Creating an Offer

To create a new offer, click Promote > Offers and then Create > New Offer on the Offers page. This creates a new offer record and starts the edit offer details wizard.

You can also create a new offer by cloning an existing offer. Cloning is especially useful when you want to duplicate most of the attributes of the existing offer. Be aware that some offer options have specific data requirements. To use these options, your company must have already provided certain data files. See Prerequisites for Creating an Offer for more information.

Follow these steps to create a new offer using the Offer Setup wizard:

Procedure

  1. Click Promote > Offers.
  2. Click Create > New Offer.
    This opens the Edit Offer Details wizard.
  3. Complete the new offer by using the Edit Offer Details wizard to finish the process.
    (Fields marked with an asterisk * are required.)

Example

The Offer Setup wizard helps you modify an existing offer or set up a new offer.

To use the Offer Setup wizard to work on an existing offer, click an offer name listed in the Offers page.

To create a new, blank offer record and immediately start the editing process, select Promote > Offers > Create New Offer. The Offer Setup wizard automatically opens.

The Offer Setup wizard guides you through the following required steps to create an offer:
  • Description
  • Qualify & Award
  • Basket Targeting
  • Customer Targeting
  • Presentation
  • Schedule & Rules
  • Summary & Preview
  • What’s Next - Go to Offers

The last step submits the offer for approval by placing it in pending status.