Creating Offers

To create an offer, perform the following steps:

Procedure

  1. Setting up the Offer
  2. Defining the Criteria
  3. Selecting the Target
  4. Finalizing the Display
  5. Viewing the Summary
  • Setting up the Offer
    To set up an offer, perform the following steps:
  • Defining the Criteria
    To define the criteria, perform the following steps:
  • Selecting the Target
    In this step, specify the customer segment, to which you target the offer. To select a target, perform the following steps:
  • Finalizing the Display
    In this step, you define the look and feel of how your offer is displayed to program members. You can specify images and text that is displayed in the offers section of your microsite. To finalize the display, perform the following steps:
  • Viewing the Summary
    The Summary step provides an at-a-glance review of the specifics of the offer you created. It also summarizes the progress on the development and usage of the offer.
  • Changing the View of Offer Records
    To change the view of offer records, perform the following steps: