Offers in a Nutshell:  Give Perks to Your Clients and Fans

Offers can be used for:

  • thanking your client for joining your email list
  • congratulating them on an anniversary or their birthday
  • sending daily perks or incentives to your mailing list
  • just for fun - create an offer for one person, or send a treat to your whole email list!

How Offers Act in Your Account

Basically, they are a special kind of Gift Certificate, and they show up in your GCs tab as "Promo GCs", with "Issued" or "Picked up" in the Balance column (and "Redeemed" once the client brings it in). 

Offer Types

Event Offers

Here's where Offers are very powerful - create an Event to feature on your website and attach an Offer to it to entice your clients and new customers to take advantage of this short promotion. Start by clicking on Offers from your Marketing Tab (if you're not already there!), then click "Add Offer" from the left column. You'll see the "Add New Offer" screen where you can choose your type (we'll look at an Events Offer this time):

Fill out the information as you'd like, keeping in mind that the best duration for an Offer is a few weeks to a month - this encourages people to act quickly. (Also, because this is a promotional Gift, it does not have to have a huge expiration window like "real" GCs do.)

The "message" is what will print on the Offer GC, just like a gift message to any recipient, so make it fun and gifty!

Once everything is ready, click Save and you'll see the new Offer in your list as "Active Today":

You can refer to this offer in emails, or have it show up on your website as part of your Events listing.

Instant Offers

When editing or newly creating an Event, you can attach a brand-new offer to that event which has the same time frame and is automagically shown on your Events page (or widget).

Simply check the box in the Event that says "include Offer". From the drop-down list you'll see any currently active Instant Offers available, or simply choose "Create New Offer" and you'll be taken to the Offers detail page with a new Instant Offer partially created. Fill out your details and Save to come back to your Event, and you're all done!

If you create an Email Campaign from this event, your Instant Offer is automatically attached - super nifty!

One Time Offers

One-time Offers are intended for attachment to Email Campaigns. They are similar to Instant Offers, but there are no Events involved in the flow.

Why would you want this? Simple. You decide that this Friday you'd like to send a "Happy Friday" email to your clients and attach a bonus to the email. You don't want it advertised on the website or "out there" for very long - you only want it sent in an email, for a one-time gift.

Signup Offers (and Birthday/Anniversary!) - like the big glass fishbowl on your front desk, only better!

Signup Offers are even better than the old fishbowl - collect your clients' contact information and OFFER back to them a special treat of your choosing - a discount on an upcoming visit, a free gift, anything you'd like.  They receive it as soon as they confirm their email address, in the form of a one-time-use Instant Gift Certificate.

Here's how to use Offers (using "Email Signup" offers as an example):

In your Marketing Tab, click on "Turn On" Email Signup Offers:

You will be taken to a screen to configure the email that will be sent to new Email Newsletter signup clients.  From there, the default Signup Offer will be shown with a preview and a dropdown list to choose other offers.  Click on "edit this offer" below the preview to see a familiar screen where you can edit your options:

Save and that's about it - your new clients will receive the email you customized once they've signed up, and they will get a link to the Offer as your way of saying thanks!