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Oracle® CRM On Demand Marketing
Release 5.4.10
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Configuring Offer Types

You can add new offer types, remove offer types, and edit existing offer types. Use the offer types page to:

Editing Offer Types

To edit an offer type, use the following procedure.

To edit a offer type

  1. Search for the offer type, if necessary.

  2. Click the Edit (pencil) icon corresponding to the offer type.

  3. Make your edits, and then click Save.

Deleting Offer Types

To delete an offer type, use the following procedure.

To delete an offer type

  1. Search for the offer type, if necessary.

  2. Click the Delete button corresponding to the offer type.

    The offer type is deleted. A deletion confirmation is not requested.

Creating Offer Types

To create an offer type, use the following procedure.

To create an offer type

  1. Click New Offer Type.

  2. Enter an offer type name and description.

    The Offer Type Code is entered automatically.

  3. Click Save.

Offer Fulfillment Types

The following table provides detailed information on the offer fulfillment type options.

Offer Fulfillment Type Description
Single click Download Oracle CRM On Demand Marketing automatically tracks offer downloads. This information is then available for segmenting future target lists. Most business-to-business electronic offer types (white papers, case studies, even events) can be created as single-click, offer fulfillment types that can be downloaded. Offer attribute tags, such as Offer Name, Offer Description, and others might not display properly on the program Thank You and Returning User pages if the offer fulfillment type is not configured correctly.

Select Single Click Download for downloadable electronic documents (PDF, doc, and so on) and trial versions of software. Oracle CRM On Demand Marketing tracks these offer downloads.

Subscription This type tracks newsletters. Select Subscription for offers that prospects and customers subscribe to, such as newsletters or news releases.
Registration only This type tracks offers, such as Webinars or events. Registration only is the most common fulfillment type. Use Registration only in cases where you do not want Oracle CRM On Demand Marketing to handle offer provisioning. For example, offers sent by direct mail or documents hosted on external sites.
Pass Through This type tracks offers where registration and fulfillment are completed outside Oracle CRM On Demand Marketing. Select Pass Through when you do not want Oracle CRM On Demand Marketing to take any action related to offer fulfillment.