Create an offer
An offer is a marketing message that contains information you can present to a guest in multiple channels. Offers are based on offer templates. When you create an offer, you must select the offer template to use as a base.
To create an offer:
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On the navigation menu, click Library > Offers.
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Click Create Offer.
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In the Offer Templates window, click the Offer Template to use as a base for the Offer.
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On the Create Offer page, complete or verify the following fields:
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Name - enter a name for the offer.
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Description - enter a description for the offer.
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Template - displays the Offer Template you clicked to use as a base for the offer.
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Status - select active or inactive from the drop-down list. If you click inactive, the offer can not be shown to a guest.
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Scheduled - this switch enables you to schedule an offer to be shown between certain dates. To schedule an offer:
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turn on the Scheduled switch. A Start/End Date field displays.
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Click Select date range to select the first and last dates to show the offer.
NoteInactive offers are not shown to guests even if they are within the scheduled dates.
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Validate Offer against the Product Catalog - this switch enables you to validate the offer against your organization's product catalog. This button is disabled for organizations that do not integrate their product catalog with Sitecore CDP.
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Attributes - various offer attribute fields display depending on the offer template that you clicked to base the offer. Complete the appropriate offer attributes fields.
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Click Save.