How To: Create a Scheduled Offer

1. Click on the Campaigns and choose “Scheduled” from the drop-down menu

2. Click “Add a New Campaign” in the top right-hand corner

3. Choose “Offer” on the left

4. Fill out the basic offer details:

  • Title (ex: Limited Time Offer)
  • Offer (ex: $20 Off Your Next Purchase!)
  • Tagline (ex: Is your home ready for the upcoming season?. Shop now for all of the season’s necessities!)

5. Customize your call-to-action button by clicking on it:

  • Determine whether you want to use a default landing page or a custom URL
    • Default Landing Page: after clicking the button, clients will be redirected to a landing page with the message “The offer is yours!”
    • Custom Landing Page: after clicking the button, clients will be redirected to a web URL of your choice (a purchase page, RSVP page, your website, etc.)
  • Choose a call-to-action message to be displayed on the button (ex: Claim This Offer, RSVP Here, Click Here to Purchase, etc.)
  • Customize your "redemption instructions." Here, tell your customers what to do next (ex: Call today to schedule your appointment, Show this offer before your purchase, etc.)

6. Finalize the remaining details:

  • Add an image (optional)
  • Edit your fine print by clicking the fine print box at the bottom and checking/unchecking any options that apply to your offer. You can also write custom fine print details in the “Additional Fine Print” section

7. Click “Next: Audience”

  • Choose whether you want to send your offer to everyone subscribed or a specific segmented contact list

8. Click “Next: Schedule”

  • Determine whether you want to send the offer one time or on a recurring basis
    • Choose the desired send date, expiration date, and recurring timeframe (if applicable)
    • Please note that once you create a recurring offer, it is not editable, you can only cancel it. After you cancel it, you can use the duplicate feature to begin from where you left off instead of starting from scratch

9. Click “Next: Review”

  • Preview the offer using the “Preview your Design” button and make any necessary edit by clicking back to the necessary page on the menu at the top. When everything looks good, click “Finish Campaign”
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