Setting Up an Offer
Setting Up an Offer
Purpose:
The purpose of this walkthrough is to help you set up any promotions, subscriptions or any special offers you have on our CRM.
Pre Requisites:
A name for your offer
Offer Image
Price Point
A Funnel page
A code
Set up various offers with ease.
If you haven't already, please check out our videos on the structure of products and offers so you have a good understanding of how to structure your offers.
Set up various integrations with ease.
Click on Offerson the left side menu. Here you can view all your current offers
Click the blue plus signto add additional offers
Add your offer name and the brand the offer applies to
Click save and you will see this screen pop up:
Here you can add:
An image
Applicable selling channels
Funnel for offer
Terms & conditions
Once you are happy with your offer, click save
Checklist:
Offer name
Offer Image
Funnel
Price Point