View offers issued to customer

View the offers that have been issued to a customer. Information is shown for offers that have been issued, redeemed, have expired or are still available.

About this task

The Offers tab is added to a customer profile when your company uses the Campaigns module.

Steps

  1. Search and locate the customer. See Search Customers for more information.
  2. Click the Offers tab to see offer information (described in detail below).

Detailed information

Issued tab

Lists all offers issued to this customer (also known as the user’s wallet). Use the quick action button on the right to assist a customer:

  • Mark as Redeemed - Redeems the offer on behalf of the customer. For ACCR, as agents are entering the FLXM code when booking on behalf of the customer, this is not used.
  • Revoke and Exclude - Revokes the offer from the user’s wallet and returns it to inventory.
  • Change Redemption Dates - Overrides the redemption dates of an offer, allowing it to be redeemed after the original redemption date has expired.
  • Update User Offer FlexField - Adds meta data to the user offer if needed by another system. For ACCR, it will be unlikely that this will be used.

Redeemed tab

Lists all offers redeemed by this customer. Use the quick action button on the right to return a redeemed item to the Issued state, allowing it to be shown again in the user’s wallet. For example, if the offer was consumed for a transaction but the transaction was later canceled.

Expired tab

Lists all offers issued to a customer that have expired due to the rules of the offer.

Available tab

Lists all active offers in the Offers module that can be issued to a customer. Use the quick action button on the right to issue an offer to a user, making it immediately available in the user's wallet and listed on the Issued tab.