You can make offers available to eligible customers, using the Utilities application Customers|Add Offers page. For more information, refer to Utilities Customers-Add Offers Page.
Before, you can make an offer, however, you must query for and select eligible customers. You can do this using a Customer Offer Search query. For more information, refer to Generating Offers in a Batch.
Making Customer Offers
To make an offer to applicable customers, complete the following:
- From the Utilities application Customers|Query Select page, click 'Create Offers'.
The Utilities application Customers|Add Offers page appears.
- Specify the name of the offer and the types of items included in this offer.
You can do this using the Create Offers With section of the Utilities application Customers|Add Offers page.
For more information, refer to Create Offers with Section.
- If your offer contains admissions, enter details pertaining to applicable bundle or performances.
You can do this using the Seat Parameters section of the Utilities application Customers|Add Offers page.
For more information, refer to Seat Parameters Section.
- If your offer contains gifts, specify a pledge recommendation.
You can do this using the Gift Parameters section of the Utilities application Customers|Add Offers page.
For more information, refer to Gift Parameters Section.
- If your offer contains miscellaneous items, enter details pertaining to applicable miscellaneous items.
You can do this using the Charge Parameters section of the Utilities application Customers|Add Offers page.
For more information, refer to Charge Parameters Section.
- Make this offer available to either select customers or all customers returned by your Customer Offer Search query.
For more information, refer to Specifying Customer Offer Availability.
The offer creation results appear in the Batch Results section.
Specifying Customer Offer Availability
You can either make offers available to select customers or to all customers via the Customer Offer Search query.
If you want to make this offer available to:
- All of the customers, click 'Create For All'.
- Only the customers that you selected from the query results, click 'Create For Selected'.