View an Offer

To view the details and configuration properties of an Offer:

Select Campaigns from the top navigation bar, then select Offers > Offers from the side navigation menu. The Offers screen is displayed.
Search for and select the desired Offer (see Search for an Offer for more information on the available search options). The Offer Details screen is displayed, with the Definition tab selected by default.

Note: You can also navigate directly to the Offer Details screen from the Offer Responses screen by clicking the name of an Offer in the Offer column.

The header and the tabs on this screen allow you to view various configuration details. See below for details on each of these areas.

The header area of the Offer Details screen displays many of the high-level properties of this Offer, including its name, description, status, and effectivity period.

From the header area, you can copy an Offer template to use as the basis for a new Offer. See Create an Offer for more information.

Also from the header area, you can define the effectivity period for the Offer. See Define Offer Operational Ranges for more information.

Also from the header area, you can publish, archive, or delete an Offer.

Definition Tab

The Definition tab of the Offer Details screen displays many of the configuration options and properties available for this Offer. The specific properties displayed will vary depending on the selected Offer Type.

Configure an Offer: Barcode

Configure an Offer: Certificate

Configure an Offer: Content

Configure an Offer: Coupon

Configure an Offer: No Action

Configure an Offer: URL

Certificates Tab

The Certificates tab of the Offer Details screen is used to create, view, and manage certificate codes for this Offer. Certificate codes allow you to send unique, single-use codes to your Members. The Member can then use this code during a purchase, typically to gain a discount or other promotion. See Getting Started with Offer Certificate Codes for more information.

Note: The Certificates tab is displayed only for Offers of type Barcode, Certificate, and Coupon.

Display Tab

The Display Tab allows you to define the content of the Offer as it appears to Members on your website or in your app. See Getting Started with the Content Editor for more information.

You can also preview the content to verify that it's rendering correctly. See Preview Offer Content for more information.

Eligibility Tab

The Eligibility tab of the Offer Details screen allows you to target an Offer to only the Members selected by a Segment. See Target an Offer for more information.

Advanced Options Tab

The Advanced Options tab of the Offer Details screen allows you to configure a range of advanced properties related to the Offer. See Configure Offer Advanced Options for more information.

Issue Offers Tab

The Issue Offers tab of the Offer Details screen is used to distribute Offers in bulk to your loyalty program Members. See Configure Batch Offer Assignment for more information.

This tab is displayed only if the Batch Offer Assignment feature has been enabled in your account. Speak to your Zeta team for more information on enabling this feature.

Responses Tab

The Responses tab of the Offer Details screen is used to view and manage the Offer Responses for this Offer.

When a Member claims an Offer, the platform creates a new object called an Offer Response. The Offer Response contains the details and metadata of the Offer, its current status, and expiration (if it has one). See View Offer Responses for more information.

From this tab, you can manually set the status of an Offer Response. See Change Offer Response Status for more information.

Dashboard Tab

The Dashboard tab provides a graphical representation of an Offer’s performance.

The report displayed on the Dashboard tab will vary depending upon the Offer type:

Standard Offer Dashboard: This Dashboard is used for Offers of all types other than Coupon. The standard Offer Dashboard shows several Key Performance Indicators (KPIs), such as Total Views and Total Clicks, along with bar graphs depicting the number of Views, Clicks, and Responses per month, over the past twelve months.
Offer Lift Analysis Dashboard: This Dashboard is used for Coupon type Offers. For more information please see View the Offer Lift Analysis Dashboard.

Note: The Offer Lift Analysis Dashboard must be enabled in your Loyalty account. In addition, a Program Setting controls the Offer types for which this Dashboard is available; currently the Dashboard supports only Coupon Offers.

Used By Tab

The Used By tab of the Offer Details screen provides a list of other assets within your account that reference this Offer.