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The Data Import Wizard and Marketing Promotions

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edited Dec 6, 2016 8:20PM in System Admin and Configuration 2 comments

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I'm trying to figure the best way to do this...

Our front-line staff uses the Contact workspace as a dashboard when servicing our members.  We'd like to inform our staff immediately after a contact is loaded if the contact qualifies for a certain marketing promotion, e.g. 1.99% auto loan for 72 months, or 0% APR on balance transfers for 12 months.  We'd also like for them to be able to decision the promotion, as to avoid the member being offered the promotion each time they contact us.

We don't import much information into Service Cloud, other than basic contact information.  As the target lists will be created using very specific account information, the target lists will need to be created outside of Service Cloud, and will need to be imported using the Data Import Wizard.

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