Creating offers

Create offers to represent the marketing messages that you want to communicate to customers or prospects.

Before you can create an offer, an administrator must create at least one offer template and you must have permission to use that template. To be able to create offers in a folder, you must have appropriate permissions in the security policy that governs that folder.

Whether you create a new offer or a new version of an existing offer depends on how your administrator defined offer templates. You must create a new offer in the following situations:

Whenever non-parameterized offer fields change.

When you need a new offer code for tracking purposes (for example, for pre-printing response codes on mailers).

To create an offer you can follow this procedure, or you can duplicate an existing offer and then edit it.

Select Campaign > Offers.

Click the Add an Offer icon

If only one offer template exists, the New Offer page opens. If there is more than one offer template, you are prompted to select an offer template on which to base your new offer.

Template names that are displayed in gray are retired and cannot be used for creating offers.

Click Continue.

Use the New Offer page to define the offer. The fields that you see depend on the offer template that is being used. However, the following fields are always included:

Offer Name	Offer names have specific character restrictions. See Special characters in IBM Campaign object names.
Security Policy	A policy that is defined by your administrator.
Description	Optional.
Offer Code	Offers are identified with unique system-assigned offer codes based on a format that is specified by your company. If you override or regenerate offer codes, Campaign cannot assure that the new offer code is unique. If you use a non-unique offer code for response tracking, your results can be inaccurate. For details about offer codes, see the Campaign Administrator's Guide.
Relevant Products	Optionally, list any product IDs to use for inferred response tracking. For example, you might want a Gum purchase to be considered a response to your Candy offer.
Parameterized Attributes	Optionally, select values and specify defaults. The values that you can view and change in the Parameterized Attributes section are defined by the offer template you are using. Parameterized attributes are offer attributes whose values can be supplied when the offer is assigned. The Parameterized Attributes section might contain fields, buttons, or drop-downs from which you can select predefined values or enter your own default values. You can modify the Parameterized Attributes section only if the offer template has defined parameterized attributes. If a list of values is available and you are allowed to add values to it, you see an Add button next to the attribute. For example, you might add the value 25% to a "Discount" offer list. If you add list items, those additions are saved back to the custom attribute so they are available to all users. After you save changes, you cannot remove any items that you added. Only administrators can remove items from lists, by modifying the custom attribute.
Offer Suppression for Real Time Interactions	Optionally, determine whether to stop presenting this offer in real-time interactions based on criteria you specify. This section is displayed only if you are defining an offer using a template that has Allow offers created from this template to be used in real-time interactions selected. For example, you might suppress this offer from being presented to visitors who have explicitly rejected it, or you might want to suppress the offer after it has been presented to a visitor a certain number of times. For detailed information on using the Offer Suppression for Real Time Interactions section, see the Interact User's Guide.

Click Save Changes.

To use the offer, assign it to a cell in a flowchart or a target cell spreadsheet (TCS).