Promotion Compatibility

Use compatibility rules to control the application of promotions. Compatibility rules prevent a shopper from qualifying for every possible promotion. Use the rank and exclusivity system attributes to control your promotion compatibility.

For example, your site has a global 10% product promotion for everyone and a special 20% product promotion for registered shoppers. To prevent registered shoppers from qualifying for both discounts, you can add CLASS exclusivity to the promotions.

Rank

Define which promotions take precedence. For example, you have a series of promotion ranks with 10 = highest and 100 = lowest. Use the Business Manager promotion editing page to set the (optional) rank of a promotion. By default, a promotion has no rank.

Note: The rank settings are configurable system objects. Only Salesforce admins can access to these objects.

Exclusivity

The exclusivity attribute lets you specify if promotions are mutually exclusive, either in general or relative to a promotion's class. This setting is mandatory but can be changed at any time.

Exclusivity Definition
NO Can be combined with any promotion (default)
CLASS Cannot be combined with a promotion of the same class
GLOBAL Cannot be combined with any promotion
Note: If you have multiple global exclusive promotions, Salesforce B2C Commerce uses the prioritization rules to determine which apply. When B2C Commerce applies a global exclusive promotion, it immediately stops processing, so no other promotions apply.

The following table lists the promotion classes, the compatibility choices, and their effects on a cart or shipment:

Promotion class Compatibility Result
Product Global Not combined with any other promotion in a given order
  Class Not combined with any other product promotion for a specific product in a given order
Order Global Not combined with any other promotion in a given order
  Class Not combined with any other order promotion in a given order
Shipping Global Not combined with any other promotion in a given order
  Class Not combined with any other shipping promotion in a given shipment

Mutually Exclusive and Combinable Promotions

To further control exclusivity, you can set promotions to be mutually exclusive or combinable. You can set a single promotion or entire promotion groups as mutually exclusive or combinable. These settings can override global and class exclusivity.

For example, you have a holiday product promotion, BOGOSchoolSupplies that offers buy one backpack, get a free lunch box.

Exclusivity Mutually Exclusive Promotions Combinable Promotions Result

NO

10%OffFoodStorage

None

BOGOSchoolSupplies can't combine with 10%OffFoodStorage, even though the exclusivity lets it combine with product promotions

CLASS

FreeShipping

$25OffChildrensProducts

BOGOSchoolSupplies can't combine with FreeShipping, even though the exclusivity lets it combines with non-product promotions

BOGOSchoolSupplies can combine with $25OffChildrensProducts, even though the exclusivity prevents combination with other product promotions

GLOBAL

None

10%OffOrder

$5OffKidSupplies

BOGOSchoolSupplies can combine with both promotions, even though the exclusivity prevents combinations with all promotion classes
You can group promotions in exclusivity groups, which makes setting exclusivity settings easier to manage. For example, you add 10%OffOrder and $5OffKidSupplies to the exclusivity group, SpringPromo, on the individual promotions pages. You can just put SpringPromo in the Combinable Promotions field on the BOGOSchoolSupplies promotion page. Both promotions in the SpringPromo exclusivity group combinable with BOGOSchoolSupplies.

Exclusivity Handling for Buy X/Get Y Promotions

B2C Commerce prevents products from being counted twice when a qualifying product in one promotion is used as a discounted product in another promotion. For class-exclusive Buy X/Get Y promotions, the system prevents further discounts on the discounted and the qualifying products.

For example, you configure two promotions for a back-to-school campaign.

Promotion Qualifying product Discounted product
Buy three pairs of khakis, get 50% off a polo shirt khakis Polo shirt
Buy one pair of kid's sneakers and get 20% off a pair of khakis kid's sneakers Khakis

You set both promotions to Exclusive to stop the product promotions from combining. The promotion with 50% is prioritized above the 20% offer (see promotion priority rules). The first promotion applies and the second doesn't because B2C Commerce prevents both the qualifying and discounted products from receiving further discounts.

Bonus Product and Choice of Bonus Product Promotions

For Bonus Product discounts, the exclusivity parameter only works for promotions with qualifying products. Exclusivity applies to the qualifying product, not the bonus product.

For example, you configure some more promotions for your back-to-school campaign.

Promotion Qualifying product Discounted product Discount Exclusivity
Buy one polo shirt and get a free pair of sneakers Polo shirt Polo shirt Free pair of sneakers Class
Polo shirts 30% off Polo shirt Polo shirt 30% off polo shirts Class

Because bonus product promotions consider the qualifying product to also be the discounted product, the second promotion doesn't apply.

Examples

Two Promotions Set to Global-Exclusive, One with a Rank

Two promotions are global-exclusive, one with a rank. All other promotions are non-exclusive.

Name Promotion Class Rank Exclusivity
PROMO_P1 10% off cashmere sweaters Product 60 No
PROMO_P2 $2 off cashmere sweaters Product 0 Global
PROMO_P3 $1 off cashmere sweaters Product 0 No
PROMO_P4 2.99 product fixed price for all jeans Product 30 No
PROMO_O1 15% off order Order 70 No
PROMO_O2 20% off order Order 65 Global
PROMO_O3 $5 off order Order 0 No

The applied discounts for this basket are as follows:

Product No discount
Order 20% off order

The following discounts apply:

Item Net price Discount
Pale blue cashmere sweater $100 None
Wide leg jeans $25 None
Total $125 $25

One Global-Exclusive Promotion and One Class-Exclusive Promotion

One promotion is global-exclusive and one is class-exclusive. All other promotions are non-exclusive.

Name Promotion Class Rank Exclusivity
PROMO_P1 10% off cashmere sweaters Product 60 No
PROMO_P2 $2 off cashmere sweaters Product 0 Class
PROMO_P3 $1 off cashmere sweaters Product 0 Global
PROMO_P4 $2.99 product fixed price for all jeans Product 30 No
PROMO_O1 15% off order Order 70 No
PROMO_O2 20% off order Order 65 No
PROMO_O3 $5 off order Order 0 No

The applied discounts for this basket are as follows:

Product $1 off on sweater
Order No discount
The following discounts apply:
Item Net price Discount
Pale blue cashmere sweater $100 $1
Wide leg jeans $25 None
Total $125 None

Two Promotions Set to Global-Exclusive, Both with Same Rank

Two promotions are set to global-exclusive, both with the same rank. All other promotions are non-exclusive.

Name Promotion Class Rank Exclusivity
PROMO_P1 10% off cashmere sweaters Product 60 No
PROMO_P2 $2 off cashmere sweaters Product 0 Global
PROMO_P3 $1 off cashmere sweaters Product 0 No
PROMO_P4 $2.99 product fixed price for all jeans Product 30 No
PROMO_O1 15% off order Order 70 No
PROMO_O2 20% off order Order 65 Global
PROMO_O3 $5 off order Order 0 No

The applied discounts for this basket are as follows:

Product $2 off on sweater
Order No discount

The following discounts apply:

Item Net price Discount
Pale blue cashmere sweater $100 $2
Wide leg jeans $25 None
Total $125 None

Multiple Class-Exclusive Promotions

There are four class-exclusive promotions. All other promotions are non-exclusive.

Name Promotion Class Rank Exclusivity
PROMO_P1 10% off cashmere sweaters Product 60 No
PROMO_P2 $2 off cashmere sweaters Product 0 Class
PROMO_P3 $1 off cashmere sweaters Product 0 Class
PROMO_P4 $2.99 product fixed price for all jeans Product 30 No
PROMO_O1 15% off order Order 70 Class
PROMO_O2 20% off order Order 65 No
PROMO_O3 $5 off order Order 0 Class

The applied discounts for this basket are as follows:

Product $2 off on sweater
Order 15% off order
The following discounts apply:
Item Net price Discount
Pale blue cashmere sweater $100 $2
Wide leg jeans $25 None
Total $125 $18.75

All Class-Exclusive Product Promotions

Every product promotion is class-exclusive. While they are all evaluated and applied, there is only one discount per product.

Name Promotion Class Rank Exclusivity Item limit
PROMO_P1 10% off all products Product 60 Class 1
PROMO_P2 $2 off all products Product 40 Class 2
PROMO_P3 $1 off cashmere sweaters Product 15 Class  
PROMO_P4 $2.99 product fixed price for all jeans Product 30 Class  

The following discounts apply:

In cart Price Discount
Cotton sweater $50 10% off all products
Low rise Jeans $40 $2 off all product
Polo shirt $30 $2 off all product
Denim jacket $20 $2.99 product fixed price

Class-Exclusive and Non-Exclusive Promotions

Two promotions are class-exclusive and two are non-exclusive. The class-exclusive promotions are not applicable. Therefore, all non-exclusive promotions apply.

Name Promotion Class Rank Exclusivity
PROMO_P1 10% off all red shirts Product 60 Class
PROMO_P2 $2 off all red shirts Product 40 Class
PROMO_P3 $1 off all shirts Product 15 No
PROMO_P4 $2.99 product fixed price for all green shirts Product 30 No

The following discounts apply:

In cart Price Discount
Green shirt $2.99 Fixed price and $1 off all shirts
Yellow shirt $40 $1 off all shirts
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