Retiring offers or offer lists
If you have the appropriate permissions, you can retire offers and offer lists to prevent their further use. Retired offers can no longer be assigned and cannot be given out as part of an offer list.
Retired offers remain visible in the offer hierarchy but are grayed out. They can be found using the search feature, can be duplicated to create new offers, and are available for reporting.
*
Retiring an offer does not affect campaigns or flowcharts in which the offer has already been used, and maintains the data integrity with any system table data that has been generated based on the offer, such as contact and response history.
You can clean up static offer lists by deleting retired offers from them. Smart offer lists do not require cleanup as they will resolve only to non-retired offers matching their query criteria.
The procedure for retiring offers is the same as that for retiring offer lists, and you can retire offers and offer lists in the same operation.
1.
From the Offers page, select any offers or offer lists that you want to retire, and click the Retire Selected Lists icon Page with stop sign icon.
Another way to retire an offer is to view its Offer Summary page and click the Retire This Offer icon Page with stop sign icon. However, this method is available only for offers, not offer lists.
2.
The selected offers and offer lists are retired and display in gray.