DocumentationCampaignCampaign v8 Documentation

Create an offer

Last update: Tue Aug 20 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

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To create an offer, follow the steps below:

  1. Browse to the Campaigns tab and click the Offers link.

  2. Click the Create button.

  3. Change the label and select the category the offer should belong to.

  4. Click Save to create the offer.

    The offer is available in the platform and its content can be configured.

Eligibility settings

You can now use the Eligibility tab to define:

Offer eligibility period eligibility-period

In the Eligibility tab of the offer, define the eligibility period of the offer. use the drop-down lists to select a start and an end date in the calendar.

Outside of this period, the offer will not be selected. If you have also configured eligibility dates for the offer category, the most restrictive period will apply.

Add filters on the target filters-on-the-target

In the Eligibility tab of the offer, apply filters to the offer target.

To do this, click the Edit query link and select the filter you want to apply.

If pre-defined filters have been created already, you can select them from the list of user filters. Learn more

Set the offer weight offer-weight

To enable the engine to decide between several offers that the target is eligible for, you need to assign one or more weights to the offer. You can also apply filters to the target if necessary or restrict the offer space which the weight will apply to. An offer with a more significant weight will be preferred over an offer with less weight.

You can configure multiple weights for the same offer, for example to distinguish sup-periods, specific targets or even an offer space.

For example, an offer can have a weight of A for contacts aged 18 to 25 and a weight of B for contacts above that range. If an offer is eligible all summer, it can also have a weight of A in July and a weight of B in August.

NOTE
The assigned weight can be temporarily modified according to the parameters of the category the offer belongs to. Learn more

To create a weight in an offer, apply the following steps:

  1. In the Eligibility tab of the offer, click Add.

  2. Change the label and assign a weight. Default value is 1.

    note caution
    CAUTION
    If no weight is entered (0), the target will not be considered eligible for the offer.

  3. If you want the weight to apply for a given period, define eligibility dates.

  4. If necessary, restrict the weight to a specific offer space.

  5. Apply a filter to a target.

  6. Click OK to save the weight.

    note note
    NOTE
    If a target is eligible for multiple weights for a selected offer, the engine keeps the best (highest) weight. When calling up the Offer engine, an offer is selected a maximum of once per contact.

Summary of offer eligibility rules a-summary-of-offer-eligibility-rules

Once configuration is complete, a summary of the eligibility rules will be available on the offer dashboard.

To view it, click the Schedule and eligibility rules link.

Create the offer content creating-the-offer-content

Use the Content tab to define the offer content.

  1. Define the various parameters of the offer content.

    • Title: Specify the title that you would like to make appear in your offer. Warning: this is not referring to the offer’s label, which is defined in the General tab.
    • Destination URL: specify your offer’s URL. It must start with “http://” or “https://”.
    • Image URL: specify a URL or an access path to the image of your offer.
    • HTML content / Text content: enter the body of your offer in the tab you would like. To generate tracking, the HTML content must be composed of HTML elements that can be enclosed in a <div> type element. For example, the result of a <table> element in the HTML page will be as followed:
    code language-none 
       <div>
    <table>
     <tr>
      <th>Month</th>
      <th>Savings</th>
     </tr>
     <tr>
      <td>January</td>
      <td>$100</td>
     </tr>
    </table>
   </div>

    Learn how to define the acceptance URL in this section.

    To find the required fields as they were defined during offer space configuration, click the Content definitions link to display the list. Learn more

    In this example, the offer must include a title, an image, HTML content and a destination URL.

Preview the offer previewing-the-offer

Once the offer content is configured, you can preview the offer as it will appear for its recipient.

To do this:

  1. Click the Preview tab.

  2. Select the representation of the offer you want to view.

  3. If you have personalized the offer content, select the offer target to view personalization.

Approve and activate an offer approve-offers

You can now approve and activate the offer to make it available in the Live environment.

For more on this, refer to Campaign Classic v7 documentation.

Manage offer presentation offer-presentation

Campaign lets you control the flow of offer propositions using presentation rules. These rules, which are specific to Campaign Interaction, are typology rules. They let you exclude offers based on the history of propositions already made to a recipient. They are referenced in the environment.

For more on this, refer to Campaign Classic v7 documentation.

Offer simulation

The Simulation module lets you test the distribution of offers belonging to a category or an environment before sending your proposition to recipients.

Simulation takes into account the contexts and eligibility rules previously applied to offers and their presentation rules. This lets you test and refine various versions of your offer proposition without actually using an offer or over/under soliciting a target, since simulation has no impact on the targeted recipients.

For more on Offer simulation, refer to Campaign Classic v7 documentation.

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