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Introduction

Antavo’s Offer management module delivers pre-purchase incentives to selected customers both online and offline. You can create cart or item discounts in the Backoffice so that we can provide the necessary offer information that your customers can choose right at the checkout. Antavo can enable the redemption of offers by giving you the list of applicable offers on a cart, but you need to implement the solution in your checkout process that reduces the actual basket value based on the settings of an applicable offer.

Setting up a new offer

Find the configuration page of the Offers module by clicking on the Price tag icon in the sidebar or typing “Offers” to the search bar of the Modules menu. The page will open to a list of offers that are already set up.

  • Click on the ‘Create new offer’ button on the Offer management sidebar.

Common settings of offer types

  • Add the name of the offer:
    This will be the name of the offer on the Antavo Backoffice and you can also use the Offers API to request this information.

  • Set the type of the offer to create:

    • Cart offer
      The cart type of offer applies a discount on the basket value of the purchase on the condition that the cart contains specific products and/or the basket value is between the predefined minimum and maximum values.

    • Item offer
      The item type of offer applies a discount on an item or on items in the cart. The application of the discount can optionally be restricted to a minimum and maximum basket value.

    • Combined offer
      The combined offer applies a discount on an item or on items if the cart contains specific products and/or the basket value is between the predefined minimum and maximum values.

  • Add the priority of the offer in the ‘Weight’ field
    The priority defines the displayed order of the offers, the lower number means higher priority.

  • Select a coupon pool if you want Antavo to assign coupons to offers based on pools you have already created in the Backoffice, you can select one from the dropdown menu. When the coupon pool has been selected the help text displays information on the source, type, and amount settings of the pool and the number of coupon combinations available.

  • Restrictions
    Based on the restrictions set below (except for the ‘Exclusive’ checkbox) Antavo filters the list of applicable offers when providing them through the Offers API.

    • Recurring checkbox:

      • Recurring offers can happen:

        • weekly - define here the recurring days from Monday to Sunday for your offer and the start and end time of the day

        • monthly - define here the recurring calendar days for your offer and the start and end time of the day

        • yearly - define here the recurring month, days, and the start and end time of the day

    • Redemption start and end date
      These settings are only applicable in case the Recurring checkbox is turned off, you can use them to set the timeframe in which customers can redeem this offer.
      Please note, that offers cannot be redeemed before the issuance start date (find instructions below), even if the redemption start date is an earlier date.

    • Number of applications and the customer’s redemption frequency

      • Set the number of times the offer can be redeemed per customer in the ‘Number of applications' configuration field. Leave empty for no limit.
        Example: In case you’d restrict customers to have the offer applied to only 5 of their purchases, set the Number of applications to '5'.

      • Set the number of times the offer can be redeemed per customer within a week, a month, or a year in the ‘Redemption frequency’ configuration fields.
        Example: In case you’d let customers apply the offer on their purchases only once a week, set the Redemption frequency to ‘1 per week’.

        Please note, that Antavo can only filter the offers based on the ‘Number of application’ and ‘Redemption frequency’ values if you provide offer redemption information in the transactional data that you send.

    • Segments
      Define the segments and/or lists that can use this offer. In case you add more segments, the offer will be available for customers who are members of any of the segments added.

    • Stores
      Define your brand's stores that can use this offer. Leave empty for no restriction.
      Store restriction is only available if you have added your stores in the Store Management module.

    • Exclusive
      Offers can be added as exclusive, which means that they cannot be used together with any other offer in the same checkout.

  • Cart
    Add a minimum and maximum total basket value to restrict the availability of offers to specific cart totals

  • Discount
    Define the discount to be applied on the cart total or on specific item(s) in the cart.

    • Type

      • Fixed price

      • Fixed discount

      • Percentage discount

    • Value

  • Offer card
    If you’d like to add Offer cards to your membership site to display the offers available to customers, please fill the fields below, so that we can provide all the necessary information via Display API.

    • Enabled on the membership site
      In case this option is not enabled, the Display API will not add the offer to the API response when you query the list of the available offers for a specific customer.

    • Title
      The title is provided by API endpoints.

    • Description
      The description is provided by API endpoints.

    • Image
      The image is provided by API endpoints in 3 sizes (small, medium, and large).

    • Issuance start date and end date
      The Display API returns the offer in the list of available offers between the end and start date and the offer can be assigned to customers within this timeframe.
      Please note, that offers cannot be redeemed before the issuance start date, even if the redemption start date is an earlier date.

    • Display ‘coming soon’ before start date
      In case this option is not enabled, the Display API will add the offer to the API response even before the Issuance start date.

    • Display offer only for the selected segments
      In case this option is not disabled, the Display API will add the offer to the API response even if the customer is not eligible for the offer based on the Segment restriction.

    • Inventory size
      The number of offers available to be assigned per customer or globally.
      Examples: In case you’d restrict specific customers to be assigned to the offer up to 5 times, set the inventory to ‘5 per customer' or you want to assign the offer only 5 times globally, set the inventory to '5 globally’.

    • Issuance frequency
      The frequency in which the offer can be assigned to a specific customer per day, per week, per month, or per year.
      Examples: In case you’d assign the offer to one specific customer only once a day, set the Issuance frequency to ‘1 per day'.

Specific settings of offer types

  • Required items – applicable to cart and combined types of offers Product items that have to be included in the cart to be able to use the offer.

    • Match ‘any’ or ‘all’ option defines if all or at least one of the required items should be added to the card.

    • You can specify a product or product catalog uploaded in the product catalog, or enter a list of product IDs

  • Eligible items – applicable to the item and combined types of offers.

    • Match ‘any’ or ‘all’ option defines if all or at least one of the eligible items should be added to the card.

    • You can specify a product or product catalog uploaded in the product catalog, or enter a list of product IDs

  • Discount
    Besides the Type and Value of the discount, you can add a Target and a Maximum quantity to the item and combined items where discounts can be applied on item(s) in the cart.

    • Target – you can grant the discount on all eligible items in the cart, or only on the cheapest/most expensive item.

    • Max quantity – set the quantity of eligible item(s) that the offer can discount.

Saving and activating an offer

Once you have entered all the information required for the offer, save your settings using the ‘Save’ button at the bottom of the setup page. First, the offer will be saved as ‘inactive’, which means the offer will not be forwarded by the Offers API and will appear only in the list of offers in the Offer management configuration.

After you have saved your new offer, you can activate it right away using the ‘Set active’ button on the upper right-hand side of the offer setup page and confirm the activation in the dialog that subsequently appears.

Managing an offer

Editing an offer

  • Go to the Offers Management page

  • Click on the Edit button next to an offer you want to edit

  • Edit your offer

  • Click ‘Save’.

Deactivating an offer

  • Go to the Offers Management page

  • Click on the Edit button next to an offer you want to inactivate

  • Click on the ‘Set inactive’ button on the upper right-hand side of the page

  • Confirm your choice in the dialog that appears.

Archiving an offer

You have the option to delete inactive offers from the Offers list by archiving it.

  • Go to the Offers management page

  • Click on the inactive offer you want to archive

  • Click on the ‘Archive’ button on the upper right-hand side of the page

  • Confirm your choice in the dialog that appears Archivation is irreversible. Once an offer is archived, it cannot be restored anymore.

Searching for an offer

Use the search bar to search for a specific offer’s name in the offer list on the Offer management page.

Filtering offers

Filter your offers on the Antavo Back Office by clicking the ‘Filters’ button at the top of the module configuration page. There are three options: filter offers by type, status, or both. Just click ‘Apply’ to see the filtered list, or ‘Reset’ to choose a new filtering method.

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