Siebel Marketing User Guide > Creating and Using Offers and Treatments > Process of Creating and Modifying Offers >

Creating and Modifying Offers

You can create reusable offers in the Offers screen, adding details such as the channel to use, activation and expiration dates, templates, literature, and so on. For more information about using offer templates to create an offer, see Creating Treatment Templates and Adding to the Template List.

Use the Offers link bar to navigate directly to a treatment type. The types of treatments that are available to you depend on the features your company is licensed to use. After you create or modify an offer, you can create and add treatments to the offer, and associate products with the offer.

This task is a step in Process of Creating and Modifying Offers.

You can use the following procedure to create and modify offers.

To create or modify an offer

1. Navigate to the Offers screen.
2. In the All Offers list, create a record, or select an offer to change.
3. Complete the fields.

   The following table describes some of the fields.

   Fields	Comment
   Offer Code	Contains a unique code that identifies the offer. You can change this code, but make sure the new value is unique.
   Type	Designates the purpose of the offer. For example, Cross-Sell, Retention, or Up-Sell.
   Activation Date	Identifies the date that the offer becomes active. You can associate an inactive offer with a campaign, but when you launch the campaign, only active offers are executed.
   Expiration Date	Use the calendar controls to select the offer's expiration date. Expired offers must not be associated with campaigns because they are not sent out when the campaign is launched.
   Organization	The organizations that have visibility to associate to see this offer in their campaign design views.
   Approval Status	Indicates whether the offer has been submitted, approved, or declined.
   Approval History	Shows the approval history of the offer.
   Products	Use to indicate which products are being promoted by this offer.
   Price List	Used to associate a previously defined price list with this offer. A marketer can create promotional prices for specific products. When an offer recipient clicks a product item hyperlink in an email or Web treatment and goes to the product detail Web page, the recipient sees the predefined promotional price. The set of products associated with the selected price list can be different from the set of products defined in the offer's product list. When a contact responds to a treatment, clicks a product link, and goes to the product detail page, the contact sees the promotional price that is defined for that product only if that product is a part of the price list that was selected for this offer. Otherwise, the contact gets the default price for the product.
   Promotion	Use to associate the offer with a promotion from the Order Management application (from the product catalog), such as a special price discount or product bundle.
   Loyalty Promotion	Shows the Loyalty promotion associated with this offer. The offer is used to advertise this loyalty promotion. When a customer transacts accordingly, the promotion can award loyalty points.