Creating and Managing Offers

Creating and Managing Offers

Offers are the core feature of Salelift. This guide will walk you through creating effective offers and managing them for maximum impact.

Creating Your First Offer

  1. From the Salelift dashboard, click the "Add offer" button in the top-right corner
  2. You'll be taken to the offer creation page with several sections to complete

Offer Basics

  1. Title: Enter a descriptive name for your offer (this is for your internal reference)
  2. Status: Select whether the offer should be "Active" or "Inactive" upon creation

Products Selection

  1. Click "Select products" to choose which products to include in your offer
  2. You can select products using the following methods:
    • Selection method: Choose how you want to select products
    • Sort by: Determine the order in which products appear
  3. Select the products you want to include in your offer

Placement

Choose where your offer will be displayed in the customer journey:

  • Product: Displayed on product pages
  • Cart: Displayed on the cart page
  • Checkout: Displayed during the checkout process
  • Post-purchase: Displayed after a purchase is completed
  • Thank You: Displayed on the order confirmation page
  • Orders: Displayed on the orders page

Offer placement options

Managing Existing Offers

Viewing All Offers

Navigate to the "Offers" section to see a list of all your offers. From here, you can:

  • Filter offers by status (All, Active, Inactive)
  • View recently updated offers
  • See offers specific to product pages or cart pages

Managing offers

Editing an Offer

  1. From the offers list, click on the offer you want to edit
  2. Make your changes to any of the offer parameters
  3. Click "Save" to apply your changes

Activating or Deactivating Offers

  1. From the offer edit page, change the "Status" dropdown to "Active" or "Inactive"
  2. Click "Save" to apply the change
  3. Alternatively, you can activate or deactivate offers from the offers list view

Display Rules

Each page type (Product, Cart, Checkout, etc.) has its own display rules that determine which offers are shown.

Configuring Global Product Page Rules

  1. Navigate to the "Product" section under Pages
  2. Set the "Display Rule" to one of the following:
    • Most recent offer
    • Custom rule (based on specific criteria)

Product page display rules

Product-Specific Rules

For individual product pages:

  1. Navigate to the product page settings
  2. Choose whether to use global settings or set up product-specific display rules
  3. If using product-specific rules, select which offers should be displayed on that particular product page

Product-specific rules

Offer Analytics

Track the performance of your offers in the Analytics section:

  1. Navigate to the "Analytics" section in the Salelift dashboard
  2. View metrics for all your offers, including:
    • Total views
    • Add to carts
    • Total purchases
    • Conversion rate
    • Total revenue
    • Average order value

Offer analytics

Analyzing Specific Time Periods

Use the time period filters to analyze performance over different timeframes:

  • 1 day
  • 7 days
  • 30 days
  • Custom date range

Best Practices for Effective Offers

Strategic Placement

  • Product pages: Use for complementary products or bundles
  • Cart: Ideal for last-minute additions or upgrades
  • Checkout: Best for warranty, protection plans, or small add-ons
  • Post-purchase: Great for related consumables or accessories
  • Thank You page: Perfect for subscription offers or loyalty programs

Monitoring and Optimization

  1. Regularly check your offer analytics
  2. A/B test different offers on the same page
  3. Adjust based on performance metrics
  4. Consider seasonal adjustments for holiday shopping periods

Using AI Recommendations

Salelift includes AI Magic to help optimize your offers:

  1. Enable AI Magic in your offer settings
  2. The AI will analyze customer behavior and purchase patterns
  3. Use these insights to refine your offer strategy over time

Troubleshooting Common Issues

Offers Not Displaying

  1. Check that the offer status is set to "Active"
  2. Verify that the display rules for the relevant page are correctly configured
  3. Ensure the product selection criteria match products in your store

Low Conversion Rates

  1. Review the offer placement - it may not be optimal for that particular product
  2. Check pricing strategy - the offer may not be compelling enough
  3. Consider the timing of the offer in the customer journey

For additional support, contact the Salelift team at aaron@salelift.app.