Offer Details

Overview

The Offer Details screen provides detailed information on all aspects of a single Offer.

Access

To access the Offer Details screen, click on the desired record from the Offers screen.

Navigation links are provided near the top of the Offer Details screen:

  • Back to Offers: Click this link to return to the Offers screen.

  • Next / Previous: Click these links to navigate to the Offer Details screen for the next or previous Offer.

The Offer Details screen is organized into different sections available by clicking the appropriate tab.

Select an item above for more details on that tab.

Definition

Certificates

Display

Eligibility

Advanced Options

Responses

Translations

Used By

Dashboard

Settings

The basic properties for the Offer are displayed at the top of the screen in the Header section. The features available within this section are described below.

View or Edit Offer Properties

To view or edit the properties of the selected Offer:

  1. In the top section of the Offer Details screen, click the Edit icon. The "Edit Offer" pop-up window is displayed.

  2. Make any necessary changes to the Offer properties.

  3. Click save.

Delete an Offer

To delete the selected Offer:

  1. In the Header section of the Offer Details screen, click the Edit icon. The "Edit Offer" pop-up window is displayed.

  2. Click delete. A confirmation dialog box is displayed.

  3. Click confirm.  

Copy an Offer

The Loyalty platform allows you to copy an Offer to use as the basis for a new Offer. To copy an Offer:

  1. In the Header section of the Offer Details screen, click the Copy button.

  2. The system creates a new Offer and displays the Offer Details screen. The default name of the new Offer is the name of the original Offer, followed by a counter, such as "(1)."

Set Effectivity Period

To set the overall effectivity period and assignees for an Offer:

  1. In the top-right section of the Offer Details screen, click the Edit icon. The "Edit Offer" pop-up window is displayed.

  2. Make any necessary changes to the Offer's effectivity. The effectivity designates the time frame during which Members can view and respond to the Offer. Valid values are:

  • Always: This Offer doesn't expire.

  • Scheduled: Enter a start date and end date, and select the time zone. Optionally, check "Recurring" to use a recurring schedule. Select the desired schedule from the "Recurring Schedule" drop-down menu, or define a new recurring schedule (see below for details on that process).

  1. From the "Assignees" drop-down menu, select one or more users as assignees for this Offer. Choosing an assignee gives ownership, or responsibility, to one or more users in your account.

  2. Click save.

To define a new recurring schedule for this item's effectivity:

  1. From the Recurring Schedule drop down menu, select Enter Schedule. The Repeat pop up window is displayed.

  2. Select a recurrence frequency of Weeklyor Monthlyfrom the Frequency drop down menu.

  3. In the text field, enter the interval.

  4. For a Weekly frequency, select one or more days of the week. For example, Tuesdays and Thursdays.

  5. For a Monthly frequency, choose one of the following options:

  • Day of month: Select one or more days of the month. Ex: the 15th and the 30th.

  • Day of week: Select one or more days of the week, for each of the four weeks within a month. Ex: the second Wednesday of the month.

  1. Click ok. The system adds the new schedule to the Recurring Schedule drop down menu.

Set Offer Status

To set the status for the Offer:

  1. In the top-right section of the Offer Details screen, from the "Status" drop-down menu, select the desired status value -- Draft, Published, or Archive.