Key steps to create an offer

The main steps to create offers are as follows:

  1. Create placements.
    Placements are containers that will be used to showcase your offers. You can, for example, create a placement that will be dedicated to offers in the image format only, and situated to the top of your messages.

  2. Create decision rules that will specify the conditions under which the offers will be presented.

  3. Create tags that you will associate to the offers, allowing you to easily organize and search them into the library.

  4. Create the offers’ content and properties.

  5. Create fallback offers, which are the last resort offers to display if customers are not eligible for any of the selected offers.

Create placements

Create decision rules

Create tags

Create offers' content and properties

Create fallback offers

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