Add an Offer
Configuring an offer requires four steps:
- Create an Offer: Set a name, description, and linked brands.
- Configure Redemption Method: Define how users redeem the offer (Stripe Checkout, Stripe Subscription, or Custom Instructions).
- Set Presentation Details: Configure how the offer appears in different schemas (product selection tables, sticky banners).
- Apply Filter Options: Control when and to whom the offer is available based on user state, time, plans, and location.
To begin, navigate to the Offers section in the left-hand navigation menu.
Your offers page shows a list of configured offers and allows you to edit existing offers or add new ones.
Add an Offer
To create an offer, click 'Add an Offer'.
You will be prompted to give your offer a name and optional description.
If you have Brands enabled, you must link this offer to a particular brand or brands by clicking the 'Link Brands' button. This means the offer will only be available in environments linked to that specific brand or brands.
Once done, click 'Create'.
Configure Your Offer
Once you've created your offer, you will be taken to the manage page. On the right-hand side you'll see a summary panel showing what has been configured for your offer so far.
The page has four tabs across the top that guide you through offer configuration:
Manage
The Manage tab allows you to update the basic details of your offer including name, description, and linked brands. It is also where you delete an offer.
Redeem Method
The Redeem Method tab lets you define how users will redeem this offer. You can choose from:
- Stripe Checkout: Direct users to Stripe's hosted checkout page
- Stripe Subscription: Create subscriptions with advanced configuration like custom discounts, free trials, and price overrides
- Custom Instructions: Use custom logic for non-Stripe payment providers or non-purchase actions (like registration)
Learn more about configuring redemption methods →
Presentation
The Presentation tab allows you to configure how the offer appears to users. You'll set content for different presentation schemas including product selection tables and sticky banners.
Learn more about configuring presentation →
Filter Options
The Filter Options tab lets you control when and to whom the offer is available based on:
- Time Range: Set validity periods for the offer
- User Type: Target anonymous, authenticated, or all users
- Plans: Show or hide offers based on users' existing plans
- Location: Target specific countries
Learn more about configuring filter options →
Add to an Offer Group
Once your offer is fully configured, it must be added to an Offer Group to be displayed to users. Offer Groups determine which offers appear in each slot of a presentation schema and control the priority and ordering of offers shown to users.