# How to Set Up an Early Access Sale

## Early Access Sale

You can use Offers to power your Early Access Sales. If you'd like to create a rich experience for VIP customers that you offer Early Access to, use build an Offer that updates the content, powers the discount automatically, and makes the customer feel special.

{% hint style="info" %}
Offer Personalizations & Offer Testing are available on Core, Plus, and Blue plans.
{% endhint %}

**Goal:** Create VIP early access moment; replicate the public sale experience

**Who:** VIP customers

**What:** 25% off your order

**When:** 2-5 days before the public sale launches

**Offer Type:** Percentage off your order; most common use case

**Amount:** 25%

* This amount might be set based on the goal of the sale, competitive landscape, or MAP policy with retailers

**Offer Experience:**

* Timing: Time-limited, typically 2-5 days
* Where:
  * Website
    * Homepage
    * PDP banners
    * Cart
    * Checkout
  * Email & SMS to VIP customers
  * VIP Facebook or WhatsApp group
* Activation: Automatic, no code, with a scheduled start time and scheduled end time

**Why it works:** Customers love feeling like VIPs and getting early access to sales, plus it's a natural urgency moment since it's time-bound.

### How to Set Up This Offer in Intelligems

{% embed url="<https://www.loom.com/share/d57f558e19a743d396d0c692bc485f35?sid=40bbddb4-f8a2-4144-8bec-57aa65fa306c>" %}

1. Go to Personalizations > **Offers**
2. Select **Amount off Order**
3. Add an Offer name (internal name) like Early Access 25% off
4. Add a Discount name that matches the sale. This will be shown to shoppers in their cart and at checkout.
   1. e.g. Exclusive Early Access 25% off
5. Select discount value
   1. Choose **percentage off order** to offer a discount amount on their order
   2. Choose **dollar off per order** to offer a flat dollar amount discount on their order
6. Choose if you want minimum purchase requirements
   1. Select quantity of items if you want a customer to purchase a minimum X units to qualify for the discount
   2. Select subtotal of items if you want a customer to purchase a minimum $ amount to qualify for the discount
7. Leave the box unchecked if there are no minimum requirements for the discount to be applied
8. Select which products you want this discount to be applied to. It will apply to all products by default if no products are selected.
   1. You can select products based on Product Type, Vendor, Status, Collections, and also search for individual products

{% hint style="info" %}
We recommend setting up a Sale collection in Shopify and then select that collection
{% endhint %}

9. Choose if you want this discount to combine with other Shopify discounts
   1. Examples: a Welcome Offer, loyalty, affiliate, influencer, or any other discount you have live in your Shopify backend that is set up to be combined with other discounts
10. Add components like **Progress Bar** or **Offer message** to support the discount messaging
11. Configure your components
    1. Make sure you've previously installed these components in your theme via Global Styles tab
12. Click **Complete offer setup**
13. At this point, you can make additional modifications by clicking **+ Add modification**
    1. You can update the content, launch a different Theme or Template, and update styles or javascript
    2. We recommend launching your public Sale theme to this audience with some additional content edits using the words Early Access across the site to make it feel special
14. Add **Targeting** to choose which shoppers you want to see this 25% off discount Offer. In this case, select **Link** and choose homepage or drive to the sale collection page
15. Copy that link
16. **Save** your Offer
17. **Preview** your Offer on desktop and mobile
18. When everything looks good, **Schedule Your Personalization** or **Activate** to go live
    1. You can select a Start time and Stop time when scheduling
19. Share the link with your VIP Early Access customers via SMS, email etc.

{% hint style="info" %}
Shoppers will only be able to access that Offer via that link. All other visitors will see your current site with no Offer.
{% endhint %}

20. Double-check everything else on your list to make sure you're supporting this Early Access sale as intended.


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