Add an Offer
Configuring an offer requires four steps:
- Create an Offer: Set a name, description, and linked brands, and select a redemption method.
- Configure Redemption Behavior and Pricing (if relevant): Set environment types and pricing in the Redemption Method tab.
- 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 'Next'.
Select a Redemption Method
Redemption methods define what happens when a customer redeems an offer, like creating a Stripe subscription or starting a checkout. Select a redemption method from the dropdown, then click 'Create Offer'.
If you have not yet created a redemption method, you will need to do so before continuing. For more information, see our Add a Redemption Method guide.
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:
Redemption Method
The Redemption Method tab lets you configure the pricing and environment settings for this offer. Select which environment you wish to configure, then define the pricing options for that environment.
To edit the redemption method itself, click the edit icon in the bottom left of the tab.
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 →
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.
Add to an Experience
Once your offer is fully configured, link it within an Experience to display it to users. The Experience determines the UI layout (presentation schema) and contains slots where individual offers appear.