---
title: Lab: Creating an Offer
slug: capital-group-hol/lab-creating-an-offer
description: >-
docTags: 
createdAt: 2024-01-30T21:38:12.477Z
---

```yaml
description: >-
  This set of labs will walk through the steps needed to create a Personalized
  Offer and a Fallback Offer in Adobe Journey Optimizer.
```

## Create a Personalized Offer

1. Click on “Offers” from the Left Menu.



   ![](https://adbecdn.azureedge.net/labs/archbee/capitalGroupHOL/image161.png)
2. Click on Create Offer.



   ![](https://adbecdn.azureedge.net/labs/archbee/capitalGroupHOL/image217.png)
3. Select “Personalized Offer”.



   ![](https://adbecdn.azureedge.net/labs/archbee/capitalGroupHOL/image178.png)
4. For the name of the Offer, type “Request Consultation - INITIALS”.



   ![](https://adbecdn.azureedge.net/labs/archbee/capitalGroupHOL/personalizedOfferDetails.png)
5. Populate the date ranges for Start and End Dates.



   ![](https://adbecdn.azureedge.net/labs/archbee/capitalGroupHOL/image124.png)
6. Add tags. – Example: RIA Tools - Initials. Click “Next”.
7. Select *Email* as the Channel.
8. Select 
   *Email – Image - Initials*
    as the Placement.



   ![](https://adbecdn.azureedge.net/labs/archbee/capitalGroupHOL/image23.png)
9. Select the Assets Library.
10. Click Browse.



    ![](https://adbecdn.azureedge.net/labs/archbee/capitalGroupHOL/image272.png)
11. Search for an appropriate Image. Click Select.



    ![](https://adbecdn.azureedge.net/labs/archbee/capitalGroupHOL/Assets.png)
12. Provide a Destination Link (
    [https://www.capitalgroup.com/ria/tools/portfolio-consulting.html](https://www.capitalgroup.com/ria/tools/portfolio-consulting.html)
    ). Click Next.



    ![](https://adbecdn.azureedge.net/labs/archbee/capitalGroupHOL/PersoReps.png)
13. Set Offer Eligibility. Select Eligibility Constraint "Visitor Who Fall Into one or multiple audiences":



    ![](https://adbecdn.azureedge.net/labs/archbee/capitalGroupHOL/image26.png)
14. Select "Select Interested - Portfolio Consultation" as the criteria:

    ![](https://adbecdn.azureedge.net/labs/archbee/capitalGroupHOL/image27.png)

     
15. Set Priority: 0. Set No Capping. Then Click Next.
16. Review your Offer Details. Click Finish and Save and Approve.



    ![](https://adbecdn.azureedge.net/labs/archbee/capitalGroupHOL/PersonalizedOfferFinal.png)

## Create a Fallback Offer

1. Click Create Offer.



   ![](https://adbecdn.azureedge.net/labs/archbee/capitalGroupHOL/image290.png)
2. Select Fallback offer. Click Next.



   ![](https://adbecdn.azureedge.net/labs/archbee/capitalGroupHOL/image167.png)
3. Name offer "Holistic Strategy - Initials"and provide your collection qualifier. Click Next: 

   :::Iframe{code="<div align=&#x22;left&#x22;>"}

   :::

   ![](https://adbecdn.azureedge.net/labs/archbee/capitalGroupHOL/OfferFallbackDetails.png)

    
4. Select Email for Channel, and Email - Image for Placement. Click Browse.



   ![](https://adbecdn.azureedge.net/labs/archbee/capitalGroupHOL/image20.png)
5. Choose an image and provide a destination link ([https://www.capitalgroup.com/ria/tools/wealth-strategy.html](https://www.capitalgroup.com/ria/tools/wealth-strategy.html)) . Click Next:

   :::Iframe{code="<div align=&#x22;left&#x22;>"}

   :::

   ![](https://adbecdn.azureedge.net/labs/archbee/capitalGroupHOL/RepFallback.png)

    
6. Review fallback offer. Click Finish. Click Save and Approve:&#x20;

   ![](https://adbecdn.azureedge.net/labs/archbee/capitalGroupHOL/fallbackFinal.png)
7. **End of Lab**