Salesforce B2C Commerce 24.7 > Merchandising Your Site > Campaigns and Promotions > Controlling Promotions

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.

A promotion without a defined rank ranks lower than promotions with a defined rank.
The rank system applies promotions in the order of their rank (highest to lowest). To ensure predictable results, the system also sorts promotions with the same rank using the default sorting mechanism (see Promotion Processing, the Default sorting section).
Customize the rank values by editing the rank attribute of the Promotion system object.

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: Global exclusive promotion can only be combined using the combinability configuration. Promotion with global exclusivity, when combined, have higher precedence over other promotions when applying promotions in the basket. See Salesforce B2C Commerce prioritization rules to determine which apply.

Note: You can prevent products from requalifying for class exclusive promotions. This option prevents a product that has already qualified for a higher-ranking promotion from qualifying for your current promotion.

Note: If a product promotion is class-exclusive, no further promotions can apply to the discounted products. Other promotions can still apply to other products in the order.

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. If two promotions are mutually exclusive, then they can’t combine, even if their general exclusivity rules does allow it. If two promotions are combinable, then they can combine, even if their general exclusivity rules don’t allow it. These settings can override global and class exclusivity.

You can set a single promotion or entire promotion groups as mutually exclusive or combinable. To create an exclusivity group, enter a name for the group in the Exclusivity Group field of each promotion you want included

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

Exclusivity

Mutually Exclusive Promotions

Combinable Promotions

Result

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