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Offer Creation

Let's begin with creating a basic offer.

 

Step 1 - Campaign Section

This section has the following settings:

  • Campaign: The dropdown pre-selects the campaign depending on your method to create an offer. If you have already navigated to a particular campaign then the offer creation page will pre-select that campaign. However, if you have not navigated to a particular campaign and try to create an offer from the All Campaigns dashboard, the offer creation page will pre-select the last created campaign. It is a good practice to ensure that you have selected the right campaign and if not, you can always select the correct campaign from the dropdown list. After the creation of offer, any related reporting will be available under the selected campaign.

 

 

Step 2 - Redemption Section

Once you have created the offer, you would usually want the consumer to redeem this offer either manually or through point of sale integration. Plexure platform provides a number of methods the consumers may redeem the offer. Depending on the business requirements, the offer receiving device (e.g. a mobile app) may be developed in accordance to the offer redemption code type scheme. The redemption code types are described below:

  • Redemption Code Type - A Single Text Based Code: When you want your consumers to redeem the offer through their device using the same alphanumeric text based code or maybe generate a QR code / barcode through this this text, use this option. This is the default option selected from the dropdown when you try to create an offer. The redemption code type can be configured as per the following sub fields:
    • Text Code: This is the code that will be available to all the eligible consumers on their device when they redeem the offer.
    • Number Of Offers: This option allows you to choose whether you want this offer to be available to all eligible consumers or to finite number of eligible consumers as discussed below:
      • Unlimited offers until expiry date: This is the default option that is pre-selected while creating the offer. Selecting this option will enable all eligible consumers to redeem the offer at least once if Is Repeatable option is not checked. If certain consumers do not redeem the offer, the offer will lapse. If this option is selected along with Is Repeatableoption checked, then eligible consumers may redeem the offer unlimited number of times until the expiry date as per the frequency set in the Frequency field which becomes visible when Is Repeatable is checked.
      • Set number of offers available: Selecting this option will enable you to set a finite number of redemptions on the offer. Clicking on this option further displays the Maximum Redemptionsfield where you can enter the finite number. If the Is Repeatable option is not checked then first X number of eligible consumers are entitled to redeem the offer if the number of redemptions you enter is less than the total number of eligible consumers. However, if the Is Repeatable option is checked then the eligible consumers are entitled to redeem the offer multiple times until the expiry date or until all the redemptions are consumed, which ever is earliest. The respawned offer is available as per the frequency set in the Frequency field which becomes visible when Is Repeatable is checked. An important point to note here is that as long as a consumer has not redeemed the offer, that instance (copy) of the offer is available to other consumers for redemption. In brief, the redemptions on an offer in this case are available on a first come first served basis.

 

 

  • Redemption Code Type - An Auto Generated Code: When you want your consumers to redeem the offer through their device using a random unique alphanumeric text based code, use this option. The redemption code type can be configured as per the following sub fields:
    • Number Of Offers: This option allows you to choose whether you want this offer to be available to all eligible consumers or to finite number of eligible consumers as discussed below:
      • Unlimited offers until expiry date: This is the default option that is pre-selected while creating the offer. Selecting this option will enable all eligible consumers to redeem the offer at least once if Is Repeatable option is not checked. If certain consumers do not redeem the offer, the offer will lapse. If this option is selected along with Is Repeatableoption checked, then eligible consumers may redeem the offer unlimited number of times until the expiry date as per the frequency set in the Frequency field which becomes visible when Is Repeatable is checked.
      • Set number of offers available: Selecting this option will enable you to set a finite number of redemptions on the offer. Clicking on this option further displays the Maximum Redemptionsfield where you can enter the finite number. If the Is Repeatable option is not checked then first X number of eligible consumers are entitled to redeem the offer if the number of redemptions you enter is less than the total number of eligible consumers. However, if the Is Repeatable option is checked then the eligible consumers are entitled to redeem the offer multiple times until the expiry date or until all the redemptions are consumed, which ever is earliest. The respawned offer is available as per the frequency set in the Frequency field which becomes visible when Is Repeatable is checked. An important point to note here is that as long as a consumer has not redeemed the offer, that instance (copy) of the offer is available to other consumers for redemption. In brief, the redemptions on an offer in this case are available on a first come first served basis.

 

 

  • Redemption Code Type - A Single Image: When you want your consumers to redeem the offer through their device using the same image based code, use this option. The image may be a logo, text in an image or a barcode image. The redemption code type can be configured as per the following sub fields:
    • Upload Image: You may upload your desired redemption image using the Upload button. Once you have uploaded the image, you may preview the uploaded image using the Preview hyperlink which expands/contracts the view for the uploaded image.
    • Number Of Offers: This option allows you to choose whether you want this offer to be available to all eligible consumers or to finite number of eligible consumers as discussed below:
      • Unlimited offers until expiry date: This is the default option that is pre-selected while creating the offer. Selecting this option will enable all eligible consumers to redeem the offer at least once if Is Repeatable option is not checked. If certain consumers do not redeem the offer, the offer will lapse. If this option is selected along with Is Repeatableoption checked, then eligible consumers may redeem the offer unlimited number of times until the expiry date as per the frequency set in the Frequency field which becomes visible when Is Repeatable is checked.
      • Set number of offers available: Selecting this option will enable you to set a finite number of redemptions on the offer. Clicking on this option further displays the Maximum Redemptionsfield where you can enter the finite number. If the Is Repeatable option is not checked then first X number of eligible consumers are entitled to redeem the offer if the number of redemptions you enter is less than the total number of eligible consumers. However, if the Is Repeatable option is checked then the eligible consumers are entitled to redeem the offer multiple times until the expiry date or until all the redemptions are consumed, which ever is earliest. The respawned offer is available as per the frequency set in the Frequency field which becomes visible when Is Repeatable is checked. An important point to note here is that as long as a consumer has not redeemed the offer, that instance (copy) of the offer is available to other consumers for redemption. In brief, the redemptions on an offer in this case are available on a first come first served basis.

 

 

  • Redemption Code Type - A Predefined List: When you want your consumers to redeem the offer through their device using a predefined list of codes which may be used in conjunction with your point of sale, use this option. You may upload the predefined code list through the Plexure Merchant API. You cannot publish such an offer until you have uploaded the predefined list. Please contact your Plexure representative or Plexure support team if you want to use this option as this requires custom integration with the point of sale. When using this type of redemption code, if the Is Repeatable option is not checked then first X number of eligible consumers are entitled to redeem the offer if the number of redemption codes you upload is less than the total number of eligible consumers. However, if the Is Repeatable option is checked then the eligible consumers are entitled to redeem the offer multiple times until the expiry date or until all the redemption codes are consumed, which ever is earliest. The respawned offer is available as per the frequency set in the Frequency field which becomes visible when Is Repeatable is checked. An important point to note here is that as long as a consumer has not redeemed the offer, that instance (copy) of the offer is available to other consumers for redemption. In brief, the redemptions on an offer in this case are available on a first come first served basis. When the offer has been published, you may view the offer again to check the current status of the offer. The predefined list type redemption offer provides the following metrics:
    • Offer ID: This is the offer Id against which the predefined list of codes is uploaded through the Plexure Merchant API.
    • Last Updated: Date when the predefined list of codes was updated last.
    • Number of Offers Redeemed: Current number of offer codes redeemed from the uploaded predefined list.
    • Number of Redemptions Remaining: Current number of offer codes available for redemption.

The predefined list option also provides you with the following buttons:

  • Refresh: to refresh the above metrics.
  • Export Sample: to export the current sample of the metrics listed above. The sample file is in CSV format and can contain a maximum of 10,000 records. The CSV contains the following data:
    • Code: This is the predefined code that was uploaded through the Plexure Merchant API.
    • Redemption Consumer Id: This is the identity of the consumer that redeemed the particular offer code.
    • Redemption Time: This is the time at which redemption was made.
    • Offer ID: This is the identity of the offer against which the predefined list of codes was uploaded through the Plexure Merchant API.
    • Upload Date: This is the date on which the offer code was uploaded.

 

 

  • Redemption Code Type - A Short Code: When you want your consumers to redeem the offer through their device using random numeric codes between 1 and 2,147,483,647, use this option. You are more likely to use this type of redemption code if you want your consumers to type in the short numeric code on the point of sale so an ideal length will be 5 or 6 digits.  If the limit is set to 5 digits, and if all 5 digit codes have been used, then the platform will start generating 6 digit codes and so on till the highest maximum number possible. There is also an expiry date on these short codes and if your consumers have not redeemed a short code, it can be recycled. The default maximum value for a short code is 999,999 and the default expiry time for a short code is 1 day. The redemption code type can be configured as per the following sub fields:
    • Number Of Offers: This option allows you to choose whether you want this offer to be available to all eligible consumers or to finite number of eligible consumers as discussed below:
      • Unlimited offers until expiry date: This is the default option that is pre-selected while creating the offer. Selecting this option will enable all eligible consumers to redeem the offer at least once if Is Repeatable option is not checked. If certain consumers do not redeem the offer, the offer will lapse. If this option is selected along with Is Repeatableoption checked, then eligible consumers may redeem the offer unlimited number of times until the expiry date as per the frequency set in the Frequency field which becomes visible when Is Repeatable is checked.
      • Set number of offers available: Selecting this option will enable you to set a finite number of redemptions on the offer. Clicking on this option further displays the Maximum Redemptionsfield where you can enter the finite number. If the Is Repeatable option is not checked then first X number of eligible consumers are entitled to redeem the offer if the number of redemptions you enter is less than the total number of eligible consumers. However, if the Is Repeatable option is checked then the eligible consumers are entitled to redeem the offer multiple times until the expiry date or until all the redemptions are consumed, which ever is earliest. The respawned offer is available as per the frequency set in the Frequency field which becomes visible when Is Repeatable is checked. An important point to note here is that as long as a consumer has not redeemed the offer, that instance (copy) of the offer is available to other consumers for redemption. In brief, the redemptions on an offer in this case are available on a first come first served basis.

 

  • Is Repeatable: You can make an offer repeatable, meaning that a consumer can redeem the offer multiple times. When you click on the "Is Repeatable" option a further option will appear allowing the consumer to select the number of days the consumer must wait between redemptions. By selecting two days, the consumer would have to wait two days after their initial redemption before they can redeem the offer again.

 

 

Step 3 - Placement Section

Placement allows the you to control a number of options around how exactly the offer appears in the app.

Premium Placement: is a on or off flag that can be set against the offer, some apps will sort offers with premium placement and display those with premium placement enabled first.

Weighting: is a numeric number assigned to the offer, it can be both positive or negative and can be up to five digits long. Apps may choose to order content by weighting - for example: From highest weight to lowest weight. There are several types of weighting that combine to form a total weighting, the user can select none, one or a range of weighting options. Base weight is a one off numeric weight applied to the offer. Weight by consumer tag allows for additional weight to be added for consumers who have the specified tag - different tags can be assigned different weights, negative weighting can also be used here. Add weight by operating condition allows for additional weight to be added to the offer in any region where the operating condition tag specified is active. Add weight by proximity adds weighting points based on how close a consumer is to a store involved with the offer.

Extended Data Template: Allows you to choose from a predefined list of templates that will populate the Extended Data field below. You can still edit the extended data field after you have chosen a template. Please contact Plexure Support if you want to configure your extended data templates.

Extended Data: is a flexible option that allows additional data to be added to the offer that doesn't fit into another existing field. Extended data can be structured code, comma separated values, web URL's or plain text. Different applications may make use of this field dictated by their own business needs.

Promotional Image: Plexure platform supports two promotional images per offer - a primary image and an alternative image. The image cropping tool is pre-configured to a set resolution (decided during early consultation with the client and configured by Plexure technical support shortly after platform deployment). We recommend selecting an image ratio that will work across all screen sizes and then uploading all images at the maximum size they will ever be required. The apps using this image can request the image in any scaled size at or below the original. For example if the high resolution original image uploaded is 1000 x 600, an app could request the same image at 500 x 300, or 250 x 150 if it has a smaller screen.

If you want to host the offer image in another place they can also use the content URL field to tell the app to use an offer image from a third party location.

 

Step 4 - Details Section

The details section includes the following fields:

Start Date and Time

Select when the offer will go live.

End Date

Select when the offer will expire.

Daily Start Time

The time of day at which the offer becomes available to consumers. (Optional field).

Daily End Time

The time of day from which the offer is no longer available to consumers. (Optional field).

Days of the Week

Select which days of the week the offer will be available to consumers.

No-Compete Group

When multiple offers are in the same no-compete group only the one with the highest weighting will be visible to the consumer. This is useful when there are several promotions for an identical product targeted at slightly different audiences, this means if there are any overlaps in the target audiences only the offer with the high weighting will be shown (Optional field)

Category

Enter the category that the offer should belong to. Categories are pre-configured.

Description

A text based description of the offer.

Terms

Text based terms and conditions relating to the offer.

Sub-Categories

Select any sub-categories associated with the offer. (Optional field). Subcategories are pre-configured.

Giftable

The offer can be made giftable for social sharing between consumers. (Optional field).

Percentage of the Discount

The percentage discount that the consumer gains from the offer. This number is used for reporting purposes.

Financial Value of the Discount

The financial value of the discount. This number is used for reporting purposes. (Optional field).

 

 

Step 5 - Filter Section 

Filter tags allow you to turn the offer on and off for different groups of consumers - filters are binary, on or off - as opposed to weighting which simply changes the order the content appears for a consumer. There are three types of filters that can be used:

Consumer Tags: Consumer tags are data points assigned to a consumer's profile, by selecting one or more consumer tags as filters it means that only consumers who have the selected tag(s) will be able to access the offer. Consumers without the selected tag(s) will not see the offer at all. Consumer tags are setup separately from offer creation and there are a number of ways a consumer ends up with a given tag.

Operating Condition Tags: Operating conditions are a group of tags that are enabled or disabled at a platform level. They can be either platform wide or regional and they can be manually updated or automatically updated. The most common use is automated weather operating conditions, so a user might select the weather conditions relevant to the offer. This means that only consumers in a region with the selected weather operating condition(s) active will be able to see the offer. Consumers in a region with the operating condition disabled will not see the offer.

Content Tags: Content tags are tags that describe the content in some way, for example an offer for beer might have the "Nightlife" content tag, or the "Male" content tag. The app could then filter various offers based on their content tags choosing to display that given offer only to people who have indicated a preference for Nightlife offers.

 

Step 6 - Location Section

Geo-fences and geo-fence groups are setup separately in merchant settings. From this section in offer creation you can select to make the offer available everywhere (ie: No geo-fences will be used), or to restrict the offer to consumers only within a certain geo-fence or group of geo-fences. It's important to note that if geo-fences are used, consumers not inside the geo-fence will not see the offer at all.

 

Step 7 - Beacon Groups Section

Beacons are similar to geo-fences but on a much smaller scale. Beacons are effective down to several meters. An offer can be setup that is only available to a consumer when they are near (within proximity) of one or more beacons.

 

Step 8 - Stores Section

You can select from a list of stores or groupings of stores which are pre-setup in the merchant settings area. The stores are sent to the app along with the offer details and the app may choose to display a list of stores where the offer can be redeemed.

 

Step 9 - Start Section

After completing the offer setup the offer can be saved as a draft and finished later or published immediately meaning it will be active based on the options selected.

 

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