Create Qualifiers

Learning Objectives

After completing this unit, you’ll be able to:

• Describe the three types of coupons.
  
• Describe the three types of customer groups.
  
• Explain how source codes work.
  
• List three ways you can use source codes.
  

In B2C Commerce, campaign qualifiers are essential components that determine the conditions under which you apply campaigns and promotions to customer interactions. Understanding campaign qualifiers is crucial for effectively managing marketing strategies and making sure that the right promotions reach the right shoppers at the right time. In this unit, you learn about and create qualifiers for the Spring Apparel campaign.

Here’s a quick review of the qualifiers.

• Coupons: Multiple or single-use codes that shoppers can use to get a discount.
  
• Customer groups: A list of specific customers or customers who meet criteria such as geographic location.
  
• Source codes: A code on a browser cookie that results from the shopper clicking a link on an affiliate website. They send the shopper to the storefront automatically.
  

Coupons

You can create coupons in Salesforce B2C Commerce or import them from an external system. They can also exist outside of a campaign or a promotion. If you configure a coupon as a promotion qualifier, when the promotion expires, the coupon expires, too.

You can assign a coupon to one or more promotions and associate an individual promotion with multiple coupons. When you associate a coupon with a campaign, all promotions in that campaign automatically inherit the coupon. You can also disinherit a coupon within a promotion.

Coupon Types

Here are the types of coupons that you can create in Business Manager.

Create Coupons

For this demonstration, you create a merchant-defined single code coupon.

1. In Business Manager, click App Launcher, and select Merchant Tools | Online Marketing | Coupons.
   
2. Click New.
   

• Enter an ID: spring-code
• Select if the coupon is case-sensitive. Leave the setting at No.
  
• Select the coupon type: Single Code
  
• Enter the coupon: SPRINGSPORTS
  
  

3. Click Save.
   
4. On the General tab:
   
   

• Enter a description: Spring sports coupon
• Enable the coupon.
  
• Enter redemption limits per coupon code. Leave it unlimited.
  
• Enter the redemptions per customer: 1 (This value is the number of times a shopper, as represented by an email address, can redeem the coupon.)
  
• Enter the redemptions per time period: 10 days, 1 redemption (This entry is the time period in days in a rolling window. For example, if the limit is 1 per week and the shopper uses the coupon on the 16th, they can use it again on the 23rd.)
  

5. Click Save.
   

You can assign the coupon to a campaign in the Coupon module. But remember, you want to create all the qualifiers and promotions first, and then add them to the campaign.

Customer Groups

You use customer groups to show content slots, promotions, and sorting rules to specific customers, providing them with an engaging experience.

Customer Group Types

Here are the types of customer groups that you can configure.

• System: Pre-existing groups are available in Business Manager. They are Everyone, Registered, and Unregistered. You can’t change them.
  
• Static: Add shoppers to the group manually one by one, or upload a list of shoppers from Agentforce Sales or your third-party customer relationship management (CRM) system.
  
• Dynamic: Create a membership rule to place customers in a particular group. The rules are based on customer data attributes, for example, a customer’s birthday in 30 days.
  

For the Spring campaign, you configure these customer groups.

• Static: Logged-in Loyalty Program member
  
• Dynamic: Lapsed shoppers.
  

Create Customer Groups

Here’s how you create the Loyalty Program customer group.

1. In Business Manager, click App Launcher, and select Merchant Tools | Customers | Customer Groups.
   
2. Click New.
   
3. Enter the ID: loyalty-shoppers
4. Select the Type: Static
   
   
5. Click Save.
   
6. Click the Members tab.
   
   
7. Click Assign.
   
8. Select the customers that you want to add to the group and click Assign again. The customers listed added their credentials when they purchased products. For some merchants, import this data from a CRM system.
   
   
9. Click Save.
   

Here’s how you create the lapsed-shoppers customer group.

1. In Business Manager, click App Launcher, and select Merchant Tools | Customers | Customer Groups.
   
2. Click New.
   
3. Enter an ID: lapsed-shoppers
4. Select Dynamic.
   
   
5. Click Save.
   
6. On the General tab, enter a description: Shoppers that haven't visited the site in one year.
7. In the Membership Rule: Include Customers with section, click Select Attribute.
   
8. Select and make these entries.
   
   1. Attribute: Visits (365)
      
   2. Operator: is equal
      
   3. Value: 0
      
      
9. Click Save.
   

Source Codes

When shoppers type coupon codes in a storefront to qualify for a promotion, the source codes can trigger different actions behind the scenes. They can:

• Direct customers to specialized landing pages, featured product detail pages, category lists, and URLs.
  
• Redirect them to other sites.
  
• Activate price books.
  
• Enable promotions.
  

What makes source codes special is that they can do different things. A source code can activate a price book, or you can use one as a qualifier in a campaign to activate promotions, sorting rules, or content slots.

For the Spring campaign, you use a source code to activate a promotion when a shopper clicks a newsletter email. From a link in the email, the shopper goes to the storefront, which stores the source code in a cookie on the shopper’s machine. Shoppers who click the email link get free shipping on orders over US$100.

You can create a source code group to contain one or more literal codes or patterns that match multiple codes. Use SPORT[1..10] as the code, which means that shoppers can enter SPORT1 but not sport1.

You can map multiple codes to the same set of rules (price books, promotions, and redirects). To map the codes, define them as part of a source code group, while still tracking results on a per source code basis. You can assign one or more source codes to a campaign, so that all the promotions within that campaign use those source codes.

Create Source Codes

Here’s how you create a source code.

1. In Business Manager, click App Launcher, and select Merchant Tools | Online Marketing | Source Code Groups.
   
2. Click New.
   
3. Enter the ID: source-code-spring
4. Enter the description and the start and end dates. Because you’re adding it to a campaign, make sure the dates fall within the campaign’s schedule.
   
5. Enter the cookie duration in days: 30
6. Enable it.
   
   
7. Click Apply.
   
8. Click the Codes tab.
   
9. Enter a code in the source code specification: SPORT[1..10]
10. Click Add.
    
11. Test your code.
    

• Enter sport1 in the Source Code file and click Test Match. You get an error message saying that it doesn’t match.
  
• Enter SPORT1 in the Source Code file and click Test Match. You get a message saying that it matches.
  

Next Steps

In this unit, you learned about promotion qualifiers, including coupons, customer groups, and source codes. You learned how to create qualifiers for the Spring campaign. Next, learn how promotions work.

Resources

• Help: Dynamic Customer Group Attributes
  
• Help: How Customers Qualify for Promotions for B2C Commerce