Offers
You can use CRMS to create an offer that awards your loyalty program members a predefined award after meeting a certain criterion. Another popular offer awards bonus points for signing up for the loyalty program.
The Edit Offer Details wizard helps you create offers. After you finish each step, the wizard simplifies the remaining steps by displaying only the options that still make sense for you to use. These options are selected based on the choices you have already made.
To create an offer, select . (See Creating an Offer for more information.)
To edit an existing offer, select to open the Offer page. Click the name of the offer you want to change. This opens the Edit Offer Details wizard, which guides you through defining an offer by completing a sequence of pages.
The steps required to create or edit an offer involve the following offer pages:
- Description
- Qualification & Award
- Basket Targeting
- Customer Targeting
- Presentation
- Schedule & Rules
- Summary and Preview
- What's Next? -- Go to Offers
After completing each page, click Next Step to advance to the next page until the offer is over.