Create a $x Off Product Offer and Card
This guide takes you through the steps to create a $ off offer.
The example used creates a $5 off beer offer and assigning the offer to a customer.
This is a great option where you have a customer wanting to sponsor an amount off a selection of products for a function. Or if a customer receives the reward as part of their membership.
- Navigate to https://app.one4later.com
- Sign in with your email and password.
- Click "Offers"
- Click "New" to create the new Offer
- Select the "Amount discount" option.
- Click "Select this type".
- Type the name of your offer. In the example we have used "$5 Off Drinks".
- Select the Company to assign it to. If you want to restrict the offer to selected sites within the company you can do this on the right hand side under Restrictions.
- Click "Next - create rule".
- Type the amount that will be deducted from each appliable product. In this example it is "5".
- Click "Next - add products".
- Search for the products that will be included in this offer. Click the applicable products to add.
- If your product doesn't appear in the auto search, click "Load more..." to pull through more products.
- Once all products are added click "Save".
- To assign the offer to selected customers. Click "People".
- Search for the customer and click on their record.
- Click "Cards" tab
- Click "New"
- Select the new offer. In our example this is "$5 Off Drinks, Indigo Software" option.
- Click "Create card"
- Close the customer record.
Watch the steps.
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