Set up Fulfillment offer

Set up a Fulfillment offer, which includes the following types:

  • Digital – Offer is a digital gift card provided via email.
  • Manual – Offer can be picked up on location (in-store, at the restaurant, and so on).
  • Physical – Offer sent via courier, such as USPS.

About this task

This task describes Step 2 (Set Up Offer) in creating a Fulfillment offer. Complete Step 1. Select Offer Type before completing this task. Continue with Step 3. Define Creative Content.

The Setup tab includes three subsections: Offer Config, Issuance Restrictions, Redemption Restrictions. The configuration steps for each subsection are described in detail below.

Step 2.1. Offer config

Configure multiple attributes for the offer configuration, detailed below.

  1. Name the offer and provide a POS discount ID, if applicable.

    Field Description

    Title

    		 Internal (non-customer-facing) name for the offer, displayed in the Offers dashboard.
    POS Discount ID

    This field is optional. Corresponding offer ID for the client point-of-sale (POS) or E-commerce system. Value is returned in the Lock API. Useful in implementations where the POS or ecom system is the system-of-record for the offer or responsible for repricing.

  2. Set the issuance period, which is the time period when the offer can be acquired by the customer.

    Field Description

    Start Date

    Date when the offer can start being acquired by customers.
    End Date

    Date when the offer can no longer be acquired by customers. Defaults to “No End Date”, meaning the offer can be acquired until manually deactivated within this module. When the “No End Date” option is unchecked, a date field is displayed, allowing you to define a specific end date for offer availability.

  3. Set the redemption period, which designates when the customer can begin using (redeeming) the offer.

    Field Description

    Can Be Used

    Determines the time range of the redemption period. The options are:

    • Same as issuance period: Offer can be redeemed following the same time period set for the issuance period.

    • Fixed date range: Offer can only be redeemed within a specific date range. Note that if the Issuance Period is set to “No End Date”, you cannot set a redemption period end date either.

    • Duration after issuance: Set a fixed period of time (number of days, weeks, months, etc.) that a customer can redeem an offer after issuance.

    • Never expires: Offer never expires once a user has acquired it.

  4. Optional. Set the offer weight & value, which sets the priority and monetary value of the offer.

    Field Description

    Weight

    Drives offer display priority and default sorting (for example, in a reward store). Numbers can be between 1-999, with lower numbers indicating higher priority.
    Monetary Value Estimated dollar value of the offer given to the customer. Typically only used if you need to pass the offer as a separate value to other systems.
    Value After End Date

    After an offer expires, it can still retain the monetary value set here. For example, if you enter “2,” the offer turns into a $2 Fixed Amount discount at the end of the validity period, regardless of its initial value.
  5. Configure whether you want this offer to be available in a reward store. Note that an offer will still be available to add to a reward store even if these fields are not filled out.

    6. Field Description

    Reward Store Toggle

    “Yes” or “No” toggle. Selection designates if the offer should be available in a reward store (for brands with a reward store).
    Points

    If offer is available in a reward store, the cost (in points) to purchase the offer.

  6. Optional. Configure key value data for any miscellaneous data that should be kept with the offer.
    7. Field Description

    Requires Extended Data

    “Yes” or “No” toggle for designating if the offer requires an update with 3rd party metadata as part of offer issuance to a customer.

    Example: Airline has 3rd party system that must update redemption dates to coincide with customer travel dates prior to offer issuance.
    Custom Data

    Fields to store miscellaneous data that should be kept with the offer. Click Edit to enter property fields and values.

    Example: You want an offer to automatically redeem for customers without them having to do anything. Your POS may be configured to look for an ‘auto redeem’ property on the offer.
  7. Click Save and Continue.

Step 2.2. Set issuance restrictions

Set restrictions for how often a customer can be issued an offer, whether it be via a reward store, loyalty rules, campaign, etc. Applying issuance restrictions to an offer is optional.

  1. Select the issuance restriction(s) you’d like to apply from the dropdown and enter the necessary values.
    2. Restriction Description
    Frequency Restriction Specify how often a customer can acquire the offer (whether it be from the reward store, campaigns, loyalty rules, and so on). Can be defined at a per user level or as a global acquisition cap (i.e. your entire customer base) for the selected time-period.
    Inventory Restriction Defines the total quantity of offers that can be issued (i.e. that are available) at a per user or global level (i.e. your entire customer base).
    Quantity Restriction This restriction is only applicable for Selection offers. Limits the number of offers that can be selected by Selection Offer each time. This restriction will only apply to an offer that is a child of a Selection offer, as a way to limit the number of selections available. By default, stand alone offers that are non-selection offers are incremented one at a time.

  2. Click Save and Continue.

Step 2.3. Set redemption restrictions

Set restrictions for how often a customer can use or redeem the offer. Applying redemption restrictions to an offer is optional.

  1. Select the redemption restriction(s) you’d like to apply from the dropdown and enter the necessary values:
    RestrictionDescription
    Store Location Restriction Specify locations that are included in or excluded from where the offer can be redeemed. If no store location restriction is set, the offer can be redeemed at any store.
    Use RestrictionIndicates how many times an offer can be used in a given time period by a customer.

  2. Click Save and Continue.

Next step

Step 3. Define Creative Content