Create an offer for the customer account

Create an offer when you want customers to see a deal the next time they open their account: an early-booking discount on a trip, a reward for loyal customers, or a seasonal message.

Before you start

• You need permission to manage offers and promo codes.
• Customers see offers only when the customer account is switched on (Settings → Customer portal and loyalty → Customers can sign in).
• For customers to book the offer's trip from their account, the trip must be open to them in Settings → Customer portal and loyalty → Trips customers can book (On request or Instant).
• To aim the offer at a group, the customers must have that group (Segment) or a tag in their file. The groups are edited in Settings → Lists → Customer groups.

Steps

1. Open Offers and press New offer.
2. Press Add a picture and choose a JPEG, PNG or WebP picture. The preview at the top shows how customers see it.
3. Type the Title in English and the Title in Arabic, then a few lines in Text in English and Text in Arabic.
4. In Trip, choose the trip the offer is for, or keep Any trip. With a trip, customers book it straight from the offer.
5. In Discount, choose % and type the Percent off, or Amount and type the Amount off, or None for a message without a discount.
6. Under Who sees it, press the customer groups the offer is for, and type tags in Or customers tagged if needed. Leave both empty for every customer.
7. Set Starts and Last day if the offer runs for a limited time. Set Smallest group if it needs a minimum number of travellers.
8. If your agency has more than one branch, choose the Branch, or keep All branches. An offer of one branch works only on bookings of that branch. If your role covers only some branches, choose your branch: All branches is not offered.
9. Keep Show in the customer account on. Use Order to place it before other offers (lower numbers first).
10. Press Save.

After you save

• The message Offer saved appears and the card shows Running when today is inside its dates. An offer with a later start date shows Not in its dates until then.
• Customers who match the offer see it in their account during its dates. Customers who do not match do not see it.
• When a customer books with the offer, the booking gets an "Offer: …" line with the discount, and the card's Used count goes up by one.
• To stop the offer early, turn Active off on its card.

If something goes wrong

• Save stays grey: the Title in English is empty.
• A percent discount is at most 100: lower the Percent off.
• The discount cannot be negative: type zero or more.
• The offer ends before it starts: the Last day is before Starts. Change one of the dates.
• The offer is saved, but the picture was not uploaded: …: the offer is saved without the picture, and the reason follows, for example Use a JPEG, PNG or WebP picture. Choose another picture and press Save again: the same offer is updated, no copy is made.
• This trip belongs to another branch than the offer: an offer of one branch can only be for a trip of that branch. Change the Trip or the Branch.
• Choose your branch for this offer: your role covers only some branches. Choose your branch in Branch.
• The offer does not show in the customer account: check that it is Running, that Show in the customer account is on, and that the customer is in one of its groups or has one of its tags.