Selectable Offer Types for Tailored Strategies
Our feature provides flexibility in crafting targeted promotions or discounts based on various aspects of sales or purchases. Whether focusing on the quantity sold, the total sales amount, the volume of purchases, or the overall value of acquisitions, you can align your offers with specific business goals and customer needs.
![](/images/screens/marketing/offers/Selectable-Offer-Types-for-Tailored-Strategies.png)
![](/images/screens/marketing/offers/Selecting-Scheme-Types-for-Targeted-Promotions.png)
Selecting Scheme Types for Targeted Promotions
Enhance your promotional strategies with the ability to select specific scheme types, such as:
- Points
- Free-of-Cost (FoC) Value on Invoice
- Free-of-Cost (FoC) Value for a Period
This versatile feature allows you to tailor promotions to fit different marketing objectives and customer preferences.
Choosing the Incentive Type: Debit or Credit Note
Take control of your financial processes by selecting the precise incentive type, whether a Debit or Credit Note, that aligns with specific financial strategies or transactions, providing a seamless way to manage incentives or adjustments. Tailored approach to these essential financial documents can respond more effectively to diverse business scenarios.
![](/images/screens/marketing/offers/Choosing-the-Incentive-Type-Debit-or-Credit-Note.png)
(Make more deals faster)
(Over a dozen reusable components built to provide iconography, dropdowns, input groups, navigation, alerts, and much more.)
Selecting Contact Groups for Offers
Tailor your promotions by selecting specific contact groups for whom the offers need to be applied for targeted and effective marketing, allowing you to reach the right audience with the most relevant incentives. This feature provides the control to align your offers strategically, enhancing engagement and driving success.
Tailored Item Selection Through Tags or Manual Choice
Opt for a personalized approach in item selection by utilizing tags or manual selection to categorize and choose items based on specific criteria or individual preferences. Whether grouping products for a special promotion or segregating items based on seasonal trends, this feature allows you to align with your business goals.
Create Incentive Slabs for Strategic Planning
Incorporating strategic flexibility in your reward structure by creating incentive slabs tailored to your business plan allows you to define different levels or "slabs" of incentives, each with unique criteria and rewards. Offering graduated incentives based on performance, purchase volumes, or other relevant factors reinforces trust and collaboration.
![](/images/screens/marketing/offers/Selecting-Contact-Groups-for-Offers.png)
![](/images/screens/marketing/offers/Tailored-Item-Selection-Through-Tags-or-Manual-Choice.png)
![](/images/screens/marketing/offers/Create-Incentive-Slabs-for-Strategic-Planning.png)
(Make more deals faster)
(Over a dozen reusable components built to provide iconography, dropdowns, input groups, navigation, alerts, and much more.)
Viewing Wallets in Invoice Adjustment or Receipt Creation
![Features Image](/images/screens/marketing/offers/Viewing-Wallets-in-Invoice-Adjustment-Creation.png)
Gain visibility into generated wallets during invoice adjustments or when creating receipts. Our feature provides real-time insight into wallet balances and adjustments, facilitating accurate transaction management and ensuring that financial interactions are transparent, accurate, and aligned with your operational needs and your customer's expectations.
(Outstanding Features)
(Over a dozen reusable features built to provide iconography, dropdowns, input groups, alerts, and much more.)
Generating Credit/Debit Notes Based on Scheme Type
Effortlessly tailor your financial documents by generating Credit or Debit Notes by selecting specific scheme types. Our feature offers the flexibility to align with your particular incentives or promotional efforts, whether points-based, FoC value on an invoice, or FoC value over a defined period, making complex tasks more accessible and efficient.
Stay Informed About the Offer Lifecycle
Receive timely notifications about the entire lifecycle of offers. From inception to expiration, these alerts keep you informed about every stage, enabling proactive management and alignment with marketing goals. These notifications ensure you're always in sync with your promotional activities.
(How it Works)
![](/images/screens/marketing/offers/Adding-Multiple-Free-of-Charge-(FOC)-Items-.png)
Adding Multiple Free-of-Cost (FOC) Items
Adding multiple free gifts or extras to a deal allows you to create promotions that truly resonate with your customers. Our feature isn't just about giving things away; it allows you to craft exciting packages that cater to different tastes and needs, giving your customers something special that keeps them coming back.
![](/images/screens/marketing/offers/Tailoring-Offers-to-Specific-Contacts.png)
Tailoring Offers to Specific Contacts
Create a more personalized customer experience by managing which contacts are included or excluded from specific offers. This feature allows you to exercise control over who sees what, whether it's targeting loyal customers with exclusive discounts or omitting a certain segment from a particular promotion.
![](/images/screens/marketing/offers/Customizing-Offer-Dates-for-Individual-Customers.png)
Customizing Offer Dates for Individual Customers
Modify the start and end dates of offers for specific customers to suit unique promotional strategies or individual customer needs. Specifying the validity of an offer enables a more personalized approach, aligning promotional events, milestones, or purchasing behaviors for different customers.
(Make more deals faster)
(Over a dozen reusable features built to provide iconography, dropdowns, input groups, alerts, and much more.)
![](/images/screens/marketing/offers/Automated-Inclusion-of-New-Customers-in-Offers.png)
Automated Inclusion of New Customers in Offers
Ensure every new customer is immediately engaged by automatically adding them to ongoing offers based on assigned tags. This streamlined process helps deliver customers a consistent and personalized experience right from their first interaction with your business.
![](/images/screens/marketing/offers/Duplicate-Existing-Offers-with-Ease.png)
Duplicate Existing Offers with Ease
Simplify your marketing efforts by duplicating existing offers. This feature allows for the seamless creation of new promotions by replicating previous ones, saving time, and maintaining consistency across different campaigns or target groups. It's wise to extend successful strategies without rebuilding them from scratch.
![](/images/screens/marketing/offers/Hassle-Free-Pay-Out-in-Case-of-Returns.png)
Hassle-Free Pay-Out in Case of Returns
The system automatically adjusts for any returns made during a specific period, subtracting the value of the returned products. The seamless customer pay-out process eliminates manual calculations and potential errors, simplifying transactions and fostering trust, all while speeding up the work of the accounts department.
![](/images/screens/marketing/offers/Data-Import-and-Export-for-Offer-Plans.png)
Data Import and Export for Offer Plans
Easily import or export Offer Plan data with this feature. This function simplifies the process from integrating various data sources to exporting for analysis, enabling efficient data movement, informed decisions, and strategic planning. This tool provides a seamless connection between data sets and offers strategies.