Offer operations

Design offers around the conditions that make them relevant.

Advanced Offers frames promotions as an operational decision: define the audience, the trigger, and the incentive before you plan the experience.

Shape offer behavior, customer data, channels, loyalty logic, and testing around your configuration and policies.

Advanced offer illustration

A more deliberate offer flow

01

Define the offer

Start with the catalog item, incentive, and terms that need to be clear.

02

Confirm who and when

Review audience criteria, event conditions, and approved communication channels.

03

Measure before changing

Agree on the feedback and data needed to evaluate the experience.

Offer targeting

Point an offer at the exact audience it is for.

Build a promotion once in the Dashboard, then decide where it runs and who qualifies from its own settings tabs, instead of building a separate campaign per segment.

Where you use it: Dashboard, Marketing

Dashboard Promotions enterprise list with a promotion named Promo November open, showing General, Sites, Business, Users, Loyalty Levels, and Rules tabs, with specific customers selected on the Users tab.

Scope and rules

Choose the discount type
Apply a promotion to the order subtotal or to the delivery fee.
Limit it to specific stores
Turn a promotion on only for the sites where it should apply.
Limit it to specific customers
Select individual users who can redeem a promotion, instead of opening it to every customer.
Connect it to loyalty levels
Tie a promotion to the loyalty levels that qualify for it.

Why it matters

  • Precise reach from one toolPersonalize which customers see an offer without building a separate campaign for each segment.

Offer areas

Make the constraints visible before you make the offer live.

Use these six approaches to define the mechanisms, data sources, and channels that fit your setup.

01

Personalization

Consider how an offer could reflect customer preferences or prior behavior.

02

Behavioral targeting

Define the customer actions or segments that are relevant to the offer.

03

A/B testing

Plan what would be compared and how the team would interpret the result.

04

Loyalty programs

Connect incentives with the loyalty structure that applies to the business.

05

Segmentation

Group customers around verified criteria before deciding how an offer applies.

06

Trigger-based offers

Review which events, channels, and conditions can responsibly initiate an offer.

Promotion management illustration
A promotion management view.

Review the offer system

Connect incentives to the operation that supports them.

Define the catalog rules, customer-data permissions, loyalty configuration, and communication channels that support each offer.

Talk to Ordering.co

Shape offers around real customer and operational context.

Bring the incentives, conditions, data, and teams that need to work together.