Creating and Managing Offers (Offers Console)

The Offers console will be deprecated in the future. So, from now, it is:

• Only available to customers that have legacy offers already defined (i.e pre-existing)
• Recommended that any such legacy offers be converted to Experience Fragment offers
  • As soon as the last legacy offer is converted/removed, the Offers console will no longer be available.

Converting a Legacy Offer to an Experience Fragment

A Convert to experience fragment variation option, and workflow, has been implemented to help you convert your legacy offer to an Experience Fragment:

1. Open a page that contains the offer for editing.

2. Switch to Targeting mode for that page.

3. Select Start Targeting.

4. Select the appropriate (targeted) component.

5. The component toolbar will provide an option to Convert to experience fragment variation:

   

6. A dialog will be shown. Here you can select the required Action:

   • Create a new Experience Fragment
   • Add the content to an existing Experience Fragment

   For this scenario, select Create a new Experience Fragment.

   

7. Complete the required fields in the dialog:

   • Parent path
     Specify the parent path of the new experience fragment
   • Template
     Select the template to use for creating the experience fragment.
   • Fragment title
     Specify the title.
   • Fragment tags
     Add tags, if required.

8. Confirm with Done.

   If you now navigate to the Experience Fragment Offers console, you will see your new experience fragment, together with its associated variations.

Targeting with the Offers Template

For customers with pre-existing legacy offers, the Use Offer Template options will be visible when targeting components that are not Experience Fragments:

The Offers Console

Use the Offers console to create offers that you can use in activity experiences. Creating offers in the Offers console saves time when several experiences require the same offer:

• Create the offer once in the library and use it in multiple experiences of your brand activities.
• Change the offer in the library and the change affects all of the experiences that use it.

The Offers console organizes offers by brand. Each brand contains a library of offers that can be used in a brand’s experiences. Use folders to define a hierarchical structure for organizing offers in each library. A logical folder structure enables authors to easily find offers by browsing. Tagging and search tools also enable authors to find offers.

Add a Brand Using the Offers Console

Create a brand with which your offers are associated. Open a brand in the Offers console to access its offer library where you can create folders and offers.

When you create a brand using the Offers console, it also appears in the Activities console where you can add and administer activities for the brand.

1. In the Navigation console, click or tap Personalization > Offers.

   

2. Click or tap Create and then Create Brand.

3. Select the brand template and click or tap Next.

4. Type a title for the brand as you want it to appear in the Offers and Activities consoles. Optionally, type or select one or more tags to associate with the brand.

5. Click or tap Create.

Add a Folder to an Offer Library

Add a folder to the offer library of a brand to organize and store offers. You can create a folder below the brand or below other folders.

1. In the Offers console, open the location where you want to create the folder. For example, open the brand to create a top-level folder, or open another folder in the library.

2. Click or tap Create > Create Folder or Offer.

   

3. Select Folder and click Next.

4. Type a title for the folder as you want it to appear in the offer library and type or select tags.

   

5. Click or tap Create.

Add an Offer to an Offer Library

Add an offer to a brand’s offer library so that it can be added to the brand’s experiences. When you add an offer you provide a title. You can also associate the offer with one or more tags for enhancing searchability.

After you create the offer you can open it to author the content.

1. In the Offers console, open the location where you want to create the offer. For example, open the brand to create a top-level offer, or open a folder in the library.

2. Click or tap Create > Create Folder or Offer.

   

3. Select the Offer Page template and then click or tap Next.

4. Type a title for the offer and optionally select or type one or more tags to associate with the offer, then click or tap Create.

5. In the confirmation dialog box, to open the offer for editing click or tap Open Page.

Editing an Offer

Open an offer and edit the content as you want it to appear in the experiences that use it. When you edit an offer that is used in any experiences, your changes appear in the experiences.

You can open an offer from a folder in an offer library or from search results. You can also open an offer from an experience that uses the offer.

1. In the Offers console, tap or click the icon next to the offer and click or tap Edit.
2. Add components to the offer and edit the component content as usual.

Deleting an Offer

Delete an offer when it is no longer needed. When you attempt to delete an offer that is used in an experience, you are prompted to confirm the deletion. Confirming deletes the offer and removes it from the experiences.

You can delete an offer while viewing either folder contents in an offer library or search results.

1. In the Offers console, tap or click the icon next to the offer and click or tap Delete.

   Select the offer and click or tap Delete.

2. In the dialog box that appears, click or tap Delete to confirm the deletion.

3. If the offer is used in one or more experiences, a dialog box appears to indicate that the offer is referenced:

   • To delete the offer and remove it from the experiences, click or tap Force Delete.
   • To keep the offer, click or tap Cancel.

Searching for Offers

Search for offers of any brand using keywords for matching the title.

The current search criteria appear next to the search results. You can also sort the results by column in ascending or descending order. You can perform a search from any folder of any offer library. The search results are the same regardless of the current folder.

To search offers:

1. At the top of the Offers console, click or tap the magnifying glass icon. By default the search is limited to offers.
2. Enter your keyword to search for offers. Select from the results.

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