Offer Description Page Overview

The Offer Description page records the Offer Name and other crucial information used to identify the offer and its purpose. Some of this description information is displayed to users.

Defining and saving the offer description is the first step in creating a new offer or editing an existing offer. The Description page opens when you create a new offer, clone an offer, or open an existing offer record for editing.

In the Offer Description page, you can describe an offer by recording data in the following fields:
  • Offer Name is an internally used name that the customer does not see. It serves to identify and describe the offer record in the Offers page; choose a name that is descriptive and unique. Ideally, the new name should indicate the basic type of customer qualification you require and the type of award you give. Mentioning the target or date also makes the name more descriptive.
  • Headline is the title text for the offer that the customer sees in the Reward-hosted Offer Showcase. It is also used to describe the offer in the customer's My Account and Shopping List displays. It is also displayed in email communications and signage that mention this offer.
  • Description is the text that is displayed to the customer in the Reward-hosted Offer Showcase and provides more information about how the offer works. It is also displayed in email communications and signage that mention this offer. Use this text to explain the offer to the customer.
  • Online Product Page URL to "Buy Now" contains the URL (optional) of the product page where the customer can buy the product immediately. This field is part of the Showcase display of the offer, giving the customer the opportunity to act on impulse.
  • Terms & Conditions contains rules of the offer, disclaimers, and other legal conditions. This text, if present, is included in the showcase display to the customer. It is also displayed in email communications and signage that mention this offer.
  • Internal Note is text used internally in CRMS, and is only displayed on this page.
Note: After finishing work on this page, click Next Step. This saves your work and advances the wizard to the Qualification & Award page, the next step in the Edit Offer Details workflow.