Create your first offer

1. Open Offers and select Create offer. From the Setup guide, Choose a template opens the same gallery.
2. Filter the gallery by goal, such as Give a gift, Bundle products, Discount or Shipping, or search the templates.
3. Pick a template. Templates your plan does not include show their minimum plan and open an upgrade preview.
4. Work through the steps. Each step asks one question, for example What does a shopper need to do? or What do shoppers get?.
5. Open Review, fix anything it lists and select Publish. See Publish, schedule and pause an offer.

What to know

• Your work saves as a draft as you go. The only thing a draft needs is a name; Review checks everything else.
• On a first offer, some templates open in a short version with just the key fields. Select More options for every step.
• Use the editor menu to Save draft, Test with a cart or Copy offer ID. Testing needs a saved draft.
• The offer keeps a name only your team sees, and an optional Title shoppers see.