---
sourceDocument: Australia Manufacturing
sourceDocumentLink: https://www.servicenow.com/docs/r/manufacturing

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Manufacturing

ft:clusterId :

    - mftg

bundleId :

    - mftg

workflow :

    - Customer and Industry


---

# Sales promotion campaign use case

# Sales promotion campaign use case {#ariaid-title1}

* Release version: Australia
* 
* Updated June 24, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Use case scenarios demonstrate when and how to use the Sales Promotion application to create and manage a promotion campaign. This example shows how to streamline promotion setup, claim processing, and dealer visibility.

## Scenario {#mco-sales-promotion-campaign-use-case__section_x5z_ncw_tjc}

Alectri wants to promote 2024 Epsilon EV sales in the U.S. through a loyalty discount program. Sales teams managing promotions and dealers processing claims must address these challenges:

* Process inefficiency: Disconnected systems and lack of standardization lead to inconsistent execution.
* Visibility gaps: Limited insight into active promotions and dealer claims.
* Approval delays: Missing information and incomplete documentation slow processing cycles.
* Dealer friction: Dealers struggle to access promotions and submit claims efficiently.
{#mco-sales-promotion-campaign-use-case__ul_ihy_q3s_p3c}

## Solution {#mco-sales-promotion-campaign-use-case__section_u2w_5cw_tjc}

Create and manage the promotion using the Sales Promotion application through four key workflow phases:

1. Create: Configure promotion timeline, type, eligible products, dealer scope, and discount amounts.
2. Configure: Build questionnaire template with required fields (loyalty number, vehicle details, customer info) and validation checklist with documentation requirements.
3. Target: Select eligible products (2024 Epsilon EV) and dealer regions (North America dealerships).
4. Publish and Monitor: Publish campaign to dealers via portal and track claims and approvals in real-time.

{#mco-sales-promotion-campaign-use-case__ol_bls_dky_p3c}

The [Sales promotion](https://www.servicenow.com/docs/ymCKldXkcasLCkrh~Clm_w "Sales Promotion Management enables manufacturers to create, manage, and track promotional programs across their dealer and distributor networks. Use it to configure promotion types, define eligibility criteria, and set discount structures. Integration with dealer operations ensures promotions are visible and claimable at the point of sale.") workspace provides real-time visibility into active promotions, claims, and approval status.

## Benefits {#mco-sales-promotion-campaign-use-case__section_svh_tcw_tjc}

Compare the impact of using the Sales Promotion application:{#mco-sales-promotion-campaign-use-case__table_r35_4rq_rjc__entry__2}

| Without MCO | With MCO Sales Promotion |
|-|-|
| Manual, error-prone setup | Standardized templates verify complete configuration. |
| Slow claim processing | Required fields and checklists reduce delays. |
| Limited dealer access | Portal enables self-service claim submission. |
| No unified visibility | Single dashboard for promotions, claims, and approvals. |
[Table 1. Sales promotion benefits]

{#mco-sales-promotion-campaign-use-case__table_r35_4rq_rjc}

## Outcome {#mco-sales-promotion-campaign-use-case__section_edq_n3s_p3c}

Alectri creates and manages a loyalty discount promotion across North America. Validation checklists verify complete claims, reducing processing time and enabling dealer self-service claim submission.