Creating offers

To create offers, complete the following steps:

Procedure

  1. From the Platform home page, select Offer > Offers.
    The All offers page appears.
  2. Select a folder or a sub-folder where you want to create the offer. If you want to create the offer in a new folder, create a new folder. For more information on creating folders, see Creating folders.
  3. Click + Add offer.
    The New offer page appears.
  4. In the New offer page, complete the following steps:
    1. By default, the Select template section appears. The Select template section contains:
      1. An All templates panel that lists all the available templates to create offers. The list of templates will include templates that will contain custom templates and offers created without templates.
      2. A Template details panel that displays the template details of the selected template.
    2. Select the required custom template or offers created by the administrator without templates. If required, use the Search feature to locate the required template using the template name.
    3. Click Next.
      The Default values section appears.
    4. In the Default values section, provide values for the all the attributes of the template. The attributes vary depending on the selected template.
    5. Relevant products can be associated to an offer using the query. To build a compound query, edit the query, test the query, or delete the query, use the Relevant products panel. The Relevant products panel is an expandable and collapsible panel.

      To create a compound query, expand the panel and complete the following steps:

      1. Expand the Relevant products panel.
      2. Select Import product ID. The Select products dialog appears. By default, the Import product ID section is displayed.
      3. Enter the required product ID and click Import.
      5. Click Save & test to check if the query works or click Save to save the query.
      To edit a compound query, complete the following steps:
      1. Expand the Relevant products panel.
      2. Select Edit query. The Select products dialog appears. By default, the Edit query section is displayed.
      3. Create a condition by providing the required product ID and the required user defined field.
      4. Click Add.
      5. Click Save & test to check if the query works or click Save to save the query.
      To test the compound query, complete the following steps:
      1. Expand the Relevant products panel.
      2. Select Test query. The Test query dialog appears.
      3. If the query is valid, you will see the results. If the query is invalid, you will not see any results.
      4. If you do not see any results, click Edit query to modify the query. If you see the required results, click Finish.
      To delete a compound query, complete the following steps:
      1. Expand the Relevant products panel.
      2. Select Delete query. The Delete query dialog appears.
    6. Select + Add suppression rules determine whether to stop presenting this offer in real-time interactions based on criteria you specify. This feature is displayed only if you are defining an offer using a template that has Allow offers created from this template to be used in real-time interactions selected. For example, you might suppress this offer from being presented to visitors who have explicitly rejected it, or you might want to suppress the offer after it has been presented to a visitor a certain number of times.
      Note: You will also see the + Add suppression rules function if you add Interaction Point ID and Interaction point name when you add attributes to existing offers. To add Interaction Point ID and Interaction point name attributes, Interact should be installed and configured.