> ## Documentation Index
> Fetch the complete documentation index at: https://zovi.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Offers, promotions & promo codes

> Approve suggested offers, create time-limited promotions and shareable promo codes, and track everything that's live or expired.

**Offers** is where you approve, create, and track everything promotional. It opens
on the **Approvals** inbox, the queue of suggested offers waiting for your decision,
and has four tabs: **Approvals**, **Live Offers**, **Offer History**, and
**Automatic Offers**. Everything to do with offers sits in one place.

<Note>
  The Offers suite covers offers, flash deals, scratch cards, and promo codes, all
  in one place.
</Note>

## The Approvals inbox

Nothing reaches a client until you approve it. Offers are proposed from several
sources and land here for your review.

<Frame caption="Screenshot: the Approvals tab grouped by Urgency, showing offer cards with source badges, 'Why this fired', a 'Within guard rails' chip, and Approve / Reject actions.">
  <img src="https://mintcdn.com/zovi/-jGoPdTQeb9B4m94/images/marketing-offers.png?fit=max&auto=format&n=-jGoPdTQeb9B4m94&q=85&s=58c7993d2ace73878cd3cc32ebe226d6" alt="Offer approvals inbox" width="1440" height="900" data-path="images/marketing-offers.png" />
</Frame>

### Where offers come from

Each card shows a **source** badge so you know what proposed it:

| Source                         | What proposed it                                |
| ------------------------------ | ----------------------------------------------- |
| **Manual**                     | An offer you started yourself.                  |
| **Zovi Intelligence**          | The Smart Offers AI. Shown with a purple badge. |
| **Win-back**                   | A client who's slipping away.                   |
| **Lapsed member**              | A member who's gone quiet.                      |
| **Stagnation**                 | A client who's stalled after a good start.      |
| **Seasonal**                   | A seasonal moment worth marking.                |
| **Birthday** / **Anniversary** | A client milestone.                             |

<Note>
  **Zovi Intelligence** needs about a 14-day warming period before it starts
  suggesting offers. Its suggestions always stay within your guardrails.
</Note>

### Read a card before you approve

Every card is designed to be approved in seconds:

* **Why this fired**: a plain-language reason the offer was proposed.
* **"Within guard rails · max {pct}% / €{eur}"**: a chip confirming the discount
  stays inside the limits set in your [Loyalty
  Engine](/settings/loyalty-engine).
* **Conflict box**: if the offer overlaps another one for the same client, you're
  told how it resolves. The rule is simple: a **targeted offer wins** over a
  broader one.

### Group the queue

Use the grouping control at the top to sort the queue:

* **Urgency**: buckets of **Needs you now**, **This week**, and **Scheduled**.
* **Source**: grouped by where each offer came from.

### Approve or reject

<Steps>
  <Step title="Review a card">
    Read **Why this fired** and check the **Within guard rails** chip. Use
    **Preview** to see exactly what the client would get.
  </Step>

  <Step title="Approve it">
    Select **Approve** on a single card. To clear the queue faster, use **Approve
    all (N)**, or tick several cards and choose **Approve selected**.
  </Step>

  <Step title="Reject if it's not right">
    Select **Reject** and add a short reason. The offer never reaches the client.
  </Step>

  <Step title="Tweak before approving">
    Use **Edit & approve** to change a headline, discount, or audience first, then
    approve the edited version.
  </Step>
</Steps>

<Tip>
  When the queue is empty you'll see **All caught up**, with nothing waiting on you.
</Tip>

## Live Offers

The **Live Offers** tab shows every offer currently running. For each one you get
live metrics (**Impressions**, **Redemptions**, **Conversion %**, and **Revenue**),
plus a **vs target** bar so you can see how it's tracking.

Use **View** to inspect an offer, **Duplicate** to reuse it as a starting point,
and **End now** to stop an offer immediately before its scheduled end.

## Offer History

The **Offer History** tab is the record of everything that's finished. It's a table
of **Offer**, **Source**, **Audience**, **Status**, **Redemptions**, **Revenue**,
and **Date**. Statuses include **Ended early**, **Expired**, and **Rejected**. Use
**Export CSV** to download the history for your own reporting.

## Create an offer

From the Approvals inbox, start a new offer and choose one of two types:

<CardGroup cols={2}>
  <Card title="Promotion" icon="bolt">
    A time-limited offer that appears in the app, a flash deal or a scratch card.
  </Card>

  <Card title="Promo code" icon="hashtag">
    A code clients apply at checkout or type in, great for sharing on social or
    with partners.
  </Card>
</CardGroup>

## Create a promotion

A **promotion** is a time-limited offer surfaced inside the client app.

<Steps>
  <Step title="Choose the reveal mode">
    Pick how the client uncovers the offer:

    * **Tap to reveal**: the client taps to see it.
    * **Scratch to reveal**: the "One-time Offer" scratch-card experience.
  </Step>

  <Step title="Write the headline and message">
    * **Promotion headline** becomes the push notification title.
    * **Promotion message** is the body shown in the app and in the push.

    Both are bilingual, so fill in **English** and **Deutsch**. The client app shows
    each client the copy for their language.
  </Step>

  <Step title="Set the discount">
    Choose **Percentage off** or **Amount off** and enter the value. The value is
    **capped by your guardrails**, so you can't exceed the maximum discount set in
    the [Loyalty Engine](/settings/loyalty-engine).
  </Step>

  <Step title="Set the duration and start">
    Set the **Duration** in days (default `3`). Choose a **Start date**, or leave it
    empty to start immediately.
  </Step>

  <Step title="Choose the audience">
    Decide who sees it:

    | Audience             | Who it reaches                          |
    | -------------------- | --------------------------------------- |
    | **All clients**      | Everyone with your app.                 |
    | **Segment**          | A rule-based group (see below).         |
    | **Specific clients** | People you search for and pick by name. |

    A **Segment** combines: membership status (`Any` / `Members` / `Non-members`),
    inactivity (**inactive since 30 / 60 / 90+ days**), and a minimum lifetime
    **spend €**.
  </Step>

  <Step title="Choose what it applies to">
    Set the eligible **treatments** using the **Included** / **Excluded** tabs (all
    treatments by default), and include **retail products** if you want the discount
    to cover products too.
  </Step>

  <Step title="Set the limits and visibility">
    * Turn on **One-time per client** so each client can redeem it only once.
    * Choose the channels: **Show as banner in app** (a card on the home screen)
      and **Send push notification on launch**.
  </Step>

  <Step title="Create it">
    Select create. If the promotion conflicts with another live offer you'll see a
    warning, so choose **Create anyway** to proceed. You'll see an **Offer created**
    confirmation.
  </Step>
</Steps>

<Info>
  Promotions reach clients through the **app banner** and **push notification**
  only. There's no SMS. For email, use the **Newsletter** tab in **Emails & Offers**.
</Info>

## Create a promo code

A **promo code** is a code clients apply at checkout or type in themselves, useful
for sharing on Instagram or with partners.

<Steps>
  <Step title="Set the code and discount">
    Enter the **promo code** text (for example, `SUMMER20`). Choose **Percentage
    off** or **Amount off** and enter the value. For a percentage code, set a **Max
    discount cap €** so a large order can't run away.
  </Step>

  <Step title="Add cart and usage limits">
    * **Min cart value €**: the smallest order the code applies to.
    * **Total redemption limit**: how many times it can be used overall (default
      `100`).
    * **Max uses per client**: how many times one client can use it.
  </Step>

  <Step title="Set expiry and audience">
    Set **Expiry** in days, or choose **Never**. Then pick the audience (**All**,
    **Segment**, or **Specific** clients) the same way as a promotion.
  </Step>

  <Step title="Choose what it applies to">
    Set the eligible **treatments** for the code.
  </Step>

  <Step title="Choose how it's delivered">
    Pick **at least one** delivery method:

    * **Show in app checkout**: clients tap to apply it during checkout.
    * **Requires code entry**: clients type the code in for Instagram or partner
      sharing.
  </Step>
</Steps>

<Warning>
  A code that is **neither** shown in the app **nor** typed in can never be used, so
  you must choose at least one delivery method.
</Warning>

## Send an offer to a single client

You don't have to start from the inbox. From a **client profile** you can select
**Send Offer** or **Send Win-Back Offer** (also available from the client list). It
opens the create flow already targeted to that person as a **Specific clients**
audience. See [Client offers & rewards](/clients/offers-and-rewards).

## Related

<CardGroup cols={2}>
  <Card title="Automated templates" icon="repeat" href="/marketing/templates">
    Birthday, Anniversary, and Lapsed Member offers that fire without per-offer
    approval.
  </Card>

  <Card title="Set your discount guardrails" icon="shield-halved" href="/settings/loyalty-engine">
    Owners set the maximum discount, automated discount amount, and monthly budget.
  </Card>
</CardGroup>