AudienceView Connect

Using Utilities to Add Offers to a Large Number of Customers

You can use the Utilities application to add offers to customers in the same way that you can create orders for customers. This is particularly useful during a renewal period, allowing you to create offers for customers based on their previously purchased bundles or performances. The customer will then be able to open the offer and generate an order.

To create an offer renewal, complete the following:

  1. Open the Utilities application from the AudienceView Desktop.
  2. Select the Renewals tab.
    The Renewals|Search page appears. 
  3. Click 'Create New'.
    The Renewals|Details page appears. 
  4. If it is not already chosen, select Offer from the 'Renewal Type' dropdown.
    The offer renewal fields appear.
  5. Enter the offer renewal details into the applicaple fields of the renewal detail section.
    For more information, refer to 'Renewal Type' - Offer.
  6. To add seating rules, refer to Creating a Renewal Seat Rule.
  7. To add gift rules, refer to Creating a Renewal Gift Rule.
  8. To add miscellaneous item rules, refer to Creating a Renewal Miscellaneous Item Rule.
  9. Click 'Create'
    A window confirms that the application created the renewal.
  10. Click 'OK'.
    You can now execute the renewal by clicking 'Execute'.
If a value was not entered in the 'Offer Start Date' field, the offer start date will be the date when the renewal was run ('Execute' was clicked). Online customers will immediately be able to see the offer when they log into their accounts.
Once a renewal has been created, you can click 'Execute' at any time to run the batch of renewals, even if there are unsaved changes. If you do not click 'Apply' after modifying a renewal, the changes will not be saved and you will not be able to search for the updated renewal later.