Offer Details: Definition

Overview

The Definition tab is used to configure the properties and details of this Offer.    

Features

The features available on the Definition tab are described below. 

Effectivity

All Offers of all types are governed by an effectivity period. 

 Define Offer Effectivity

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Offers are governed by an overall Effectivity Period that controls when a Offer is considered active and available for use. In addition to the overall Effectivity Period for the Offer, the platform allows you to set more granular schedules that control when a Member can respond to the Offer (called the Response Period), and when the platform considers responses to be usable for reporting and analytics (called the Usage Period). Optionally, you can click the Recurring checkbox to define a new recurring schedule for an item's effectivity when the Select Period Type is Fixed.

Note: Depending on the Offer type, the effectivity period options may vary slightly. You may see some, or all, of the options described below.

Response Period

To define the response period:

  1. Click on the Select Period Type drop down and choose:

  • Same: Uses the same effectivity period as defined for the Offer.
  • Relative
    1. Optionally, you can click the checkbox, Preferred Location TimeZone, if you have a preferred time zone location set for your offer. Otherwise, the program setting’s time zone will be used.
    2. Select the interval and a unit of time for the beginning of the date range. Ex. 1 hour.
    3. Select the interval and unit of time for the end of the date range. Ex. 2 weeks.
  • Fixed
    1. Optionally, you can click the checkbox, Preferred Location TimeZone, if you have a preferred time zone location set for your offer. Otherwise, the program setting’s time zone will be used.
    2. Enter a date range relative to the publish date. 
    3. Select the time zone you want the effectivity period to be effective.
    4. 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 creating a new recurring schedule.
  1. Click save.

Usage Period

To define the usage period:

  1. Click on the Select Period Type drop down and choose:

  • Always: Offer does not expire.
  • Same: Uses the same effectivity period as defined for the Offer.
  • Relative
    1. Optionally, you can click the checkbox, Preferred Location TimeZone, if you have a preferred time zone location set for your offer. Otherwise, the program setting’s time zone will be used.
    2. Select the interval and a unit of time for the beginning of the date range. Ex. 1 hour.
    3. Select the interval and unit of time for the end of the date range. Ex. 2 weeks.
  • Fixed
    1. Optionally, you can click the checkbox, Preferred Location TimeZone, if you have a preferred time zone location set for your offer. Otherwise, the program setting’s time zone will be used. Enter a date range relative to the publish date. 
    2. Select the time zone you want the effectivity period to be effective.
    3. 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 creating a new recurring schedule.
  1. Click save.

Define Recurring ScheduleDefine Recurring Schedule

 

 

To define a new recurring schedule for this item's effectivity:

  1. From the Recurring Schedule drop down menu, select Enter Schedule. The Repeat pop up window is displayed.

  2. Select a recurrence frequency of Weekly or Monthly from the Frequency drop down menu.

  3. In the text field, enter the interval.

  4. For a Weekly frequency, select one or more days of the week. For example, Tuesdays and Thursdays.

  5. For a Monthly frequency, choose one of the following options:

  • Day of month: Select one or more days of the month. Ex: the 15th and the 30th.

  • Day of week: Select one or more days of the week, for each of the four weeks within a month. Ex: the second Wednesday of the month.

  1. Click ok. The system adds the new schedule to the Recurring Schedule drop down menu.

 

 

 

Offer Types

The configuration options available on the Definition tab vary depending on the Offer's Action Type. Select an Action Type below for more details. 

 

Type

   

Type

 

 

Type

No Action

 

Barcode

 

Certificate

Coupon

 

URL

 

Loyalty Object

 

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