Offers

Updated: March 9, 2021
Contents

Overview

The Offers Management module allows establishing and configuring offers, plans, features and groups of features. First of all, it is crucial to understand the difference between the aforementioned terms.

Plans and Offers

Offer is a high-level entity that acts as alogical grouping of one or multiple plans.
Plans represent service levels that provide different item quantity, product features, or billing periods. Moreover, different plans usually specify different prices, for example, a basic plan costs less and includes less features, while an enterprise plan costs more and provides more features.

The illustration below provides Microsoft 365 product page as an example that helps distinguish Offers and Plans. Furthermore, the following illustration showcases Features and Groups concepts.

Features and Groups

Therefore, Features represent specific pieces of product functionality, while a Group act as a particular set or class of these features.

Next, it is important to outline how offers can benefit Vendors and Providers.

For Vendors: Offers provides a systematic way to store necessary product information on the Connect platform. Namely, offers allows Vendors to visualize, group and systemize product features as well as specified SKUs (items). Thus, Providers and Customers can get clear understanding of Vendor’s products, which in turn leads to bigger sales.

For Providers: Offers contain systemized product data that can help Providers properly present and successfully sell this product. Each specified offer, each plan, and each group of features enable Providers to identify their target audience and determine their target market. For example, with an offer meant for businesses, Providers will not target entrepreneurs or individual users.

The following explains offer management concept on the Connect platform and provides guidelines on how to create an offer, specify associated features and listing, link your offers and listings, create plans, and perform other operations from the Offers module.

Offer management on Connect

Offers management is available for Vendors in case at least one Product is defined on the Connect platform.

Offers are compatible with Price Lists and they both available for the Listing creation process. Namely, Vendors can define Price lists and Offers to enroll their product on a specific marketplace.

The following diagram illustrates offers interconnections on the platform:

Creating Offers

Navigate to the Offers module on the Vendor Portal. Created offers are displayed under the Directory section.

Click the Create Offer button to launch an offer creation wizard.

Follow the steps of this wizard to successfully configure a new offer.

1. Select a product

Choose your product from the list.

Click Next to continue.

2. Specify general properties

Fill out the following form:

  • Name: Enter your offer name.
  • Description: Provide a description of your offer (optional). Note that this description will be displayed within the Details tab from your offer details screen.

Click Next to continue.

3. Select an offer type

Choose your offer type: Sample offer or Blank offer.

Click Create to finalize your offer creation.

4. Review your summary

The wizard will provide offer creation summary.

Click the Go to Details button to access the offer details screen. Otherwise, click Close to return to the Directory tab.

Creating Plans

Proceed to the Plans tab from the offer details screen. This tab displays your created plans.

Click the Create Plan button to launch a plan creation wizard.

Follow the steps below to successfully configure a new plan.

1. Specify general properties

Fill out the following general properties form:

  • Name: Enter your plan name.
  • Color: Select a color for your plan.
  • Description: Provide a description for your plan.

Click Next to continue.

2. Select a period for your plan

At least one of the following periods should be selected: Perpetual, Monthly, 1 year, 2 years, or Monthly Trial.

Click the Add to continue.

3. Review your summary

The wizard will provide plan creation summary.

Click the Go to Details button to access the plan details. Otherwise, click Close to close the wizard.

Groups and Features

Navigate to the Features tab from the offer details screen. Your created groups and features will be displayed within the Features tab.

The following steps showcase how to create a group and a feature on the Connect platform.

1. Create a new Group

Click the Create Group button to specify a new group for your features.

2. Enter a name and description

Provide a name and a description for your group.

Click Save to successfully configure your feature group.

3. Create a new feature

Click the Create Feature button to specify a new feature.

4. Specify feature properties

Fill out the following form:

  • Name: Enter your feature name in this field.
  • Group: Select a group for your feature.
  • Description: Provide a description for your feature (optional).
  • Per plan values: Specify values and select an icon for your configured plan.

Click the Save button to finalize your feature creation.

Adding Items

Proceed to the Items tab from the offer details screen. This tab displays your defined items for each of your configured plans and selected periods.

Information

Define your items via Reservation Items or Pay-as-you-go Items sections from the product profile page.

Click the Add Item button to launch an item configuration wizard.

Follow the steps of this wizard to configure your items.

1. Fill out general properties

Provide a name for your item configuration. Optionally, enter a description for this configuration.

Click Create to continue.

2. Specify your items

Add your defined items to each of your selected periods by clicking the corresponding buttons. In addition, select minimum and maximum item quantity

Keep adding items for each of your plans and selected periods. Once all of your plans will be filled with required data, click the Add button to finish.

Thus, your item configuration will be successfully completed.

Activating Offer Versions

Navigate to the Versions tab from your offer details screen. The Versions tab will display created versions of your configured offers. Follow the steps below to successfully activate your offer version.

1. Fork your master version

Click the Fork button to create a new version of your offer.

2. Fill out the required form

Fill out the following form that is required to save your version.

Description: Provide a description for your offer version. In general, this description contains release notes and update information.

Visibility: Select Public or Private versions. Note that public versions are instantly visible for Providers that have access to this offer.

Click the Save button to successfully configure a new version of your offer. Once your offer version is activated, it can be listed within a product listing.

Navigate to the Versions section of the Offers module to access and manage a specific version of your offers.

Associate Offers with your Listing

Make your configured offers visible to your Provider by including this offer to your Listing. The following steps demonstrate how to associate your offers with your listings.

1. Launch the listing wizard

Click the Manage Listing button to launch the listing management wizard.

Create a new listing or edit your existing listing from the listings management wizard.

2. Include your offer

Select your offer within the Select offer step.

3. Save your listing

Click the Add button to finish. The wizard will provide your listing summary with your included offer.

Therefore, your offer will be successfully associated with your configured listing.

Access the Listings tab from your offer details screen to view the listings that include your offer.

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