Offer Details

To view or edit the properties of the selected Offer:

1. In the top section of the Offer Details screen, click the Edit icon. The "Edit Offer" pop-up window is displayed.

2. Make any necessary changes to the Offer properties.

3. Click save.

To delete the selected Offer:

1. In the Header section of the Offer Details screen, click the Edit icon. The "Edit Offer" pop-up window is displayed.

2. Click delete. A confirmation dialog box is displayed.

3. Click confirm.  

The Loyalty platform allows you to copy an Offer to use as the basis for a new Offer. To copy an Offer:

1. In the Header section of the Offer Details screen, click the Copy button.

2. The system creates a new Offer and displays the Offer Details screen. The default name of the new Offer is the name of the original Offer, followed by a counter, such as "(1)."

To set the overall effectivity period and assignees for an Offer:

1. In the top-right section of the Offer Details screen, click the Edit icon. The "Edit Offer" pop-up window is displayed.

2. Make any necessary changes to the Offer's effectivity. The effectivity designates the time frame during which Members can view and respond to the Offer. Valid values are:

• Always: This Offer doesn't expire.

• Scheduled: Enter a start date and end date, and select the time zone. Optionally, check "Recurring" to use a recurring schedule. Select the desired schedule from the "Recurring Schedule" drop-down menu, or define a new recurring schedule (see below for details on that process).

3. From the "Assignees" drop-down menu, select one or more users as assignees for this Offer. Choosing an assignee gives ownership, or responsibility, to one or more users in your account.

4. Click save.

Define a New Recurring Schedule

To set the status for the Offer:

1. In the top-right section of the Offer Details screen, from the "Status" drop-down menu, select the desired status value -- Draft, Published, or Archive.