đ How to assign an offer to a guest
1. In the top right search bar, search for a customer using their email or cognito ID.
2. In the navigation bar on the left side of your screen, click on Offers V2. Here you will be able to see a history of loyalty offers for the user. An âAssigned Offerâ is an offer that has previously been assigned to the user. A âRedeemed Offer' is where you will see the support offers that the user has previously redeemed.
3. To assign an offer, click on âAssign Offersâ. You will receive a popup window. From there, select an Offer Template and Reason. You can select each respective option from a dropdown list. Lastly, you can also add in an optional comment. Note: All assigned support offers will be defaulted to expire in 6 months. You will not be able to adjust the expiry from the support tool.
Offer Templates (Order Level Content > Loyalty > Incentives > Offers > Offers Template) need to be created and set Template Type as Support Offer to be available on Support Tool.
Under the âReasonâ field, one of the following options needs to be selected:
4. Once youâve entered in all fields, click on âConfirmâ to complete the assignment.
5. You will now see the personalized support offer on the list. You should also be able to see the assigned support offer in your Offers List in the mobile app.
