AudienceView Connect
AudienceView Documentation

Adding an Offer to an Order Using the Customer Tab

You can add one or more offers to a single order using the Customer Services application Customer|Entitlements|Offers page. For more information, refer to Customer Services Customer-Entitlements-Offers Page.

To add an offer to an order, complete the following:

  1. Open the Customer Services application from the AudienceView Desktop.
    The Customer|Search page appears.
  2. Search for and select the customer that you want to work with. For more information, refer to Searching for a Customer or Contact.
    The Customer|Basic page appears.
  3. Select the Entitlements tab.
    The Customer|Entitlements|Memberships page appears.
  4. Select the Offers tab page.
    The Customer|Entitlements|Offers page appears.
  5. Select the check box next to every offer that you are adding to the order.
  6. In the customer offers section, click 'Add to Order'.
    The Order|Summary page appears. A new order, which contains the contents of the offer(s), is opened.
  7. Complete the order.
    For more information, refer to Creating an Order.