Offer Categories

Overview

Offer Categories are an organizational tool used to group together Offers. Offer Categories are exposed to the "get offers" API, allowing a client to request an Offer Category via an API call. Offer Categories can also be used in a Campaign, as a way of assigning Offers to the Campaign; instead of assigning Offers one at a time, you can simply assign the entire Offer Category to the Campaign. 

Access

To access the Offer Categories screen, select Campaigns from the Main Navigation Menu, then select Settings > Offer Categories from the Sub-Category menu.

Features

The Offer Categories screen provides the following features:

Searching and Sorting

Search

The search feature allows you to search for a specified text string anywhere within the Offer Category's Label or internal name.

  1. Optionally, in the search field near the top of Offer Categories screen, enter the desired text string.

  2. Press Enter, or click the search button (magnifying glass icon).

  3. The Offer Categories screen is refreshed to show only the Offer Categories that meet your search criteria. 

  4. To remove all search criteria, click the remove button ("X" icon).

Sort

The "Sort" drop-down menu allows you to sort the Offer Categories on a variety of different fields. To sort the list of Offer Categories, select the desired sort option from this menu.

  • Offer Category ID (the default option)

  • Name

  • Created Date

  • Updated Date

Create a New Offer Category

To create a new Offer category:

  1. In the "Enter Display Name" field, enter the Display Name value for the new Offer Category.

  2. Click create. The "Edit Offer Category" pop-up window is displayed.

  3. The "Label" field is populated with the value you entered above; optionally edit this value.

  4. The "Internal Name" is automatically populated based on the "Label" value. This field is uneditable by default. To edit the Internal Name, check the "Edit Internal Name" check box. A confirmation dialog box is displayed; click ok. Edit the Internal Name value.

  5. Optionally, to assign an image to this Offer Category, click choose file. Browse to and select an image file, and click open.

  6. Optionally, in the "Description" field, enter a description of the Offer Category.

  7. Optionally, check "Internal" to make this Offer Category internal-only. 

  8. Click save.  

View or Edit an Offer Category

To view or edit the details of an Offer Category:

  1. Search, sort, or filter the Offer Categories screen as described above.

  2. Click on the desired Offer Category. The "Edit Offer Category" pop-up window is displayed. 

  3. Make any necessary changes to the Offer Category properties.

  4. Click save.

Delete an Offer Category

To delete an Offer Category:

  1. Search, sort, or filter the Offer Categories screen as described above.

  2. Click on the desired Offer Category. The "Edit Offer Category" pop-up window is displayed. 

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

  4. Click confirm.