Lab: Creating an Offer
(Note: Actual Offers created in the actual HOL may vary slightly from the steps below, due to presenter preferences, industry vertical or data being loaded at the time of the HOL.)
Create a Personalized Offer
Click on “Offers” from the Left Menu
Click on Create Offer
Select “Personalized Offer”
For name of Offer, type “Credit Card Offer”.
Populate the date ranges for Start and End Dates
Add tags. – Example: Credit Card. Click “Next”
Select the FSI Folder. Select
Email
as the Channel.
Select
Email – Image
as the Placement
Click Browse
Search for an appropriate Image. Click Select.
Provide a Destination Link. Click Next
Set Offer Eligibility. Select Visitors who fall into one or multiple segments
Example Segments: Credit Score > 800; Customers with No Credit Cards:
\
Set Priority: 0. Set Capping: 25. Click Next
\
Review your Offer Details. Click Finish and Save and Approve
Create a Fallback Offer
Click Create Offer
Select Fallback offer. Click Next
Name offer
Select Email for Channel, and Email - Image for Placement. Click Browse
Review fallback offer. Click Finish
- End of Lab