Offer attributes

Offer attributes are the fields that define an offer. Offer Name, Description, and Channel are examples of an offer's attributes. Some attributes are specific to a type of offer. For example, interest rate might be an attribute of a credit card offer, but not of a "free shipping" offer.

There are three types of offer attribute:

Basic - the minimum set of fields required to define an offer: the offer name, the unique offer code, an offer description, and related products.

Standard - optional, pre-defined fields for defining an offer, for example, channel can be an optional attribute of an offer.

Custom - additional fields custom-created for your organization's definitions of offers, such as department, sponsor, promotional and go-to interest rates, stock-keeping unit numbers (SKUs), and so on. Custom attributes can be added to offer templates to further define an offer, or for offer analysis (for example, you can group offers by custom attribute for roll-up analysis). For more details about custom attributes, see "Custom Attributes" in the Campaign Administrator's Guide.

When you define offer attributes in an offer template, each attribute can be defined as either static or parameterized. The same offer attribute (for example, channel), could be static in one offer template, but parameterized in another.

Static attributes - these are offer attributes whose values do not change when you create a different version of the offer. For example, the channel, offer code, offer name, and description are static offer attributes.

Hidden static attributes - some static attributes, although part of the offer definition, can be designed to be invisible to users when they use the offer template to create offers. Hidden attributes therefore cannot be edited, but they can be tracked and reported on in the same way as other offer attributes. For example, a hidden static attribute could be the cost of the offer (the cost to your organization of administering the offer). You cannot change the value of this attribute, but it can be used in searches (for example, if you want to find all offers that cost less than $1.00 to administer), or in reporting (for example, in performance ROI analysis reports).

Parameterized attributes - these are offer attributes whose values you can fill in at offer assignment time by entering a value, choosing an option from a pre-defined drop-down list, specifying the value by using a field in the database, or by calculating values in derived fields. Any standard or custom offer attribute can be set up to be a parameter by your administrators when they create offer templates.

Parameterized attributes in offer templates have default values that you can override when the offer is created and when it is assigned. For example, the introductory interest rate for a credit card offer could be parameterized in its offer template so that users can select 5.99%, 8.99%, or 12.99% as the default interest rate from a drop-down list when they create an offer using this template. When the offer is subsequently used in a flowchart and assigned to a cell, users can then change the interest rate to a different value if necessary.