Promotion templates for trade promotions
Key Takeaway
A promotion template is the blueprint for the type of promotion that key account managers (KAMs) create. A business admin must build it before a KAM can create a promotion. KAMs then reuse one active template to create many promotions.
A promotion template is the blueprint that a business admin builds in Trade Promotion Management to set the type of promotion a KAM creates. The template fixes attributes such as the anchor, UI type, product rules, date logic, KPI configuration, promotion hierarchy, and whether promotions made from it can be pushed, derived, or copied. KAMs reuse one template to create many promotions, so the template's settings carry into each of those promotions.
How to create a promotion template
Promotion templates run in Lightning Experience on Enterprise and Unlimited Editions where Agentforce Consumer Goods is enabled.
- From the App Launcher, open "Promotion Templates" and click "New".
- Fill in the identification fields:
- "Promotion Template Name"
- "Active": only an active promotion template can be used to create a promotion.
- "Promotion Type"
- "Record Type": auto-populated.
- "Sort": a number used, for example, to order promotions in the Trade Calendar view.
- "Sales Org": can't be edited after the template is created, so choose it carefully.
- "Description Language 1" through "Description Language 4": Description Language 1 is mandatory.
- Set the template's other settings for the anchor, UI, products, dates, KPIs, and promotion hierarchy.
- After you create the template, open "SF Data Sync" from the App Launcher and sync the promotion template object with the processing services.