People Details: Offers

Overview

Offers let you present promotions, discounts, free gifts, and advertisements to your customers. You can create Offers targeted to specific Segments to maximize the effectiveness of each Offer. When a customer receives an Offer, the platform creates a new asset called an Offer Response that contains the details and metadata of the Offer.

The Offers tab displays all of the Offer Responses submitted by this consumer.

Note: Offers are defined within the Cheetah Loyalty platform; for more information about Offers, please see the Loyalty Online Help.

Features

The features available on the Offers tab are described below.

Searching and Sorting

Click HereClick Here

Search

The search feature allows you to search for a specified text string anywhere within the Offer's Display Name, Internal Name, Type, Category label, Category name, or Tag name.

Optionally, in the search field near the top of the Offers screen, enter the desired text string.
Optionally, from the "Status" drop-down menu, select an Offer status (or "Any status").
Optionally, from the "Effectivity" drop-down menu, select an Offer effectivity (or "Any effectivity").
Press Enter, or click the search button (magnifying glass icon).
The Offer screen is refreshed to show only the Offers that meet your search criteria. Please note that if you enter multiple search criteria, the platform displays only the Offers that meet ALL criteria.
To remove all search criteria, click the remove button ("X" icon).

Sort

The "Sort" drop-down menu allows you to sort the Offers on a variety of different fields. To sort the list of Offers, select the desired sort option from this menu.

Name (the default option)
Created Date
Updated Date
Prize Amount
Total Responses
Total Points
Rank

Set Offer Status

Click HereClick Here

To change the status of an Offer response:

From the "Action" menu next to the desired Offer response, select a status value.

Post to Newsfeed

Click HereClick Here

To post a comment:

From the "Action" menu next to the desired item, select "Post to Feed," then select which newsfeed (such as "Main Newsfeed" for example).

Back to People Details