Viewing the Summary
The Summary step provides an at-a-glance review of the specifics of the offer you created. It also summarizes the progress on the development and usage of the offer.
- Procedure
- After you have completed the preceding offer creation steps, the Offer Status is Saved.
- Click Submit for Approval. After this, the offer goes to the Admin for approval.
The Admin can perform either one of the following actions on the offer:
-
Approve: When an offer is approved, it enters the scheduled state, from where it can be launched to go live.
-
Deny: When an offer is denied it enters the denied state.
An email is triggered if the admin approves or denies an offer with the reason for its approval or denial.
What to do next
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.
Scheduled
The offer has been approved, and is scheduled to go "live".
Live
The approved offer is now live. Customers are currently allowed
to qualify for this offer. TIBCO Engage automatically ends the offer and
changes its status to "completed" at the end of the Offer Qualify end date.
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.
Denied
The offer has been denied. The offer can be modified and resubmitted to the administrator for approval.
Note: If you have administrator permissions, you can update the status of
the offer from the summary page, as well as from the list of offers.