Getting Started with Offers
A complete guide to using Intelligems Offers to create promotions, discounts, and special deals that boost sales and improve customer experience.
Offers User Guide
What are Offers?
Offers are powerful tools that help you create promotions and discounts for your online store. Think of them as digital coupons that work automatically when customers meet certain conditions.
With Offers, you can:
Give discounts on specific products or entire orders
Offer free shipping when customers spend enough
Create volume discounts that reward bigger purchases
Give free gifts to encourage more sales
Test different promotions to see which works best
The best part? Offers work automatically. Once you set them up, customers get the deals without needing special codes or complicated steps.
How to Access Offers
You can find the Offers feature in your Intelligems dashboard:
Log into your Intelligems account
Click "Create New Offer" to get started
Types of Offers
Intelligems gives you five different types of offers. Each one works best for different goals.
1. Amount off Products
This offer gives customers money off specific products you choose.
When to use it:
You want to promote certain items
You have products that aren't selling well
You want to clear out old inventory
How it works:
Pick which products get the discount
Choose how much money to take off (like $5 off or 20% off)
Set any minimum requirements (like "buy 2 to get the deal")
Example: Take $10 off all winter coats when customers buy any coat.
2. Amount off Order
This offer takes money off the customer's entire order total.
When to use it:
You want to encourage bigger purchases
You want to reward loyal customers
You're running a store-wide sale
How it works:
Set the discount amount (like $15 off or 10% off)
Choose minimum purchase requirements (like "spend $100 to get $15 off")
The discount applies to the whole order
Example: Get $20 off your order when you spend $150 or more.
3. Volume Discounts
These offers give bigger discounts when customers buy more items. You can create up to four different discount levels.
When to use it:
You want customers to buy more items
You sell products that work well together
You want to increase your average order size
How it works:
Create different discount tiers (like 10% off for 2 items, 20% off for 4 items)
Choose whether to base it on number of items or dollar amount
Customers automatically get the best discount they qualify for
Example:
Buy 2 items: Get 10% off
Buy 4 items: Get 20% off
Buy 6 items: Get 30% off
4. Free Shipping
This offer removes shipping costs when customers meet your requirements.
When to use it:
Shipping costs are stopping customers from buying
You want to encourage larger orders
You're competing with stores that offer free shipping
How it works:
Set minimum requirements (like "free shipping on orders over $50")
Choose which countries get free shipping
Pick which shipping methods to make free
Example: Free shipping on all orders over $75 within the United States.
5. Free Gift
This offer adds a free product to the customer's cart when they meet your requirements.
When to use it:
You want to introduce customers to new products
You have sample sizes or promotional items
You want to make customers feel special
How it works:
Choose which product to give away for free
Set requirements for getting the gift (like "spend $100")
Decide if the gift gets added automatically or if customers choose it
Example: Get a free travel-size lotion with any purchase over $60.
Setting Up Your First Offer
Follow these simple steps to create any type of offer:
Step 1: Choose Your Offer Type
Go to the Offers page in your dashboard
Click "Create New Offer"
Pick one of the five offer types
Give your offer a clear name (like "Summer Sale - 20% Off Dresses")
Step 2: Configure Your Offer
Set the discount amount - Choose how much to discount (percentage or dollar amount)
Pick eligible products - Select which products the offer applies to (or leave blank for all products)
Set minimum requirements - Decide if customers need to spend a certain amount or buy a certain number of items
Choose stacking options - Decide if this offer can combine with other offers
Step 3: Add Components (Optional)
You can add special features called components (via Global Styles) to help customers understand and use your offer:
Quantity Buttons - Help customers quickly add multiple items
Progress Bar - Show customers how close they are to earning the discount
Offer Message - Display promotional text on your website
Step 4: Set Up Targeting (Optional)
You can limit who sees your offer:
By location - Only show to customers in certain countries
By device - Only show to mobile or desktop users
By customer type - Only show to new or returning customers
Step 5: Preview and Activate
Use the preview feature to see how your offer will look
Test the offer to make sure it works correctly
Click "Activate" to make it live on your website
Understanding Offer Components
These buttons appear on product pages and help customers quickly add multiple items to their cart.
What they do:
Show customers different quantity options (like 1, 2, 3, or 5 items)
Make it easy to reach volume discount tiers
Display the savings for each quantity
When to use them:
You have volume discounts set up
Customers often buy multiple quantities of your products
You want to encourage larger purchases
How to set them up:
Add the quantity buttons component when creating your offer
Customize the button colors and styles in Global Styles
Add the code snippet to your product pages (your developer can help with this)
This bar shows customers how much more they need to spend or buy to earn rewards.
What it does:
Displays in the shopping cart
Shows progress toward the next discount tier
Updates automatically as customers add items
When to use it:
You have minimum purchase requirements
You want to encourage customers to add more items
You have multiple discount tiers
How to set it up:
Add the progress bar component when creating your offer
Customize the colors and messages in Global Styles
Add the code snippet to your cart page (your developer can help with this)
This component displays promotional messages about your offer throughout your website.
What it does:
Shows offer details to customers
Can appear as pop-ups or banners
Helps customers understand the deal
When to use it:
You want to promote your offer prominently
You need to explain complex offer rules
You want to create urgency or excitement
How to set it up:
Add the offer message component when creating your offer
Write clear, simple text about your offer
Choose where and how the message appears
Best Practices for Successful Offers
Keep It Simple
Use clear, easy-to-understand language
Avoid complicated rules or requirements
Make the benefit obvious to customers
Test Your Offers
Try different discount amounts to see what works best
Test different minimum requirements
Compare offers against each other to find winners
Make Requirements Achievable
Don't set minimum purchases too high
Make sure customers can realistically reach discount tiers
Consider your average order value when setting requirements
Promote Your Offers
Use the offer message component to highlight deals
Mention offers in your marketing emails
Add offer details to your website's announcement bar
Monitor Performance
Check your analytics regularly to see how offers are performing
Look at metrics like conversion rate and average order value
Adjust offers based on what the data tells you
Time Your Offers Well
Consider seasonal trends and shopping patterns
Avoid running too many offers at the same time
Plan offers around holidays and special events
Use Clear Messaging
Tell customers exactly what they need to do to get the deal
Use action words like "Buy," "Get," and "Save"
Include the discount amount in your messaging
Common Questions
Can I run multiple offers at the same time? Yes, but be careful about how they interact. You can choose whether offers "stack" (combine) or work separately.
How do customers see the offers? Offers appear automatically when customers meet the requirements. They'll see discounts in their cart and at checkout.
Can I change an offer after it's live? Yes, you can edit offers anytime. Changes take effect immediately.
Do I need technical skills to set up offers? Basic offers require no technical skills. Enabling components like progress bars and quantity buttons for the first time may need help from a developer, as you'll need to add some short code snippets to your theme.
How do I know if my offers are working? Check your Intelligems analytics dashboard to see offer performance, including how many customers used each offer and the impact on sales.
Getting Help
If you need assistance with setting up offers:
Check the technical integration guides for detailed setup instructions
Contact Intelligems support for help with complex configurations
Work with your developer for custom implementations
For more technical details about integrating offer components, see Integrating Components with Offers.
To learn about testing different offers against each other, see Testing Offer Experiences.
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