Creating offers
To create offers, complete the following steps:
Procedure
-
From the Platform home page,
select .
The All offers page appears.
-
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.
-
Click + Add offer.
The New offer page appears.
-
In the New offer page, complete the following steps:
-
By default, the Select template section appears.
The Select template section contains:
- 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.
- A Template details panel that displays the
template details of the selected template.
-
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.
-
Click Next.
The Default values section
appears.
-
In the Default values section, provide values for
the all the attributes of the template. The attributes vary depending on
the selected template.
-
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:
- Expand the Relevant products panel.
- Select Import product ID. The
Select products dialog appears. By
default, the Import product ID section is
displayed.
- Enter the required product ID and click
Import.
- Click Add.
- 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:
- Expand the Relevant products
panel.
- Select Edit query. The
Select products dialog appears. By
default, the Edit query section is
displayed.
- Create a condition by providing the required product ID and
the required user defined field.
- Click Add.
- 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:
- Expand the Relevant products
panel.
- Select Test query. The Test
query dialog appears.
- If the query is valid, you will see the results. If the
query is invalid, you will not see any results.
- 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:
- Expand the Relevant products
panel.
- Select Delete query. The
Delete query dialog appears.
-
Note:
- To view the Content Integration link, you
must have the
Content Integration User
role
assigned, and the template used for offer creation must have
content mapping defined in it.
- Based on the selected content, mapping populates the default
values of attributes in the templates or offers.
- Although mapping automatically populates the content attribute
values, you can change these values if required.
- When creating or editing an offer, you can only change the
content, but not the third-party CMS or the content type. If a
user changes the selected content, the new values of the updated
content is populated.
Click Content Integration. If required, update
the selected content and click Done.
The mapped attributes will appear within Default values section
in read-only mode. The selected offer attributes are populated by the
values from the content attributes. The automatically populated offer
attributes will have a subscript AutoPopulated
.
-
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.
-
Click Save.
The offer summary page appears. In the offer summary page, you can
navigate to Unica Deliver's
digital asset library to view the associated content. Click Deliver
digital asset to navigate to Unica Deliver. This button appears only if
Unica Deliver is
installed and the Deliver role is configured for the user.
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