Setting up the Offer

To set up an offer, perform the following steps:

Prerequisites

See Creating Offers.

Procedure

  1. Enter the Offer Name.
  2. Select the Award Type:
    Option Description
    Bonus you can specify the Bonus Award, such as sending a gift card or a certificate.
    Money Off on Purchase you can define a specific Monetary Unit amount to be taken off a purchase price.
    Percent Off Purchase you can take a specific percentage, for example, 10%, off a purchase.
    Reward Code issues codes that can be redeemed for rewards. If you want use the Reward Code award type, you must create Reward Codes first. (See the Reward Codes section for more information).
    Point Use this award type to specify the Points Type and number of points, which are awarded to qualifying members.
    Double Points If the qualifying customer normally receives 1 point per Monetary Unit according to you current customer engagement program rate, selecting Double Points causes that customer to receive 2 points per Monetary Unit. The Double Points award type may not be present depending on how your program is set up.
    Triple Points If the qualifying customer normally receives 1 point per Monetary Unit according to your current customer engagement program rate, selecting Triple Points causes that customer to receive 3 points per Monetary Unit. Note: The Triple Points award type may not be present depending on how your program is set up.
    Points Per Event Value you can set the number of points that a customer receives for each event value. If you want use the Points Per Event Value award type, you must create events first. (Refer to the Events section for more information.)
    Points Per Monetary Unit Spent you can define a different point-earning rate based on the amount a customer spends on purchases.
    Points per Quantity Spent you can define a different point-earning rate based on the quantity of items purchased.
  3. If required, select the Enable Custom Award Text check box.
  4. Click Next: Define Criteria.

What to do next

See Defining the Criteria.