Video Learning
Here's a brief video to get you started.
Overview
Offers are designed to let you present promotions, discounts, special deals, and advertisements to your Members. The platform supports several different actions that can occur as a result of the Offer, such as providing a single-use certificate code, redirecting the Member to a website, displaying a barcode, or granting a discount on a purchase.
Offers are beneficial to marketers, as they can be used to entice Members to interact with a loyalty program. Offers can potentially increase engagement, generate more leads, encourage Members to take actions more quickly, boost sales, attract new Members, and retain existing Members.
Offers can be made available to all of your Members, or they can be targeted to only certain Members. Targeting an Offer is managed through the use of Segments, which use logical conditions to define the criteria for inclusion. See Getting Started with Segments for more information on Segments.
Offers feature other configuration options as well, such as how many times a Member can claim it, and its expiration period. For example, let's say you want to send a special one-time-use Offer to your "Gold Tier" Members that gives a 25% discount on their next purchase, but is valid only for this month. The platform allows you to configure the Offer settings to target the desired tier, provide a coupon code for the discount, and set limits on the Offer's usage period and number of times it can be used.
Offers can be issued via a Triggered Action when a desired activity is recorded for a Member (such as a purchase or a sign-up). Offers can also be issued on a schedule via Scheduled Jobs for use cases like birthday Offers.
The Offers screen is used to view, create, and manage the Offers in your loyalty program. To access the Offers screen, select Campaigns from the top navigation bar, then select Offers > Offers from the side navigation menu.
Exports
Exporting Offers is managed through the use of an Export Definition on the Exports screen. For more information, please see
Offer Templates
Loyalty Essentials clients have access to a set of pre-defined Offer templates intended to support common marketing strategies. These templates are designed to simplify the creation of Offers; you can clone the desired Offer template, optionally adjust the properties within it to meet your specific business requirements, then publish and use.
The pre-defined Offer Templates are as follows:
| Template Name | Default Configuration | Offer Type | Discount Type |
|---|---|---|---|
|
TEMPLATE_Bogo_Discount |
Buy one item, get one item free |
Coupon |
BOGO |
|
TEMPLATE_Item_Discount_Amount |
$2 off specified product SKUs |
Coupon |
Amount |
|
TEMPLATE_Item_Discount_Free |
Get one free specified product SKU |
Coupon |
Free |
|
TEMPLATE_Item_Discount_Percentage |
5% off of specified product SKUs |
Coupon |
Percentage |
|
TEMPLATE_Subtotal_Discount_Amount |
$4 off a purchase of at least $25 |
Coupon |
Amount |
|
TEMPLATE_Subtotal_Discount_Percentage |
15% off a purchase of at least $25 |
Coupon |
Percentage |
Use Case Library
The Loyalty Essentials Help Center provides a library of Offer-related use cases. These use cases are designed to show how the Offer templates can be used to support real-world marketing scenarios. Each use case walks you through the entire process of starting from one of the above templates, making adjustments to the default Offer configuration, and then publishing the final Offer. See Offer Use Case Library for more information.
Quick Links
 View an Offer |
 Create an Offer
|
 Target an Offer
|
