Creating and Managing Offers

You are reading the AEM 6.1 version of Creating and Managing Offers.
This documentation is also available for the following versions:  AEM 6.2 

Use the Offers console to create offers that you can use in activy experiences. Creating offers in the Offers console saves time when several experiences require the same offer:

  • Create the offer once in the library and use it in multiple experieces of your brand activities. 
  • Change the offer in the library and the change affects all of the experiences that use it.

The Offers console organizes offers by brand. Each brand contains a library of offers that can be used in a brand's experiences. Use folders to define a heirarchical structure for organizing offers in each library. A logical folder structure enables authors to easily find offers by browsing. Tagging and search tools also enable authors to find offers.

Add a Brand Using the Offers Console

Create a brand with which your offers are associated. Open a brand in the Offers console to access its offer library where you can create folders and offers.  

When you create a brand using the Offers console, it also appears in the Activities console where you can add and administer activities for the brand.

  1. On the rail, click or tap Personalization > Offers.

  2. Click or tap Create Brand.

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  3. Select the brand template and click or tap Next.

  4. Type a title for the brand as you want it to appear in the Offers and Activities consoles. Optionally, type or select one or more tags to associate with the brand.

  5. Click or tap Create, then click or tap Open Page in the confirmation dialog.

Add a Folder to an Offer Library

Add a folder to the offer library of a brand to organize and store offers. You can create a folder below the brand or below other folders.

  1. In the Offers console, open the location where you want to create the folder. For example, open the brand to create a top-level folder, or open another folder in the library.

  2. Click or tap Create > Create Folder.

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  3. Type a title for the folder as you want it to appear in the offer library.

  4. (Optional) Type a name for the folder as you want it to appear in offer paths. By default, the name is based on the title.

  5. Click or tap Create.

Add an Offer to an Offer Library

Add an offer to a brand's offer library so that it can be added to the brand's experiences. When you add an offer you provide a title. You can also associate the offer with one or more tags for enhancing searchability.

After you create the offer you can open it to author the content.

  1. In the Offers console, open the location where you want to create the offer. For example, open the brand to create a top-level offer, or open a folder in the library.

  2. Click or tap Create > Create Offer.

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  3. Select the offer template and then click or tap Next.

  4. Type a title for the offer and optionally select or type one or more tags to associate with the offer, then click or tap Create.

  5. In the confirmation dialog box, to open the offer for editing click or tap Open Page. 

Editing an Offer

Open an offer and edit the content as you want it to appear in the experiences that use it. When you edit an offer that is used in any experiences, your changes appear in the experiences.

You can open an offer from a folder in an offer library or from search results. You can also open an offer from an experience that uses the offer.

  1. Select the offer and click or tap Open.

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  2. Add components to the offer and edit the component content as usual.

Deleting an Offer

Delete an offer when it is no longer needed. When you attempt to delete an offer that is used in an experience, you are prompted to confirm the deletion. Confirming deletes the offer and removes it from the experiences.

You can delete an offer while viewing either folder contents in an offer library or search results.

  1. Select the offer and click or tap Delete.

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  2. In the dialog box that appears, click or tap Delete to confirm the deletion.

  3. If the offer is used in one or more experiences, a dialog box appears to indicate that the offer is referenced:

    • To delete the offer and remove it from the experiences, click or tap Force Delete.
    • To keep the offer, click or tap Cancel.

Searching for Offers

Search for offers of any brand using the following criteria:

  • Keywords for matching the title.
  • Tags that are associated with offers.
  • The modification date.
  • Whether the offer is published or is a livecopy.

When you specify multiple search criteria, the results include offers that satisfy all the criteria. For example, specifying the keyword Mobile and a modification range of In Last Year returns all offers that have Mobile in the title that were modified within the previous 12 months.

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The current search criteria appear above the search results. You can add or remove criteria as required. If you perform several searches, you can move back in the search history to see previous search results. You can also sort the results by column in ascending or descending order.

You can perform a search from any folder of any offer library. The search results are the same regardless of the current folder.

  1. At the top of the Offers console, click or tap Search.

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  2. On the Search panel, specify one or more search criteria.

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