Salesforce Promotion Configuration

VIDEO TRANSCRIPT | Recorded: 2025-08-20 | Verify against current system state

Abstract¶

Comprehensive walkthrough of the Salesforce promotion and coupon structure. Explains how promotions are organized (7 promotion categories, ~86 coupon codes), usage limits per member, redemption limits for all buyers, and special handling for evergreen codes like auto-renewal and state liaison discounts. Covers campaign targeting capabilities and report creation for tracking promotion performance.

Key Procedures¶

Navigate to promotions and view related discounts
Configure coupon usage limits per member
Set redemption limits for all buyers (e.g., 200 uses)
Configure start and end dates for coupons
Create active promotions report
Review promotion qualifiers (minimum transaction amount, quantity)

Notable Statements¶

0:00:13 "There's actually only, I think, seven promotion categories, but there's around like 86 or something actual coupon codes that are applied"
0:01:28 "So for every product you want to include, we added a discount, and they all are $10 off"
0:02:17 "We've created one promotion. They're all underneath here" (referring to state liaison consolidation)
0:03:50 "Per member, this coupon can only be used once" [ACTIONABLE]
0:04:02 "That does not exist in Aptify today" (referring to per-member usage limits)
0:04:49 "If one of my team members forced the standing order to run to apply a discount, they have to remember to go back in and take it off"
0:06:29 "Auto renewal... does not have a limit so they can be used" (evergreen code)
0:09:37 "So you could say this coupon can be used for a maximum of 25 times and then it's not going to work anymore"
0:11:24 "A state liaison put on an NP organization website and it got picked up by a coupon generator site and we had like 600 uses of this code" [HEDGED - past incident]
0:15:01 "This just took me like two or three minutes today to just build these two" (referring to reports)
0:16:59 "I want to offer this promotion, but I only want to offer it if there's... a transaction total of $50 or more"

Systems & Configurations¶

Systems Mentioned¶

Salesforce (promotions, coupons, campaigns)
Aptify (legacy promotion system)
Salesforce Marketing Cloud (campaign emails)

Specific Configurations¶

Item	Value/Setting	Timestamp	Notes
Promotion categories	7	0:00:09	Consolidated from Aptify
Active coupon codes	82-86	0:02:09	Under 7 promotions
State rep discount	15%	0:02:15	Multiple coupons per promotion
Per member limit	1 use	0:03:50	Prevents reuse
State liaison cards	200 pieces	0:11:06	Could set as redemption limit
GL code	Auto-set	0:02:50	Default on creation
Start date default	2000	0:03:07	No end date = evergreen

Evergreen Codes (No Usage Limits)¶

Code	Purpose	Notes
Auto renewal	Recurring discounts	Can be used perpetually
LOYALINP	Early bird renewal	Goes out in renewal emails
SUPER	New member recruitment	For non-members only
JOIN49	Student abandon cart	Goes out nightly
JOINTODAY	Non-student abandon cart	$10 off legacy code
Callers discount	Phone orders	Staff applied

Credentials/Access Mentioned¶

Salesforce admin for promotion management

Vendor Contacts Mentioned¶

I2C (Salesforce implementation partner)

Errors & Troubleshooting¶

Issue: Standing orders with discount codes applying perpetually
Cause: Staff apply discount then forget to remove
Resolution: Usage limits prevent reapplication in Salesforce
Timestamp: 0:04:49
Issue: State liaison code leaked to coupon site
Cause: Posted publicly by state liaison
Resolution: Now can limit to 200 uses per code
Timestamp: 0:11:24

Transcript Gaps & Quality Notes¶

Collaborative meeting with membership team (23 minutes)
Multiple speakers discussing use cases
Campaign targeting feature not fully understood
Question about auto-applying discounts to renewal campaigns unresolved
Report building demonstrated but full details in screen share
SL site server migration mentioned at end