Measure and troubleshoot
Keep it healthy — Promotions & Marketing.
A promotion is judged twice: once on the number that flatters it and once on the number that does not. This chapter is about the second one, and about the four ways a promotion misbehaves in practice, so that the day a buyer phones about a discount they did or did not get, you know where to look.
Cockpit screens: planned. The promotion report, the campaign aggregate and
Analytics Studio are not yet available on your tenant. The arithmetic on these
pages is real and does not change when the screens arrive; what changes is where
you run it. Today it is an export or a job in your ERP: order lines carry the
SKU, quantity, unit price and line total you need, and the per-customer figures on
CRM › Organizations › Orders (order count and revenue for 30 and 90 days,
average order value) give you a baseline per account. Order exports run from
Integration Studio › Data exchange › Import & Export.
- Knowing what a promotion cost you — Redemptions, discount given, incremental revenue.
- Common promotion problems — Not applying, applying twice, applying to the wrong customer.