Scope
This guide covers daily operation for Offers. Availability depends on your tenant package, role and configured providers.
Purpose
Manage discounts, cashback, EMI and campaign propositions.
Attach valid offers to plans, campaigns, creatives and pages.
Before you start
Correct tenant and project selected
Required source or provider is available
An accountable owner is identified
Test data can be separated from live activity
Procedure
- State the operating objective and the record, audience, campaign or project in scope.
- Attach valid offers to plans, campaigns, creatives and pages.
- Inspect the current status and supporting context before changing anything.
- Account for system behaviour: Expire or surface offers from configured lifecycle state.
- Resolve failures, missing data or approval requirements before continuing.
- Close the loop: Review offer use, conversion and commercial context.
Verify the result
Review offer use, conversion and commercial context. Confirm that the intended record, state, run or report is visible to another authorised operator and that its next owner is clear.
Completion checkpoint
The capability is in the intended state, evidence is current, exceptions are owned and the next action can be understood without a separate status message.
Controls and limitations
Prevent expired or unsupported offer claims. Predictive, attribution and recommendation outputs support operator judgement; provider and data limitations remain relevant.