What You Can Do with the Offer Manager

Get details on how to create and manage offers in ePublishing’s online Tools Guide: How do I create discount codes or offers?

Use the Offer Manager to:

Create a New Offer

Get the step-by-step instructions for setting up a new offer in our line Tools Guide article: How do I create discount codes or offers?

Here are additional notes about functions not covered in the online guide or that you might want additional detail on:

  • Offer Name:  This will actually appear after the offer is applied in the shopping cart, so make sure it is a user-friendly name. For example, “Subscriber discount” or “Holiday Sale.”
  • Code:  The offer name and code are different. The offer code is the actual promotional or discount code that your customer will type into the shopping cart to get the discount. Use plain text, letters and numbers. Examples might be: SAVE10, HOLIDAY, SUBSCRIBER
  • Offer Type: This dropdown offers multiple options for the type of offer you are creating

Applied to specific products: If the product(s) associated with the offer are added to your customer’s cart, then the offer is applied. The offer/discount is applied to the cost of the product and not the entire cart.

Applied to entire cart: If the product(s) associated with the offer you are created are added to the cart, then the offer is applied. The offer/discount is applied to the entire cart.

Product Classification (any): applied to product: This category is based on a taxonomy classification assigned when you set up an individual product. If the offer and the product are both tagged with any one of the same classifications, then the offer is applied when the product is added to your customer’s shopping cart. The offer is applied to the product cost. Example: You want to offer a discount on all books and DVDs. If your product is tagged as a “book,” and the offer is also tagged with “book,” then your customer will receive a discount on that product. Your product only has to be tagged with one of the tags, not both.

Product Classification (any): applied to entire cart: This category is based on a taxonomy classification assigned when you set up an individual product. If the offer and the product are both tagged with any one of the same classifications, then the offer is applied when the product is added to your customer’s shopping cart. The offer is applied to the customer’s entire shopping cart. Example: You want to offer a discount on all books and DVDs. If your product is tagged as a “book,” and the offer is also tagged with “book,” then your customer will receive a discount on his entire shopping cart. Your product has to be tagged with one of the tags, not both.

Product Classification (all): applied to product: This category is based on a taxonomy classification assigned when you set up an individual product. If the offer and the product are both tagged with all of the same classifications, then the offer is applied when the product is added to your customer’s shopping cart. The offer is applied to the product cost. Example: You want to offer a discount on all books and DVDs. If your product is tagged as a “book” and the taxonomy selection “bundle,” and the offer is also tagged with “book” and “bundle,” then your customer will receive a discount on the product. Your product has to be tagged with all of the same classifications.

Product Classification (all): applied to entire cart: This category is based on a taxonomy classification assigned when you set up an individual product. If the offer and the product are both tagged with all of the same classifications, then the offer is applied when the product is added to your customer’s shopping cart. The offer is applied to the product cost. Example: You want to offer a discount on all books and DVDs. If your product is tagged as a “book” and the taxonomy selection “bundle,” and the offer is also tagged with “book” and “bundle,” then your customer will receive a discount on his entire shopping cart. Your product has to be tagged with all of the same classifications.

Free Shipping: If the product or products associated with your offer are added to your customer’s shopping cart, then the offer will be applied and your customer will receive free shipping.

Shipping Discount: If the product or products associated with your offer are added to your customer’s shopping cart, the offer will be applied and your customer will receive discounted shipping for the product that is associated with your offer.

  • Date: Set the date range for the offer, including when it begins and when it ends. Your offer will automatically stop working at the ending date and time. If you want the offer to be unending, simply do not set an end date/time.
  • Published:  This indicates whether the offer is active or inactive.

Apply an Offer to a Specific Product

To apply an offer to a specific product within the Offer Manager, click on Product under Edit> in the offer you’d like to apply.

  1. Verify the product exists in your system with the correct taxonomy selections, pricing and dependent files in the case of a downloadable product.
  2. Follow the instructions above or in our online help center to create an offer if one does not exist yet.
  3. If it does exist, open the offer by clicking Search next to Offer under Sales/Marketing on your dashboard. Select the offer name to edit.
  4. To apply an offer to specific products (and not an entire cart, for example), be sure to select the “Applied to specific product(s)” in the dropdown when creating the product.
  5. After confirming the offer is as you want it to be, click SAVE and then go to Edit>Product.
  6. Select either Dependency Logic or Discounted Logic.
  • Dependency allows you to apply the offer to specific products that you will select.
  • Discounted allows you to create a scenario such as: “Buy 3 books and get a CD for 50% off.”
  1. To select the products, click Search for more products in the lower lefthand corner of the Dependency Products section.
  2. In the pop-up window, find the products you’d like to associate with the offer, and click the checkbox next to each of them.
  3. Click the Confirm Selection text link, which is on the green bar above the product list.
  4. Click SAVE.
  5. After you save your work, return to General under Edit>.
  6. Click Publish, if the offer is not yet live on your website.

You can also apply an offer while editing the product in the Product Manager itself. When you select Offers under Edit> in your product, you will be taken to a screen that looks like this:

To apply an existing offer:

Click the Browse Offers button and select the checkbox next to the offer you’d like to apply. Exit out of the pop-up window. Do not click on the Offer Name link.

Alternately, you can create a new offer within the product itself. Get the step-by-step instructions for setting up a new offer in our line Tools Guide article: How do I create discount codes or offers?

Duplicate an Existing Offer

It can save time to simply duplicate existing offers if you are only changing the offer code, for example, or changing the discount amount for a new target group. To duplicate an existing offer, go to the Search screen in the Offer Manager. Click Search under Sales/Marketing > Offer in your dashboard. Next to the offer code you’d like to duplicate, click the link Duplicate, and edit accordingly.

Be sure to SAVE your work when finished and publish the offer.

Search for Existing Offers

Click Search under Sales/Marketing > Offer on your dashboard. You can search for existing offers by Offer Code, Name, Date, Database ID# and Keywords.

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