Issue an Offer

Offers are typically issued to a Member as part of a marketing campaign or other promotion. From the Member Profile screen, you can also manually issue an Offer to a Member. In addition, you can provide a detailed reason as to why you issued the Offer. This reason will be stored as part of the Offer Response and Member Activity, which ensures transparency and accountability.

To issue an Offer to a Member:

  1. Select Members from the top navigation bar, then select CSR > People from the side navigation menu. The People screen is displayed.

  2. On the People screen, search for and select the desired Member (see Search for a Member for more information). The Member Profile screen is displayed with the Summary tab selected by default.

  3. Within the header section of the screen, click More > Issue Offer. The Select an Offer to Issue pop-up window is displayed.

  1. From the Offer drop-down menu, select the desired Offer. This menu displays all Offers in your account with a status of Published.

  2. Optionally, in the Reason field, enter a reason for manually issuing the Offer.

  3. Click Issue. A confirmation dialog box is displayed; click OK.

The Offer Response will be displayed within the Offers tab of the Member Profile screen, and also within the Available Rewards section of the Summary tab.