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

A more deliberate offer flow
Start with the catalog item, incentive, and terms that need to be clear.
Review audience criteria, event conditions, and approved communication channels.
Agree on the feedback and data needed to evaluate the experience.
Offer targeting
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

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

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

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

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

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

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

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

Review the offer system
Define the catalog rules, customer-data permissions, loyalty configuration, and communication channels that support each offer.
Talk to Ordering.coBring the incentives, conditions, data, and teams that need to work together.