Service Offers

Offers

Offers may be sorted by name, description, subscriber type, category, start and end date, and whether active or inactive.

Select  Display Settings to filter the displayed columns.

Select an offer to view more information and to make changes.

Click on the  icon in the bottom righthand corner to add a new service offer. Select the  in the upper right hand corner to access the mass shopping cart. 

View Service Offer

Here you can view the details of an offer, as well as any associated Service Packages and Service Areas.

The "Active" status denotes whether a service offer is currently in use and available. 

"Visible on Public Shopping Cart" dictates whether the service offer is displayed to the subscriber in the public shopping cart. If you don't see an active offer displayed in the shopping cart, make sure that the service offer is marked as active. 

The "Pinned" line item denotes whether the offer will be automatically displayed at the top of the public shopping cart.

Click EDIT in the lower righthand corner to make changes.

The Packages tab lists the service packages that are tied to the specific service offer. Click on the name of the package to view more details about that specific package. 

The Service Areas tab displays the locations where this specific service offer is available.  

Edit Service Offer

Here you can make changes to an offer including the name, description, start and end date, type and category.

Click the radial switch next to Active to change its status. 

Pin the offer to the top of the shopping cart to easily display popular offers or featured promotions.

 When finished, click SUBMIT.

Click the Packages tab to edit which packages are associated with the offer.

Select an option from the dropdown menu to add a new package to the offer. Click on the  icon to add the package. 

To remove a package from the offer, select the  button next to the applicable package. 

The Service Areas tab allows you to view and change the service areas where the offer is available.

To add a new service area to the offer, click on the dropdown menu and select the applicable location. Click on the  button to add the service area. 

To remove a service area from the offer, select the  button next to the applicable location. 

To remove multiple service areas at once, select the checkbox at the top of the column, then click DELETE SELECTED ROWS.

Add Service Offer

Click on the  button on the Service Offers page to add a new offer. Enter the attributes, associated Service Packages, and associated Service Area.

Input the offer name and description. Select the offer type and category from the dropdown menu. 

Choose a package from the dropdown menu, then click CONTINUE.

Select the applicable service area from the dropdown menu, then click ADD OFFER.

Categories

Categories help organize your offers, making them easier to sort through during subscriber onboarding.

Click the Categories tab on the Service Offers page to view and change offer categories.

Select a category to view, edit or delete. To add a new category, click ADD CATEGORY in the bottom righthand corner.