Offer Status Details

If the current status is pending, you can either approve or deny the offer:
  • Selecting approve changes the offer status to pending.
  • Selecting deny changes the offer status to inactive.
If the current status is scheduled, you can either unapprove or launch the offer:
  • Selecting unapprove changes the offer status back to pending.
  • Selecting launch changes the status to live, depending on your scheduled Offer Qualify dates. If the Offer Evaluation start date is today's date (because you manually reset it), you can select launch to request CRMS to make the offer live immediately.
Note: If, previous to the current date, you had defined the start date as today's date, CRMS would have automatically made the offer go live as soon as the current day began.
If the current status is live, then you can complete the offer. Note that CRMS completes the offer automatically, according to the Offer Qualify end date.
  • Selecting complete causes the offer to end immediately. The CRMS changes both the Publish end date and the Offer Qualify end date to the current date, and changes the status of the offer to completed.

Normally, CRMS automatically ends the offer at the close of day on the defined Offer Qualify end date. When CRMS ends an offer, it changes the offer status to completed and automatically prevents customers from qualifying for offers.

If the current status is inactive, you can change the status to saved, and then use or modify the offer similar to any other offer in saved status.

For example, suppose you have defined an offer. It has been in "saved" status since the day you started it, and now you want to show it to an associate to get feedback or approval.

From the Edit Offer Details - Summary/Preview page, review all the details with your associate and use the Preview option to get a sense of how the offer looks and works. After you approve everything, click Next Step at the top of the page. The Edit Offer Details - What's Next? page opens.

To submit the offer, click Go to Offers. The Offers page opens, and the Status control box shows that your offer's status has changed to "Pending". At this point, if you click the Status control, you can "approve" or "deny" your offer. If you approve the offer, CRMS checks the dates you entered for this offer, and changes the status to scheduled.

When an offer is scheduled, you can still unapprove it, which sends it back to pending status.

If the scheduled launch date for the offer is the current date or before, and the Offer Publish and Offer Qualify Stop Dates are still in the future (as defined in the Schedule step for this offer), you can change the status to launch to start the offer immediately. The CRMS changes the status to live to signal that the offer has gone live.

If the Offer Qualify Start Date is still in the future, then CRMS automatically makes the offer go live and changes the status to live when the specified date arrives.

At the end of the Offer Qualify Stop Date (that evening), the status changes to completed.

At any time, a CRMS user can click Delete on the Offer record. This changes the status to inactive, and the offer is effectively deleted.

Cloning an offer record creates a copy of the record.