The
Summary provides an at-a-glance review of the offer that summarizes progress on the development and usage of an offer record.
The
Preview displays the offer information in the presentation format used by the Reward hosted Offer Showcase.
Note: The Summary & Preview page checks and validates the offer data you have entered so far, and provides error messages about missing or invalid data that help you identify the page with the problem.
When completed (when no error messages are displayed), click
Next Step in the Summary & Preview page to navigate to the What's Next? page.
In the What's Next? page, select
Go to Offers, which advances the offer to
pending status.
If the status of an offer is
live or
completed, CRMS directly opens to the Summary & Preview page when you open that offer.
In such cases, the Summary & Preview page also displays an offer response graph that shows how customers have responded to the offer.
