Creating an offer set

You can create any of the following types of offer sets:

  • Video
  • Parameterized template
  • Image

For templates, click Add and Preview, then set the parameters you choose. The other offer set types do not include parameters, but you can still customize them by clicking Preview and changing the available presets.

Dynamic Media Classic offers tools for editing as well as creating offer sets.

NOTE

Before you create an offer set, be sure you publish all assets that you intend to use for the set to Dynamic Media Classic. See Manually publishing assets and Manually unpublishing assets.

Types of offer sets

Create an offer set from the following types of offer sets:

  • Images
    You can assemble images for an offer set. Each image includes a different offer in the set.

  • Image template
    You can parameterize image templates in Dynamic Media Classic with the Build > Template Basics command. Through parameters, components of the template — the text in text frames, the different images — can be swapped out and customized. For an offer set, you can use template parameters to create variations on the same image in your offer set, for example. For information about creating and parameterizing image templates, see Creating template parameters.

  • Video
    You can assemble video for an offer set. Each video is a different offer in the set.

Creating an offer set with a parameterized template

When you create an Offer Set, the Publish after save option affects the set and set members in the following ways:

“Publish after save” option selected before saving? State of set after saving State of set members after saving
Yes Published Published
No Unpublished Set members retain their published or unpublished state.

See also Manually publishing assets and Manually unpublishing assets.

To create an offer set with a parameterized template

  1. Select the template or banner.

  2. Click Build > Test&Target Offer Set.

    The Test&Target Offer Set page lists offers in the offer set. The first item on the list is the object.

  3. Select the object and click Add & Preview.

    The left side of the page lists parameters in the template and their values.

  4. Change parameter values to create the offer. For example, enter different text in a text field, change the size of a layer, swap one image for another, or choose a different viewer preset.

  5. Click Save or Save As to save the offer as part of the offer set.

    The Test&Target Offer Set page lists the offers you created.

  6. Repeat steps 3 through 5 to create more offers for the set.

  7. When you finish, near the lower-right corner of the page, ensure that Publish after save is selected (default).

  8. Click Close, enter a name for the offer set, and then click Save.

Before you close the Test&Target Offer Set page, push the offer set to Target Standard/Premium. See Pushing offer sets to Test&Target.

Creating an offer set with images or videos

When you create an Offer Set, the Publish after save option affects the set and set members in the following ways:

“Publish after save” option selected before saving? State of set after saving State of set members after saving
Yes Published Published
No Unpublished Set members retain their published or unpublished state.

See also Manually publishing assets and Manually unpublishing assets.

To create an offer set with images or videos

  1. Assemble images or videos for the offer set. Start in the Test&Target Offer Set screen or in the Grid View or List View and use one of the following methods:

    • Test&Target Offer Set screen
      Click Build > Test&Target Offer Set. Drag images or videos onto the screen. To create varying sizes of videos or images, drag in multiple copies of the image or video and set each size individually.

    • Grid or List view
      Select the images or videos, and then click Build > Test&Target Offer Set.

  2. Optionally, select an image or video and click Preview. On the Preview Offers page, you can change the size and look of the image or video you selected. Or, you can change all images or videos in the offer set.

    • Choose a Preset to change the look and size of the image or video.
    • Click the Select Presets to All check box to apply the preset you chose to all the offers in the offer set.

    Click Save to save your changes to the image or video offer. Then click Close to return to the Test&Target Offer Set page.

  3. After you finish creating offers for the offer set and choosing Image Presets for different images, ensure that Publish after save is selected (default).

  4. Click Save and enter a name for the offer set, and click Save.

Before closing the Test&Target Offer Set page, push the offer set to Target Standard/Premium. See Pushing offer sets to Test&Target.

Editing an Offer Set

Depending on whether you edit a published set or an unpublished set, the Publish after save option affects the set and set members in the following ways:

Set already published? “Publish after save” option selected before saving your edit? State of set after saving State of set members after saving
Yes Yes Published Published
Yes No Published Existing set members retain their published state.Any new set members that you added during your edit retain their published or unpublished state.
No Yes Published Published
No No Unpublished Existing set members and any new set members that you added during your edit retain their published or unpublished state.

See also Manually publishing assets and Manually unpublishing assets.

To edit an Offer Set

  1. To edit an offer set, display the offer set in Grid view or List view, and then click its Edit rollover button.

  2. In the Test&Target Offer Set page, do any of the following:

    • Removing an offer
      Select the offer, and then click Delete to remove an offer from the set.
    • Adding an offer
      How you add an offer depends on the type of offer set you are working with:
    • Templates
      Click Add & Preview, and on the Add & Preview Offers page, create another offer.
    • Images and videos
      Drag an image or video onto the Test&Target Offer Set page.
    NOTE

    You cannot delete an offer set that is associated with a campaign. To delete an offer set associated with a campaign, sign in to Target Standard/Premium and remove the campaign associations first. Even after un-associating from a campaign, the asset can only be deleted from Dyanmic Media Classic, requiring a sign in to Target Standard/Premium, and not from within Target Standard/Premium.

  3. When you finish editing, near the lower-right corner of the page, ensure that Publish after save is selected (default).

  4. Click Save, select a storage folder, enter a name for the set, and then click Save.

Deleting an Offer Set

When you delete an Offer Set, the set itself is moved to the Trash. However, the members (or “children”) within that set are not affected; instead, they each retain their existing published or unpublished state.

See also Manually publishing assets and Manually unpublishing assets.

To delete an Offer Set

  1. In the Grid View, List View, or Details View, select one or more Offer Sets.
  2. On the Global Navigation Bar, click File > Delete > Delete.

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