Offers

Overview

Offers are a general-purpose Content Object within Marigold Loyalty, designed to let you present promotions, discounts, special deals, and advertisements to your Members. The platform supports several different actions that can occur as a result of the Offer, such as a granting a single use certificate code, redirecting the Member to a website, or referencing another Loyalty object (such as a Reward or Challenge).

For example, let's say you want to send a special one-time-use Offer to your "Gold Tier" Members that gives a 25% discount on their next purchase, but is only valid for this month. The Loyalty platform allows you to configure the Offer settings to target the desired tier, provide a coupon code for the discount, and set limits on the Offer's effectivity period and number of times it can be used.

The Marigold Help Center provides access to a wide range of enablement videos on many Marigold solutions that you can take as needed. Click here to view a training video on how to create Offers. Please note that you may click on the down arrow in the video's top-left corner to expand and select the Offers video from the playlist.

Access

To access the Offers screen, select Campaigns from the Main Navigation Menu, then select Offers from the Sub-Category menu.

Features

Working with Offers

The Offers screen provides the following features:

Searching and Sorting

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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

Navigation

Once you've found the desired Offer, you can navigate to the following other screens:

Click the Offer to navigate to the Offer Details screen.

Create a New Offer

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To create a new Offer:

In the "Enter Display Name" field, enter the Display Name value for the new Offer.
Click create. The "Edit Offer" pop-up window is displayed.
The "Display Name" field is populated with the value you entered above in step 1; optionally edit this value.
The "Internal Name" is automatically populated based on the "Display Name" value. This field is disabled by default. To edit the Internal Name, check the "Edit Internal Name" check box. A confirmation dialog box is displayed; click ok. Edit the Internal Name value.
In the "Description" field, enter a description of the Offer.
To assign an image to this Offer, click choose file. Browse to and select an image file, and click open.
Loyalty Offers support several actions that define what happens when a member responds to the Offer. From the "Offer Action" drop-down menu, select the action that occurs when a Member responds to the Offer. The action options are as follows:
- Barcode: Display a barcode to the Member.
- Certificate: Issue an Offer Certificate to the Member.
- Coupon: Issue a Coupon to the Member.
- URL: Navigate to the web page specified by the URL.
  - If you have the translatables environment variable enabled as well as the Additional Locales configured in Program Settings, you will be able to configure, save, and publish multilingual URLs. Contact your Marigold representative to enable translatables either at implementation or request it post-implementation.
    
    To configure additional locales:
    1. Navigate to Program > Settings > Program Settings and click onto Available Member Content Locales program setting.
    2. Enter Additional Locales as desired.
    3. Set the Default Location as desired.
    4. Click Save.
    
    To configure Multilingual URLs for your Offer Type URL:
    1. Navigate to Campaigns > Offers, and either create a new Offer or select an existing URL Offer.
    2. Configure Target URL and save it.
    3. Publish Offer.
    4. Click on Definitions tab, then Click Edit.
    5. Enter the Target URL for all Locales, e.g., English, French, Arabic, etc.
    6. Click Save.
    Result: The Target URLs are saved for each locale.
- Content: Display the selected Loyalty Content Object, such as a Challenge or Reward.
Optionally, in the "Rank" field, enter a ranking for this Offer. This feature relates to using Offers within Campaigns.
Optionally, in the "Tracking Code" field, specify a value to track clicks to a Reward when you share the Reward’s URL on external channels such as email or Facebook. Loyalty adds this Tracking Code to the Reward URL.

Note: The Tracking Code is not used for tracking for Members logged into Loyalty apps.

Optionally, from the "Campaign" drop-down menu, select a Campaign.
Optionally, in the "Categories" field, assign one or more Categories to this Offer. Categories are used to organize Loyalty assets into groups. For more details, please see Offer Categories.
Optionally, in the "Tags" field, assign one or more Tags to this Offer. Tags are used to help search, filter, and organize Loyalty assets within the platform (Tags are never visible to Members).
Click save.

View or Edit an Offer

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To view or edit the details of an Offer:

Search, sort, or filter the Offers screen as described above.
Click on the desired Offer record.
The Offer Details screen is displayed and populated with all of the information about this Offer. See Offer Details for more information.

Export Offer Data

The Offers screen provides the following features related to exporting Offers records.

Create Export Definition

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Export definitions can optionally be saved and reused, when you need to download Offers from the Loyalty platform:

From the "Actions" drop-down menu in the top-right corner of the screen, select "Export Offers." The "Create New Export - Offers" pop-up window is displayed.

Timing

Select when you want to execute the export:

Asynchronous -- check this option if you want to execute the export manually on an ad hoc basis.
Execute now -- check this option if you want to execute the export immediately.
Create schedule -- check this option if you want to define a schedule (either a one-off execution, or a recurring schedule).

If you checked "Create schedule" above, the schedule options are displayed.

Define Export ScheduleDefine Export Schedule

To define the export schedule:

From the "Recurrence" drop-down menu, select an option:

Repeat -- Execute the export based on the defined schedule; see below for more details.
Once -- Execute the export once. In the "Execute once on" field, enter the date and time. Select the time zone from the "Time Zone" drop-down menu.
On demand -- Execute the export when specified by a user. In the "Execute once on" field, enter the date and time. From the "Time Zone" drop-down menu, select the time zone to use.

Define a Repeating Schedule

From the "Schedule Composer" drop-down menu, select a unit of time -- every minute, hour, day, week, month, or year.
Optionally, check "Advanced" to enable the "CRON expression" text field, and enter a custom CRON expression.
In the "From" and "To" field, enter the start date and time, and the end date and time, for the repeating schedule.
From the "Time Zone" drop-down menu, select the time zone to use.

Notification and Transport

If you checked "Asynchronous" above, this section is displayed.

To send email notifications when the import process is successful, enter one or more email addresses in the "Success Email Recipients" text field.
To send email notifications if the import encounters an error, enter one or more email addresses in the "Error Email Recipients" text field.

Fields

This section allows you to optionally include (or exclude) specific columns in the export file.

From the "Inclusion" drop-down menu, select an option:

All -- include all columns in the export file.
Only Included -- in the "Fields" field, select one or more columns you want to include in the export file.
Except selected -- in the "Fields" field, select one or more columns you want to exclude from the export file.

To include attachments in the export, select the desired attachment from the "Attachments" drop-down menu.
Optionally check include attachment url to include the attachment's URL.

Rules

This section allows you to create custom business rules to define which Segments are included in the export file.

Click the Add icon, then select Add Rule. The platform adds a new blank row for defining the Rule Condition.
From the first drop-down menu, select the desired Attributes. This menu is populated with all of the different Attributes for building a condition.
Select a mathematical operator. The available operators will vary based on the data type of the selected Attribute.
Enter or select a value.
Some attribute types allow you to define additional criteria, such as a date range, or a channel type, for example. Select or enter the additional criteria.
Repeat the above steps as needed to define more Rule Conditions. If you need to delete a Rule Condition, click the Delete icon to it.
Once you define more than one Rule Condition, select the logical operator. From the "Include customers that meet" drop-down menu, select either:

All of the following: The conditions are processed with a logical 'AND' operator such that all conditions must be true for an individual to be selected by this Segment.
Some of the following: The conditions are processed with a logical 'OR' operator such that at least one of the conditions must be true for an individual to be selected by this Segment.

You can also group rules by selecting Add Rule Group from the Add icon. Rule Groups have their own internal logical operator.

Associations

To export associated records:

Click add. A new row is displayed.
Check Enabled.
From the "Association" drop-down menu, select the type of associated record.
From the "Inclusion" drop-down menu, select an option:

All -- include all columns in the export file.
Only Included -- in the "Fields" field, select one or more columns you want to include in the export file.
Except selected -- in the "Fields" field, select one or more columns you want to exclude from the export file.

Repeat the above steps needed to include more associated records. To remove an association, click the delete icon next to it.

Children

To export child records joined to the main record:

Click add. A new row is displayed.
Check "Enabled."
From the "Child" drop-down menu, select a child record type.
From the "Inclusion" drop-down menu, select an option:

All -- include all columns in the export file.
Only Included -- in the "Fields" field, select one or more columns you want to include in the export file.
Except selected -- in the "Fields" field, select one or more columns you want to exclude from the export file.

Repeat the above steps needed to include more associated records. To remove an association, click the delete icon next to it.

Finish

When finished creating the Export Definition, click save.

View or Edit an Export Definition

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To view or edit an Offer Export Definition:

From the "Actions" drop-down menu in the top-right corner of the screen, select "Offers Exports." The "Offers Export Definitions" pop-up window is displayed and populated with a list of all Offer Export Definitions.
From the "Action" column of the desired Export Definition, click the Edit icon. The "Edit Export" pop-up window is displayed.
Make any necessary changes to the Export Definition properties.
When finished, click save.

Manually Execute an Export Definition

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To manually execute an Offer Export Definition:

From the "Actions" drop-down menu in the top-right corner of the screen, select "Offer Exports." The "Offers Export Definitions" pop-up window is displayed and populated with a list of all Offer Export Definitions.
From the "Action" column of the desired Export Definition, click the Enqueue this Export icon. A confirmation dialog box is displayed.
Click confirm.

Download an Export Definition

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To download the last execution of an Export Definition:

From the "Actions" drop-down menu in the top-right corner of the screen, select "Offer Exports." The "Offers Export Definitions" pop-up window is displayed and populated with a list of all Offer Export Definitions.
In the "Action" column of the desired Export Definition, click the Download File icon. The platform downloads the file to your PC.

Delete an Export Definition

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To delete an Offer Export Definition:

From the "Actions" drop-down menu in the top-right corner of the screen, select "Offers Exports." The "Offers Export Definitions" pop-up window is displayed and populated with a list of all Offer Export Definitions.
From the "Action" column of the desired Export Definition, click the Delete icon. A confirmation dialog box is displayed.
Click confirm.

Import Offer Data

The Offers screen provides the following features related to importing Offer records.

Import Offer

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From the "Actions" drop-down menu in the top-right corner of the screen, select "Import Offer." The "Create New Import - Offer" pop-up window is displayed.

Basic Properties

From the "Import Method" drop-down menu, identify how you want the platform to handle the import records, such as create new records only, update existing records only, or both create and update records.
In the "File Options" field, select one or more fields used to identify existing records in the database.
If you want to import blank values, select the "Yes" radio button next to "Include Blank Values."
The platform supports email and phone number syntax validation on the appropriate import fields. To run this validation, select the "Yes" radio button next to "Validate Records."
If you account is configured with business units, select the desired Business Unit from the "Business Unit" drop-down menu.
To send email notifications following the import process, enter one or more recipient email addresses in the "Recipients" field.
To send email notifications following a failed import process, enter one or more recipient email addresses in the "Failed Import Email Recipients" field.
To select the import file, click choose file, then browse to and select the desired file.
Select a column separator: Comma or Semicolon.

Child Options

To upload "child" records along with the main parent record, click add child.
Select the child resource from the "Resource" drop-down menu.
In the "Find Options" field, select one or more fields used to identify existing records in the database.
If you want to skip the child record when the parent record is skipped, check "Skip with Parent."
Repeat the above steps as needed to define additional child records. To delete a child record, click delete.

Import Options

To configure additional import options:

Click add options.
To use a lookup table, select the desired table from the "Lookup table" drop-down menu.
From the "Lookup column" drop-down menu, select the desired column on the lookup table.
Enter a value in the "Rename as" field.
In the "Find by columns" field, select one or more columns used to identify existing records in the database.
If the lookup table is required, select the "Yes" radio button next to "Required."
If you want to stop the import process if a duplicate record is found, select the "Yes" radio button next to "Abort on Duplicate Record."
Optionally enter any additional conditions as Groovy expressions in the "Condition" field.
Optionally, click delete to remove the additional import options.

Finish

When finished, click submit.

View Offer Imports

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To view a list of previous Offer imports:

From the "Actions" drop-down menu in the top-right corner of the screen, select "Offers Import List." The "Offers Import List" pop-up window is displayed and populated with a list of all previous Offer imports. For each import, the screen displays the following:

Imported by
Filename
Result (i.e., the number of records successfully imported, the number of failed records, and the number of skipped records)
Created at
Duration
Status

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Last Updated: August 2024