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 in creating a fulfillment offer. Complete Step 1. Select Offer Type before completing this task. Continue with Step 3. Define Creative Content.

Step 2.1. Configure offer

Set the basic attributes for the fulfillment offer.

  1. On the Setup tab, select Config Offer.
  2. Configure the following attributes for the booking offer.

    AttributeDescription
    Offer Title

    For internal use only.

    • Title – Initially set with the value entered in the Add Offer modal. Displayed in the Offers dashboard.
    • POS Discount ID – Corresponding offer ID for the client point-of-sale or ecom system. This 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.

    Issuance Period

    Time period when the customer can receive the offer.

    • Offer Start Date – Date when the offer becomes valid and can be acquired by the customer.
    • Offer End Date – Defaults to “No End Date”, where the offer is valid until you deactivate it. When unchecked, a date field is present to define when the offer is no longer valid.
    Redemption Period

    Designates the time when the customer can begin using the offer.

    Can Be Used – Determines the time range of the redemption period. Options are:

    • Same as issuance period
    • Fixed date range
    • Duration after issuance
    • Never expires

    "Same as issuance period" and "Never expires" do not require any additional settings.

    “Fixed date range" requires you to enter the start and end dates. If the Issuance Period is set to "No End Date", you cannot set a Redemption Period end date.

    “Duration after issuance” requires you set a fixed period that the offers remains valid.

    Offer Weight & Value (Optional)

    Sets priority and monetary value of the offer:

    • Weight – Drives offer display priority and default sorting (for example, in a reward store). List is arranged in ascending order.
    • Monetary Value – Estimated dollar value of the offer given to the customer.
    • Value After End Date – If an offer expires, it retains the 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.
    Reward Store

    Specify if the reward is available in a reward store.

    • 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.
    Custom Data (Optional)

    Configures the optional key value data you can input for any miscellaneous data that should be kept with the offer.

    Requires Extended Data – “Yes” or “No” toggle for designating if the offer requires capability to store extension data to make this offer compatible with other data sets.

  3. Click Save and Continue.

Step 2.2. Set issuance restrictions

Set the frequency, inventory and quantity restrictions for the offer.

  1. Select Issuance Restrictions.
  2. Enter values for the following:
    3. Restriction Description
    Frequency Restriction Indicates how often a customer can acquire the offer from the reward store or by other means like campaigns, loyalty rules, and so on. Amounts can be defined at a per-customer level or as a global acquisition cap for the selected time period.
    Inventory Restriction Defines the total quantity of offers that can be issued at a customer or global level.
    Quantity Restriction Limits the number of offers that can be selected by Selection Offer each time. By default, stand alone offers that are non-selection offers are incremented one at a time.

  3. Click Save and Continue.

Step 2.3. Set redemption restrictions

Set the store and use redemption restrictions for the offer.

  1. Enter values for the following:
    RestrictionDescription
    Store RestrictionIndicates locations that are included in or excluded from the offer.
    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