The platform supports several actions that define what happens when a Member responds to the Offer.
The Content Offer type allows you to create an Offer that “wraps” another Loyalty platform object, such as a Reward. You can use this Offer to promote the other object on mobile and web applications.
This article assumes that you have already created an Offer by either copying an Offer
The Definition tab of the Offer Details screen is used to configure the properties and details of this Offer. The tab includes several sections, each of which is described below.
Offer Details Section
Within the header area of the screen, you can configure the following properties of the Offer:
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Thumbnail Image: Click Upload to browse to an image file on your local PC. Select the desired image, then click Open. Please note that the thumbnail image is not used within the Offer content that gets configured on the Content Editor.
The Offer Details section contains many high-level properties about the Offer:
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Display Name: The name of the Offer as displayed throughout the platform. When copying an Offer
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Description: A description of the Offer.
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Offer Action: If you copied an Offer
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Categories: Offer Categories are used to organize Offers, often for controlling what Offers get displayed on your website or app. Optionally, to assign this Offer to one or more Offer Categories, select them from the Categories drop-down menu.
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Tag: Tags are used to help organize objects within the platform. Offers can be searched by Tag from the Offer screen (but not from a "Get Offers" API request). To reuse an existing Tag, begin typing all or part of the Tag name, and select it. You can also type in a new Tag value.
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Rank: Optionally, enter a ranking for this Offer. This value is used only when sorting the Offers screen by Rank.
The following additional configuration options are available for this Offer type:
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Target Type: From this drop-down menu, select the Loyalty object type.
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In the Target field, begin typing the name of the desired object of the type you selected above. Select the object from the drop-down menu.
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The Offer and the target object you selected above can have differing eligibility requirements and / or effectivity periods. For example, let's say this Offer targets a Reward, and the Offer and the Reward use different eligibility Segments. In this scenario, you can optionally ignore the Offer eligibility and / or effectivity period, and instead rely only on the eligibility and / or effectivity period defined in the target object. To enable this feature, toggle Override Respondable to On.
The following fields are available by clicking the Show More link at the bottom of the Offer Details section.
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Internal Name: This field is automatically populated based on the Display Name value. This field is disabled by default. To edit the Internal Name, click the lock icon to make the field editable. A confirmation dialog box is displayed; click OK. The Internal Name must be unique and can not include any special characters or spaces; only numbers, letters, and underscores are allowed.
Note: The recommended best practice is to change the Internal Name when you initially copy an Offer, in order to avoid issues with duplicate Internal Name values. After this initial change, you should not edit the Internal Name again. Never edit the Internal Name after you publish the Offer.
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Certificates on Responses: This flag is used to determine if certificate details will be displayed in API responses. In addition, if this flag is enabled, the platform will assign unused certificate codes to a Member when they respond to this Offer (or when the Offer is issued to the Member) via API, the CSR screen, or via Triggered Actions. For more information, see
Effectivity Periods
Offers are governed by an overall Effectivity Period that controls when, and for long, the Offer is visible to Members on your website or app.
In addition to the overall Effectivity Period for the Offer, the platform allows you to set more granular schedules that control when a Member can respond to the Offer (called the Response Period), and when a Member can use the Offer (called the Usage Period).
See Define Offer Operational Ranges for more information.
