Associating Offers

When a program offers an incentive, invitation or information in exchange for registration, an offer can be configured and associated with the program. An offer might be:

• A white paper, technical brief, article, customer success story

• A Webinar, trade show, or other event

• A product demonstration or free trial

There might be many pages of active offers to choose from.

To find a particular offer

• Search for the offer name, using keywords or a character string or search by offer type.

  You can sort the list by clicking the Column Name: once for ascending alphabetical order, twice for descending order.

To associate an offer with a program from the Program Details screen

1. Do one of the following:

   • Follow the wizard to the Offers Step.

   • Navigate to the Offers section of the Program Details screen.

2. Click Add.

   The Offer Association screen appears.

3. Search by offer name or offer type for an offer.

   Dynamic navigation buttons follow your pointer as you pause on the list of offers.

4. To select an offer, click its Add Offer button.

   The offer appears under Selected Offer for this Program.

5. To remove or replace a selected offer, pause the pointer on the selected offer.

   A Remove button appears.

6. Click Remove.

   The Program Details screen displays the details of the selected offer.

7. When finished, click Save.

To create an offer

1. Click New Offer.

   The Offer Edit page appears.

2. Enter the information, and then click Accept.

   Only offers that are accepted can be associated with a program.

3. When the offer configuration is complete, click Save.

   The Offer Association screen is displayed.

4. Select the newly created offer, and click Save.

   The Program Details screen is displayed. The newly associated offer appears in the list.

You can edit an offer from the Offer Selection screen. Before making edits be sure to check if other programs are using the offer and that the intended edits are appropriate for all programs with which the offer is associated. For more information, see Editing Offers.