Activity Offers
An offer is a benefit, such as a product, service, or discount. The Offers module in an activity displays all the offers associated with the activity. Offers you create in an activity can be specific to an activity, or available to all activities.
You work for a bank that will celebrate its twenty-fifth anniversary later this year. You plan a campaign that includes an offer for customers with gold credit card accounts to upgrade to platinum accounts. Because this campaign will occur only once, you decide that the offer, incentive, and treatments should be specific to the campaign's activity. You create the offer in the Offers module in the activity.
Key Fields
Details
Field | Description |
---|---|
Offer Code |
Type an offer code, which you use to track the offer in activities. Your organization defines the format for offer codes. |
Offer Type |
Select the offer type, which is a system type. |
Channels |
Optionally, select the media or methods, such as television or direct mail, through which you deliver treatments associated with the offer. The channels determine the treatments you can associate with the offer. If you do not select any channels, you can associate any treatment in the activity with the offer. A channel is a system type. |
Sub-Activities |
Select any sub-activities to associate with the activity offer. You can select any of the sub-activities associated with the activity. |
Estimated Quantity |
This field indicates the estimated number of recipients who will receive the offer. The value is calculated by adding the estimated quantities specified for all the cells with which the offer is associated. |
Actual Quantity |
This field indicates the total number of recipients who will receive the offer. The value is calculated by adding the actual quantities specified for all the cells with which the offer is associated. |
Estimated Cost |
This field indicates the estimated cost of the offer, which is based on the estimated costs of the offer's associated incentive and treatments. |
Actual Cost |
This field indicates the offer's actual cost, which is based on the actual costs of the offer's associated incentive and treatments. |
Estimated Revenue |
This field appears if the Show Estimated Revenue in Offers and Cells system parameter is set to Yes. This field indicates the estimated revenue that will be generated by all the cells associated with the offer. |
Revenue Per Offer |
This field appears if the Show Estimated Revenue in Offers and Cells system parameter is set to Yes. This field indicates the estimated revenue that will be generated by each recipient who responds to the offer. |
Status |
Select the status of the offer:
|
Begin Date |
Select the date the offer begins. |
Expiration Date |
Select the date the offer ends. When an offer's expiration date occurs, the offer's status changes to Expired. |
Incentive |
Select the offer's incentive from the incentives associated with the activity. You can also create an incentive for an activity-specific offer from the Offers module in an activity. The offer's offer type and offer types specified for incentives determine the incentives available for selection. An incentive is available to select when one of these conditions is met:
|
Products |
Select the products to associate with the offer. |
Activity-Specific |
Choose whether the offer is available only to the current activity or to all activities. You can edit this field if it is set to Yes. If you select No and save the record, you cannot change the value of this field. |
Additional Fields, Sections, and Tabs
Your system administrator can create additional fields for some objects and make them available for certain system types. Additional fields appear on the Details tab in the Additional Details section or in other sections or on other tabs that the system administrator creates.
For more information about an additional field, section, or tab, contact your system administrator. For more information about additional fields in general, see Additional Fields.