Offer Templates

Owned by Lopes da Costa, Valentina
May 08, 2023
4 min read

Offer templates provide a ‘template’ for what an offer should look like. They are one half of a personalized offer along with a config offer. They do not define an offer benefit or offer rules independently - those come from . They define personalized content and the list of rules that the loyalty engine will be expecting from the personalization engine.

We recommend starting with the Mechanics section

Note: You are not required to creating an offer template for every config offer. Offer templates are flexible and can be used with many different config offers. Offer Templates are not needed for offers assigned via Braze and Voucherify.

Offer Templates are located in Order-Level Content > Loyalty > Incentives > Offers > Offer Templates

Mechanics

Notice that no mechanics are required. This is because it is possible for the loyalty engine to define all of the config for this section. However it is best practice to set some required rules.

Config Offer

This is where you can link one of the you created. Anything that has the config offer toggle turned on will appear in this dropdown. You can search a config offer’s sanity ID in this dropdown. Any config offer you set here will be the default for this offer template, but this can be overwritten by the personalization engine to use a different config offer.

 

Required Rules

This is where you can identify rules that you require the personalization engine to send for this personalized offer. For any rule that is enabled, the loyalty engine will check that it is receiving that rule from the personalized engine. If the loyalty engine does not receive a required rule, it will not create the personalized offer.

This is useful if you, for example, have a placeholder referencing the date band in the description. You would want to set date band as a required rule so that the offer does not have show ‘engineOffer.date’ in the description. See content section below for more details on placeholders.

Rules from the personalization engine that are not required will still be respected.

Template Type

You can choose between standard or support offers.

Note that support offers must have the date band and max redemption rules set in required rules. These are also the only rules that can be set for support offers. Selecting Support in this toggle will make this offer available to agents in the support tool. This selection does not set any other functionality like previous versions of support toggles.

 

Content

Placeholders

Placeholders are a new concept in offer content. They allow you to add a placeholder into the content that will be filled by a value from the config offer or the personalization engine. This is useful if you want to market a detail about an offer that is going to be personalized. For example, I can set the offer price as placeholder to be referenced from the config offer.

In this example:

User A has this offer personalized with config offer A where the price is $2. Their offer name would be “$2 Sides”

User B has this offer personalized with config offer B where the price is $5. Their offer name would be “$5 Sides”

To add a placeholder:

Step 1: Click the + in top right of the content field

Step 2: Select Reference to Placeholder

Step 3: Select desired placeholder

Note: Most placeholders will not be available until their associated ‘required rule’ is turned on in mechanics. For this reason, we recommend completing the Mechanics section first

Also note that placeholders cannot be used for support offer templates.

Appendix