5. Offers

Owned by da Mota Viana, Duarte Manuel
Last updated: Aug 23, 2024 by Raphael Ferreira Gomes
2 min read

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 ‘Assigned Offer’ is an offer that has previously been assigned to the user. A ‘Redeemed Offer' is where you will see the support offers that the user has previously redeemed.

 

3. To assign an offer, click on “Assign Offers”. You will receive a popup window. From there, select an Offer Template and Reason.

You can select each respective option from a dropdown list.

3.1 Improved offer assignment search

  • When selecting the Search Offer Input, it shows a full list of Template offers (from Sanity) names in an increasing alphabetical order.

  • When typing at least three characters (not counting spaces) no matter the letter case, in the Search Offer Input of some offer name, it shows only template offers with specific characters or words typed in an increasing alphabetical order.

  • When typing less than three characters or three characters that do not exist in any Template offer name in the Search Offer Input, it shows a warning message: No results for "whatever was typed"

For this enhanced search functionality, please check with your CSM if the Feature Flag is enabled. Intl Tech - Plataform : enable-search-assigned-offers

 

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.

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.

Under the “Reason” field, one of the following options needs to be selected:

 

4. Once you’ve entered in all fields, click on “Confirm” 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.