---
title: Lab: Creating an Offer
slug: gm-ajo-hol-sep-2025/lab-creating-an-offer
description: >-
docTags: 
createdAt: 2023-12-13T20:36:44.311Z
---

(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

1. Click on “Offers” from the Left Menu 


   ::Image[]{src="https://adbecdn.azureedge.net/labs/archbee/CreditSuisseAJO/image180.png" size="54" width="158" height="51" darkWidth="158" darkHeight="51" position="center" showCaption="false"}
2. Click on Create Offer


   ::Image[]{src="https://adbecdn.azureedge.net/labs/archbee/CreditSuisseAJO/image233.png" size="44" width="122" height="44" darkWidth="122" darkHeight="44" position="center" showCaption="false"}
3. Select “Personalized Offer”


   ::Image[]{src="https://adbecdn.azureedge.net/labs/archbee/CreditSuisseAJO/image195.png" size="70" width="489" height="435" darkWidth="489" darkHeight="435" position="center" showCaption="false"}
4. For name of Offer, type “Credit Card Offer”. 


   ::Image[]{src="https://adbecdn.azureedge.net/labs/archbee/CreditSuisseAJO/image148.png" size="66" width="590" height="660" darkWidth="590" darkHeight="660" position="center" showCaption="false"}
5. Populate the date ranges for Start and End Dates 


   ![](https://adbecdn.azureedge.net/labs/archbee/CreditSuisseAJO/image329.png)
6. Add tags. – Example: Credit Card. Click “Next”


   ![](https://adbecdn.azureedge.net/labs/archbee/CreditSuisseAJO/image291.png)
7. Select the FSI Folder. Select 
   *Email*
    as the Channel.


   ![](https://adbecdn.azureedge.net/labs/archbee/CreditSuisseAJO/image253.png)
8. Select 
   *Email – Image*
    as the Placement 


   ![](https://adbecdn.azureedge.net/labs/archbee/CreditSuisseAJO/image295.png)
9. Click Browse


   ![](https://adbecdn.azureedge.net/labs/archbee/CreditSuisseAJO/image44.png)
10. Search for an appropriate Image. Click Select.

     

    ![](https://adbecdn.azureedge.net/labs/archbee/CreditSuisseAJO/image16.png)
11. Provide a Destination Link. Click Next


    ![](https://adbecdn.azureedge.net/labs/archbee/CreditSuisseAJO/image77.png)
12. Set Offer Eligibility. Select Visitors who fall into one or multiple segments


    ![](https://adbecdn.azureedge.net/labs/archbee/CreditSuisseAJO/image237.png)
13. Example Segments: Credit Score > 800;  Customers with No Credit Cards:

    ![](https://adbecdn.azureedge.net/labs/archbee/CreditSuisseAJO/image63.png)

     \\
14. Set Priority: 0. Set Capping: 25. Click Next                             

    ![](https://adbecdn.azureedge.net/labs/archbee/CreditSuisseAJO/image90.png)

    \\
15. Review your Offer Details. Click Finish and Save and Approve


    ![](https://adbecdn.azureedge.net/labs/archbee/CreditSuisseAJO/image79.png)

## Create a Fallback Offer

1. Click Create Offer


   ![](https://adbecdn.azureedge.net/labs/archbee/CreditSuisseAJO/image58.png)
2. Select Fallback offer. Click Next


   ![](https://adbecdn.azureedge.net/labs/archbee/CreditSuisseAJO/image185.png)
3. Name offer


   ![](https://adbecdn.azureedge.net/labs/archbee/CreditSuisseAJO/image120.png)
4. Select Email for Channel, and Email - Image for Placement. Click Browse


   ![](https://adbecdn.azureedge.net/labs/archbee/CreditSuisseAJO/image40.png)
5. Review fallback offer. Click Finish


   ![](https://adbecdn.azureedge.net/labs/archbee/CreditSuisseAJO/image72.png)
6. End of Lab