task in Agentforce Consumer Goods. A sales rep uses it to confirm that a promotion is running correctly in a store. You can check promotions at three levels: product category, individual product, and general promotion. The right level depends on what the promotion covers, so the check measures the right thing.
The three promotion check levels
To pick the level, ask what the promotion covers. The level then decides what the check measures.
| Level | Use when the promotion | What the check measures |
|---|---|---|
| Product category | Covers a group of products, such as a product category | Percentage increase in sales of the discounted products |
| Individual product | Targets one specific product | Sample consumption and customer feedback |
| General promotion | Runs across all products, with no specific product or product category | Materials such as coupons and banners |
A store-wide promotion that isn't tied to any product or product category, such as a coupon on the total purchase value, gets a general promotion check, not a product category-level check.
Priya visits a supermarket that is running three promotions. The first gives 25% off all frozen vegetables, which is a whole group of products. The promotion is checked at the product category level, so Priya looks at the percentage increase in sales of the discounted frozen vegetables. The second offers free samples of a new granola bar, which is one specific product. The product-level check tracks how many samples shoppers consumed and what they said about the bar. The third gives a $5 coupon on any purchase above $60 in every store of the store group. The coupon isn't tied to any product or product category, so the promotion gets a general promotion check. Priya confirms that enough coupons are available and that banners are placed at strategic locations.