What's Next

When the definition of an offer passes the basic CRMS error tests and is ready for a review, the next possible steps are presented in a the What's Next? page.

This page includes two options:
  • Create Another Offer : re-opens the Edit Offer Details wizard.
  • Go to Offers : submits the offer record and changes its status to pending.
Note:
  • Go to Offers is a crucial step in the process of creating an offer. You have to use this option to change the status of an offer from saved to pending. In effect, this option submits a saved offer for approval.
  • Only a CRMS Administrator can approve or deny a pending offer.

Clicking Go to Offers is the last step in defining a new offer. (The next step, approving or denying the pending offer, does not change the editable details of an offer.)

If CRMS does not find any errors in an offer record during the final Summary & Preview step of the offer creation or offer details editing process, the technical requirements for that record have been satisfied.

The status of an offer indicates how far the offer has progressed in its normal lifecycle, and how it can be used next.

The current status of each offer is displayed in the Current Offers page, in a control box that is displayed in the left-most column:

A successful offer progresses through the following changes in its status:
  • Saved : the offer record has been saved, but work on the offer has not been completed.
  • Pending : the offer has been submitted for approval. It met the CRMS technical requirements.
  • Scheduled : the offer has been approved, and is scheduled to go live. CRMS automatically launches the offer and changes its status to "live" when the Offer Qualify start date arrives.
  • Live : the approved offer is now live. Customers are currently allowed to qualify for this offer. CRMS automatically ends the offer and changes its status to "completed" at the end of the Offer Qualify end date. In a live offer, some data cannot be edited or changed.
  • Completed : the offer is no longer live, and the record is maintained for reference and potential cloning. The time period in which customers were allowed to qualify for this offer has ended.