---
schema_version: "1"
id: c80d87ca33f0b6ea3e9ee2521741dd8947d569c37514fd4b5aa4f4f73b46921c
title: Design Offers
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/mktg/264-0-0/offers_create.md
canonical_url: https://help.salesforce.com/s/articleView?id=mktg.offers_create.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 7c6fa032406cad8777174df1abecb0eda6149b411574763855ded9f3f66852cd
description: Use the Offer Console on the Home page of the Promotions & Offers app to design offers. Define the offer's duration and configure eligibility criteria to ensure that you reach the intended audience and meet your marketing objectives.
products:
  - Marketing
release: "264"
---
# Design Offers

Use the Offer Console on the Home page of the Promotions & Offers app to design offers. Define the offer's duration and configure eligibility criteria to ensure that you reach the intended audience and meet your marketing objectives.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>,&nbsp;<strong>Unlimited</strong>, and&nbsp;<strong>Developer</strong>&nbsp;Editions with Real-Time Offer Management</td></tr></tbody></table>

## Primary Information

Define the basic attributes and parameters for the offer:

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:25%">
          <col style="width:75%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d7244e70">Attribute</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d7244e73">Function</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Attribute" class="slds-cell-wrap" style="vertical-align:top;" headers="d7244e70 ">Offer Type</td>

            <td data-label="Function" class="slds-cell-wrap" style="vertical-align:top;" headers="d7244e73 ">
              <p>Select an offer type that contains the required configuration options and
                behavior.</p>
              <p style="margin-bottom:0;">If your admin created custom offer record types, you can't use the
                Master offer type.</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Attribute" class="slds-cell-wrap" style="vertical-align:top;" headers="d7244e70 ">Name</td>

            <td data-label="Function" class="slds-cell-wrap" style="vertical-align:top;" headers="d7244e73 ">Enter a unique name for the offer to identify it within the Offer
              Console.</td>

          </tr>
          <tr class="">
            <td data-label="Attribute" class="slds-cell-wrap" style="vertical-align:top;" headers="d7244e70 ">Description</td>

            <td data-label="Function" class="slds-cell-wrap" style="vertical-align:top;" headers="d7244e73 ">Provide a brief summary of the offer's marketing purpose for reference.</td>

          </tr>
          <tr class="">
            <td data-label="Attribute" class="slds-cell-wrap" style="vertical-align:top;" headers="d7244e70 ">Status</td>

            <td data-label="Function" class="slds-cell-wrap" style="vertical-align:top;" headers="d7244e73 ">Set the current lifecycle stage of the offer (for example, Draft, Active).
              Customers can interact only with offers that are set to Active.</td>

          </tr>
          <tr class="">
            <td data-label="Attribute" class="slds-cell-wrap" style="vertical-align:top;" headers="d7244e70 ">Promotion</td>

            <td data-label="Function" class="slds-cell-wrap" style="vertical-align:top;" headers="d7244e73 ">
              <p>Search for and link the offer to an existing promotion.</p>
              <p style="margin-bottom:0;">By default,
                offers inherit the eligibility logic of the parent promotion. If necessary, define
                custom eligibility logic.</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Attribute" class="slds-cell-wrap" style="vertical-align:top;" headers="d7244e70 ">Campaign</td>

            <td data-label="Function" class="slds-cell-wrap" style="vertical-align:top;" headers="d7244e73 ">Associate the offer with a specific marketing campaign to track engagement and
              performance within a broader initiative.</td>

          </tr>
          <tr class="">
            <td data-label="Attribute" class="slds-cell-wrap" style="vertical-align:top;" headers="d7244e70 ">Priority Number</td>

            <td data-label="Function" class="slds-cell-wrap" style="vertical-align:top;" headers="d7244e73 ">Enter a numerical value to determine the order in which this offer is shown to
              customers when they’re eligible for multiple offers.</td>

          </tr>
          <tr class="">
            <td data-label="Attribute" class="slds-cell-wrap" style="vertical-align:top;" headers="d7244e70 ">Start and End Date Time</td>

            <td data-label="Function" class="slds-cell-wrap" style="vertical-align:top;" headers="d7244e73 ">Select the exact date and time window for offer availability. To run an offer
              indefinitely, leave the end date blank.</td>

          </tr>
          <tr class="">
            <td data-label="Attribute" class="slds-cell-wrap" style="vertical-align:top;" headers="d7244e70 ">Offer Group</td>

            <td data-label="Function" class="slds-cell-wrap" style="vertical-align:top;" headers="d7244e73 ">Select the groups that you want the offer to be part of.</td>

          </tr>
        </tbody>
      </table>

## Offer Parameters

Configure offer identifiers.

 
| Attribute | Function |
| --- | --- |
| Coupon Code | Select a coupon that customers use to avail the offer. Ensure that the coupon is active during the offer period. |
| Offer Code | Enter the unique code to identify the offer across systems. |

## Eligibility Criteria

Determine who can view the offer and which products are involved:

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:25%">
          <col style="width:75%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d7244e236">Attribute</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d7244e239">Function</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Attribute" class="slds-cell-wrap" style="vertical-align:top;" headers="d7244e236 ">Audience Selection</td>

            <td data-label="Function" class="slds-cell-wrap" style="vertical-align:top;" headers="d7244e239 ">
              <p>If the offer is generic, select Applies to Everyone.</p>
              <p style="margin-bottom:0;">If the offer should be restricted to a specific set of audience, select the Data
                Cloud segments.</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Attribute" class="slds-cell-wrap" style="vertical-align:top;" headers="d7244e236 ">Eligible Categories</td>

            <td data-label="Function" class="slds-cell-wrap" style="vertical-align:top;" headers="d7244e239 ">Search for and select specific product categories to which the offer applies,
              such as for inventory clearance or category-specific launches. If you have already
              associated a promotion with the offer, the eligibility for the offer is inherited
              from the promotion.</td>

          </tr>
          <tr class="">
            <td data-label="Attribute" class="slds-cell-wrap" style="vertical-align:top;" headers="d7244e236 ">Eligible Products</td>

            <td data-label="Function" class="slds-cell-wrap" style="vertical-align:top;" headers="d7244e239 ">Select individual products that are valid for this offer. If you associated a
              promotion with the offer, the eligibility for the offer is inherited from the
              promotion.</td>

          </tr>
        </tbody>
      </table>

## What Happens After Saving?

You can then use the Offer Treatment section to design channel-specific creatives.