In this article you will learn: how to manage your membership offers with the offer configuration.
Quick guide to the administration:
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Settings / Membership signing / Offer configuration
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Edit settings for your sales tool
What are the benefits of this management?
Your contract offers form the basis for the sales tool and are also your basis for a successful online contract conclusion. We will show you the offer configuration, which allows you to bundle your contract offers as if you were creating an offer flyer.
Where can I find the offer configuration?
Under Settings / Membership signing / Offer Configuration you will find two activated standard configurations - one for all offers to be displayed in the sales tool, the other for the online contract conclusion via Branded Apps.
What can I set in the offer configuration?
Clicking on a line will take you to the corresponding detailed view, where you can add as many of your contract offers as you want to the configuration. Adding is the same as making your offers visible for the respective channel.
Within the configuration, the order of the contract offers can be varied, i.e. you determine which offers should appear first in the sales tool.
When creating a new contract offer, you will also be asked if you want to add the new offer directly to the active configuration. This saves you having to add new offers to the configuration afterwards.