Creating Offers

Enter a name to uniquely identify the offer.

Displays whether the offer is a Promotional Discount or a Communication offer. You specified the type on the Manage Offers search page. You cannot add the offer unless a type is selected.

Enter the position of the offer in its life cycle

Enter or select the name of the person designated as the offer owner. By default, this field is filled in with the name of the currently signed-on user.

Select an objective for the offer.

Select a priority for the offer.

Specify a control percentage for the offer. This value is informational for the PeopleSoft Marketing system, but will be used by third-party tools to create "control group" scenarios (for example, to specify to the tool that it should only present the offer to 5% of the eligible customers).

Enter the start and end dates that the offer is valid.

Enter a description of the offer that will only be viewed by internal personnel—the offer recipient will not see this description.

(Promotional Discount offer only) Displays information about the products and price rule for the offer.

(Promotional Discount offer only) Displays information about the discount associated with the offer.

(Promotional Discount offer only) Click to access the Create Price Rule wizard, where you can add or update products and price rules.

Enter a description of the offer that will be visible to the offer recipient.

Select Branch Script as the script type.

Select the name of the branch script you specified. This field appears when you select a Script Type.

Select a channel from the available list.

The available options vary depending on the offer type. For Promotional Discount, the choices are Order Capture, Mail Correspondence, Sales Force, and Cross Sell. For Communication, the choices are Mail Correspondence and Cross Sell.

Click to specify marketing channels to add to the Marketing Channels list.

Click to add all available marketing channels to the list.

Select an AAF Context to associate with the offer. This information indicates the contexts from which the offer can be recommended, and is used for tracking that point of contact (for example, the offer is presented from the Call Center). You can associate multiple AAF Contexts with an offer. The allowable contexts are:

• Case.

• Order Capture CI.

• 360-Degree View.

Click this button to add an AAF Context to the list.

Click to add all the available AAF Contexts to the list.

Select the discount type that you want to associate with the offer. Marketing Discount Type options are:

Giveaway: Giveaway discounts take the form of in-kind giveaways, rather than cash breaks. That is, when a customer receives a giveaway discount, you give that customer some free product or a service and charge full price for the actual purchase.

Standard Discount: Standard discounts are flat discounts. Customers who purchase qualified amounts receive the same discount regardless of how many units of a product of service they buy.

Tiered Pricing: Tiered discounts vary based on the number of units of a product or service purchased. For example, you might give a five percent discount when a customer buys one to nine units, ten percent discount if they buy ten to twenty-four, and a fifteen percent discount if they buy twenty-five or more.

No Discount: Allows creation of offers with products that will not be presented with a discount. If the product selected has no discount, all customers will pay full price for the product regardless of the quantity ordered.

Select the ID of the offered product.

Displays the description of the selected product.

Displays the Inventory Business Unit and List Price of the selected product. You establish list prices using the Products Price page of the Price component under the Products CRM menu.

Select the unit of measure you want to use for the offered product.

Enter the minimum quantity of product to qualify for the promotional discount.

Enter the maximum quantity of product to qualify for the promotional discount.

Select the type of discount that you want to apply to the product price. Type options are:

Amount: Select the amount option to deduct a fixed currency amount from the final product price.

Percent: Select the percent option to calculate and deduct a percent amount from the final product price.

Enter a percent amount that you want deducted from the final product price when you select a Percent type.

Enter the currency amount that you want deducted from the final product price when you select an Amount type.

Select the currency code appropriate to your market when you select an Amount type. A currency code selection does not apply to the Percent type.

Select the Promotional Product ID number of the product you are giving away as the promotional item.

Select the unit of measure used for the promotional product.

Enter the quantity of promotional products to be given with the amount of product purchase. The Quantity amount corresponds to the Unit of Measure (promo prod) selection.

For example, if you want to give one box of T-shirts with the purchase of ten or more cases of fishing line, select Box as the Unit of Measure (promo prod) and 1 as the Quantity.