Offers are the rewards that you offer to loyalty members. They consist of two types, personalized and tiered.
Personalized are rewards that are offered to customers without a point cost.
Tiered rewards do have a point cost. They are offered only to members that have enough points to redeem it. For example, if a reward costs 100 points, only customers with 100+ points would see this.
For each type of offer, recommendation rules can be created. These rules indicates what contact attributes (they purchased recently, they are female and so on) a member should have, to be able to see the offer. For example, a nightclub offer may only be visible to 18+ members.
The Offer Management functionality is available to all customers, at no extra cost. Please get in touch if you'd like this added to your account.
Creating a offer
To create a new offer, go to the Offer Management tab.
- Fill in the 'Offer details' section. The Name and Type fields are mandatory. All other fields in this section are optional.
Name: Give your offer a name. E.g. £10 shop voucher.
Type: Select whether you want a 'Personalized offer' or 'Tiered reward' from the 'Type' drop-down list.
Offer ID: This is a unique offer ID to help you identify this offer.
Merchant: Enter the merchant. E.g. For a shop voucher, the merchant would be the shop.
Experience type: Enter the experience type
Start date: The date the offer should start.
End date: The date the offer should end.
Stock level: This is how many items you have in stock. If you have unlimited stock. tick 'Not Applicable'.
- The statistics section is not editable. This will populate once the offer goes live. If you want to reset the statistics to zero, press the reset button.
You'll also see the statistics from the 'Offers' page.
First recommended date: This shows the first time the offer was recommended to a customer.
No. of impressions: This is the number of times the offer has been shown to a member.
No. of times viewed: This is how many times the member has viewed this offer. In this instance, they have clicked to view the details of the offer.
No. of times redeemed: This is how many times the offer has been redeemed by members.
Conversion rate (%): This is the percentage of people that viewed the offer, then went ahead and redeemed it.
Statistics reset date: This is the date/time the statistics were last reset.
- Fill in the final 'Offer details' details, as necessary:
Point cost: If you've selected 'Tiered reward', you can enter how much this costs in points.
Available for recommendation: Tick this to make your offer active. If you tick this, these fields become mandatory: Name, Type, Offer ID, Merchant, Start Date, End Date, Redemption action, Short description, Long description, Image URL #1, Terms & Conditions.
Multiple Redemption: Tick this if you want this offer to be available for multiple redemption's.
Award points for redemption: Tick this, if you want customers to be rewarded with points for completing the offer.
Supplier lead time: Is the time it usually takes to re-order the item quantity of the offer. This is useful for ensuring when the item stock is low, you order more before you run out.
Reward Perceived Value: Is how much this item should cost.
- Next, add tags in the 'Offer tags' section. Offer tags are a way to ‘tag’ an offer with words or phrases that best summaries the offer. For example, an offer for ‘free morning coffee when ordering a bacon roll’ could have tags ‘breakfast’ and ‘coffee’.
These tags can then be used to ‘match’ offers to customers. To learn more about tags, see Recommendation Rules.
- In the 'Redemption action' section, choose an action.
Email fulfillment team: If you select this option, you'll need to choose what message is sent. The email address this is sent to would've been set up when you joined us. If you want to change this, please get in touch.
Voucher redemption: If you select this option, you'll need to choose what message is sent, what vouchers to use and the voucher expiry.
- Complete the 'offer content' section:Short description: A brief description of the offer.
Long description: A more detailed description of the offer.
Image URL #1, #2, #3 and any Alt text: You can add up to three image URLs, alongside any Alt text. You can link to images within the Horizon repository or from an alternative source.
URL #1, #2#, #3 and any Anchor text: You can add three additional URLs, alongside any Anchor text.
Terms & Conditions: Add any text about the terms & conditions of the offer.
Each of the above attributes are also available for use as smart inserts. This means you can place a contacts ‘best offer’ within any of your Horizon message or publication content.
- The last section is 'Fulfillment questions':
Here you can ask any questions you'd like members to answer, to complete the offer. E.g. You could ask them to confirm their delivery address.
On the offers screen, you can view, edit, clone or delete an offer, using the action buttons on the right.