AudienceView Connect

Generating Offers in a Batch

Offers are incentives you can provide to your existing customers. These incentives can include one or more saleable items. These items can include bundles, performances, series, donations or miscellaneous items.

You can use offers to identify customers matching the criteria of targeted sales or fundraising campaigns. You can also use offers to generate renewal sales or donations based on historical customer spending.

You can create offers for select customers, using the Utilities application Customers|Add Offers page. Once generated, you can view and manage these offers using a customer’s Customer Services application Entitlements|Offers page.

To generate offers, complete the following:

  1. Obtain information pertaining to the name of the offer and the criteria customers must meet in order to obtain this offer.
    You can search for available offers using the Product Configuration application Promotional Codes|Select page.
    For more information, refer to Product Configuration Promotional Codes.
  2. Determine the customers that meet the offer’s requirements.
    You can do this using a Customer Offer Search query. This query is available from the Utilities application Customers|Query Select page.
    For more information, refer to Searching for Customers Eligible for Offers.
  3. Select the customers to make this offer available to.
    You can do this using the Select Customers section of the Utilities application Customers|Query Select page.
    For more information, refer to Selecting Customers Eligible for Offers.
  4. Specify the details pertaining to this offer.
    You can do this using the Utilities application Customers|Add Offers page. You can access this page by clicking 'Create Offers'.
    For more information, refer to Making Customer Offers.
  5. From your query results, specify the customers that you will make this offer available to.
    You can do this using the 'Create for All' or 'Create for Selected' buttons on the Utilities application Customers|Add Offers page.
    For more information, refer to Specifying Customer Offer Availability.