Set up selection offer

Set up a Selection offer that bundles individual offers into a single collection from which a customer can select a set number of items.

About this task

This task describes step 2 in creating a selection 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 selection offer.

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

    AttributeDescription
    Offer Title

    For internal use only.

    • Title – Initially set with the value entered in the Add Offer modal. The Offer Title can be seen in the Offers dashboard.
    • POS Discount ID – Corresponding offer ID for the client point-of-sale or ecom system. value is returned in the Lock API and is useful in implementations where the point-of-sale 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 When unchecked, a date field is present to define when the offer is no longer valid.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.

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

    “Duration after issuance” lets 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 established 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 shown in a store or not.

    • 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. Specify grouped offers

Specify how many times a customer can select a child offer.

  1. Enter the number of times a customer can select from the collection of offers in the Number of Selections field.
  2. Click Add Occurrence to open a modal where you create the child offers. Supply a title and description, which appear on the Selected Offers section of the Grouped Offers subsection. Once the Occurrence child offer is created, it is listed in the Selected Offers section.
  3. Click edit for the offer to finish the offer configuration. Child offers follow the same pattern as any other offer, with the Setup, Creative and Publish tabs.
  4. Click Save and Continue.

Step 2.3. 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 2.4. 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