--- title: Create an offer slug: lab-checkout/create-an-offer description: >- docTags: createdAt: 2024-01-30T23:03:21.354Z --- :::hint{type="info"} Time to build. You've experienced the journey as a customer—now construct the orchestration in AEP that makes that experience real for your users. ::: # Offers - overview :::hint{type="info"} To log into the Adobe Experience Platform, check the [Environment & Access](docId\:G5pMd_RmYfUYuhQ6KOyOQ) page. ::: In Decisioning, catalogs serve as central containers for organizing decision items (aka **offers**). Each catalog is linked to an Adobe Experience Platform schema, encompassing all the attributes assignable to a decision item. For now, all created decision items are consolidated within a single “Offers” catalog, accessible via the **Catalogs** menu. To get an overview of all **offers** in the catalog: - In the menu on the left side, under **Decisioning**, click on **Catalogs.** - Select **Offers. **You will see all existing offers in the catalog. - ![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/Tpj-U4HxKC4CkcgkfCGm9_image.png) # Create an offer - Select **Create Item**. - Name your offer as `[{{LASTNAME}}] Engage - Priority Pickup Service`. - Select a **start date** and **end date **from the date pickers for which your offer is valid. - Leave the **priority** setting as the default. - Select the **Tag** `Luma+` from the drop down. These are the standard attributes of an offer; you'll notice below there is also a list of **Custom attributes**. These are specific attributes tailored to your needs that can be assigned to an offer. These values can be used to customise customer communication across different channels, ensuring a coherent and consistent message. - Expand **Offer Content > Text Content** section and set the below values accordingly: - Compact Description: `Skip the wait with priority in-store pickup. A faster, smoother way to collect your order when it’s ready.` - Compact Title: `Pick Up, Faster`. - Banner Call to Action: `Discover more`. - Expand the **Media Assets** panel: - For the **Image (High Resolution)** attribute, select **Add asset from library**. - Click **Add asset **to open the Asset Selector. - Search for `pickup`. - Click on `pickup Large.jpeg` then click **Select**. - Expand the **Navigation **panel and set the web URL to `https://dsn.adobe.com/web/hol-retail-prod/luma-plus` This will be used as CTA link. - Expand **Offer Metadata**. - Set Commercial objective: `Loyalty`. - Sales Stage: `Post-sale`. - Click **Next**. Leave the **Eligibility **and **Capping** settings as default. - Click **Next.** - Review the settings, then click **Save.** Your offer summary should contain all the information shown below: ![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/RZN5oAnZmbtvQPHfBh5F9_image.png) ![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/wYAasMrJW0lhEbWiLWKuJ_image.png) ![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/Bgs60NvDthFSvkvs-dLcA_image.png) Once you have verified the information, an offer must be approved to make it visible; click **Approve** in the top right corner. :::hint{type="success"} Your offer is now ready to be used! ::: # Create the offer collection :::hint{type="info"} **Collections** allow you to categorize and group your decision items according to your preferences. These categories are created by crafting rules that leverage the attributes of decision items. ::: You will now create a Collection of *post-sales offers* that you will use later in the lab. - In the menu on the left side, under **Decisioning**, click on **Catalogs**. - Select **Collections.** - Select **Create Collection.** - Name your Collection: `[{{LASTNAME}}] Engage - Post-sales collection` - In the Collection Rules, under **NUMBER OF ITEMS**, click on **Click to create a decision item...** - Click **Select attribute** button. - In the the attribute window, select **Offer** **Metadata **> **Sales Stage.** - Click **Save **to close the window. - Set the operand to `Equals` and the value to `Post-sale`in the dropdown menu. - Click **Add rule.** - Click **Select attribute** button. - In the the attribute window, select **Start date.** - Click **Save **to close the window. - Set the operand to `Is on or before` and the value to `12/31/2026`in the dropdown menu. Click **Preview collection** to see the offers that match the criteria. :::hint{type="info"} You'll see a lot of offers qualifying for the collection criteria; some of them are the examples created by the lab creator as reference; others are the offers created by other participants in the lab. ::: ![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/LoHFdyaDKYaKLFoA7ErIa_image.png) - Click the **Close** button once you have verified the offer selected by your collection. - The collection configuration should look like the image below: ![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/jCpVMb1c6x7_yyIbLYIDU_image.png) - Click **Create.** :::hint{type="success"} You've now configured a **Collection.** ::: # Create the selection strategy A selection strategy is reusable, and consists of a collection associated with an eligibility constraint and/or a ranking method to determine the offers to be shown. The strategy: - takes all Post-sales offers in the collection. - Applies eligibility rules. - Applies the ranking formula (if available). - Returns the top ranked offer(s). The Selection strategy decides which offer the customer will see. - In the menu on the left side, under **Decisioning**, click on **Strategy setup**. - Select **Selection strategies.** - Select **Create selection strategy.** - Name your selection strategy: `[{{LASTNAME}}] Engage - Selection strategy` - Click **Select collection**. - Select **Collection **previously created `[{{LASTNAME}}] Engage - Post-sales collection`and click **Save**. - Leave the Eligibility as All visitors. - *Note: Eligibility removes offers from consideration entirely, while ranking orders the remaining ones.* - Set the **Ranking Method **to `Offer priority` - Click **Create.** The selection strategy configuration: ![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/qengHFR6ZyWlE6vreHVIE_image.png) This connects the offer catalog and the ranking so that decisioning can choose the best offer for each customer! :::hint{type="success"} You have now configured a system that selects a different offer for each customer automatically. **How will this be used next?** This decision will now be called inside journey message so each customer is shown a personalised offer in real-time. The journey will request one offer from this strategy at send time. :::