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IRIS Building a Cross-Sell Offer in IRIS

IRIS Building a Cross-Sell Offer in IRIS


Use these instructions when creating a cross-sell offer. 





How to Create a Cross-sell Offer 

  1. Hover over  and select  to start.
  2. Complete the following fields:


    Name*Enter a name for the creative.
    Item*Select an item for this creative. This can be an internal, Agora, or Non-Agora item.
    Item TypeThe item type will be auto filled based on the item.
    Creative Type*Select Offer as the creative type.
  3. Select





  4. Select 

  5. Complete the following fields:

        

    CampaignAssociates this Offer with the selected Campaign for Searching and other purposes, and helps to determine Campaign on an Effort.
    Notes

    Enter any notes relevant to your creative.

    Creative Status

    This will dictate the status of the Creative as Active, Shelved, or Expired. The status can be changed by selecting .

    TagsEnter any tags you would like to have to help identify your creatives.



    Choice Code*For each additional choice for your offer, enter a main Choice code.
    Term/QTY 1*

    For each main offer choice, select the Term/ Quantity that the item will be offered.

    Click to add additional prices to this choice.

    Price*For each additional main offer choice, enter the Price of the choice
    Policy*For each main offer choice, select the Refund Policy
    Description *For each main offer choice, enter a description of the choice.
    Agora Partners

    The

    button allows you to select other Agora companies that can use this offer in their IRIS instance. 

  6. Select 



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