Creating offer spaces

The content of the offer catalog is configured in offer spaces. By default, the content can include the following fields: Title, Destination URL, Image URL, HTML content and Text content. The field sequence is configured in the offer space.

As a technical administrator, you can create offer spaces in the Design environment. You need to have access to the offer space sub-folder. Once created, these offer spaces are automatically duplicated into the Live environment during offer approval.

The HTML rendering is created via a rendering function. The sequence of the fields defined in the rendering function must be identical to the sequence configured in the content.

To create a new offer space, follow the steps below:

  1. From the list of offer spaces, click New.

  2. Select the channel you want to use and change the label of the offer space.

  3. Check the Enable unitary mode option

  4. Go to the Content field window and click Add.

  5. Go to the Content node and select the fields in the following order: Title, then Image URL, then HTML content, then Destination URL.

  6. Check the Required option to make each field mandatory.

    NOTE

    This option is used at the preview and makes offer spaces invalid when publishing if one of the mandatory field is missing from the offer. However, if an offer is already live on an offer space, these criteria are not taken into account.

  7. Click Edit functions to create a rendering function.

    These functions are used to generate offer representations on an offer space. There are several possible formats: HTML or text.

    Note - XML format is restricted to inbound interactions which are unavailable in this version of the product. Learn more

    _

  8. Go to the HTML rendering tab and select Overload the HTML rendering function.

  9. Insert your rendering function.

Offer proposition statuses

The offer proposition status varies depending on the interactions with the targeted population. Campaign Interaction module comes with a set of values that can be applied to the offer proposition throughout its life cycle. You need to configure the platform so that the status changes when the offer proposition is created and accepted.

NOTE

Status update is an asynchronous process. It is carried out by the tracking workflow which is triggered every hour.

Offer status list

Available offer statuses are:

  • Accepted
  • Scheduled
  • Generated
  • Interested
  • Presented
  • Rejected

These values are not applied by default: they have to be configured.

NOTE

The status of an offer proposition will automatically be changed to “Presented” if the offer is linked to a delivery with the “Sent” status.

Offer status when the proposition is created

When an offer proposition is created, its status is updated.

In the Design environment, for each offer space, configure the status to apply when a proposition is created, depending on the information you want to display in the offer reports.

To do this, follow the steps below:

  1. Go to the Storage tab of the desired space.

  2. Select the status to apply to the proposition when it is created.

Offer status when the proposition is accepted

Once an offer proposition has been accepted, use one of the values provided by default to configure the proposition’s new status. The update is applied when a recipient clicks on a link in the offer.

To do this, follow the steps below:

  1. Go to the Storage tab of the desired space.

  2. Select the status that you want to apply to the proposition when it is accepted.

You can automatically apply the Interested status to an offer proposition when the delivery contains a link. Simply add the _urlType=“11” value to the link:

<a _urlType="11" href="<DEST_URL>">Link inserted into the delivery</a>

Offer preview per space

In the Preview tab, you can view the offers for which the recipient is eligible via a chosen method. In the example below, the recipient is eligible for three offer proposals via mail.

If a recipient is not eligible for any offers, this is shown in the preview.

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