# Source: https://docs.intelligems.io/personalizations/getting-started-with-offers.md

# Offer Personalizations

## Offers User Guide

## What are Offers?

Offers are powerful tools that help you create promotions and discounts for your online store. Think of them as digital coupons that work automatically when customers meet certain conditions.

With Offers, you can:

* Give discounts on specific products or entire orders
* Offer free shipping when customers spend enough
* Create volume discounts that reward bigger purchases
* Give free gifts to encourage more sales
* Test different promotions to see which works best

The best part? Offers work automatically. Once you set them up, customers get the deals without needing special codes or complicated steps.

### How to Access Offers

You can find the Offers feature in your Intelligems dashboard:

1. Log into your Intelligems account
2. Go to <https://app.intelligems.io/experiences/offers>
3. Click "Create New Offer" to get started

## Types of Offers

Intelligems gives you five different types of offers. Each one works best for different goals.

#### 1. Amount off Products

This offer gives customers money off specific products you choose.

**When to use it:**

* You want to promote certain items
* You have products that aren't selling well
* You want to clear out old inventory

**How it works:**

* Pick which products get the discount
* Choose how much money to take off (like $5 off or 20% off)
* Set any minimum requirements (like "buy 2 to get the deal")

**Example:** Take $10 off all winter coats when customers buy any coat.

#### 2. Amount off Order

This offer takes money off the customer's entire order total.

**When to use it:**

* You want to encourage bigger purchases
* You want to reward loyal customers
* You're running a store-wide sale

**How it works:**

* Set the discount amount (like $15 off or 10% off)
* Choose minimum purchase requirements (like "spend $100 to get $15 off")
* The discount applies to the whole order

**Example:** Get $20 off your order when you spend $150 or more.

#### 3. Volume Discounts

These offers give bigger discounts when customers buy more items. You can create up to four different discount levels.

**When to use it:**

* You want customers to buy more items
* You sell products that work well together
* You want to increase your average order size

**How it works:**

* Create different discount tiers (like 10% off for 2 items, 20% off for 4 items)
* Choose whether to base it on number of items or dollar amount
* Customers automatically get the best discount they qualify for

**Example:**

* Buy 2 items: Get 10% off
* Buy 4 items: Get 20% off
* Buy 6 items: Get 30% off

#### 4. Free Shipping

This offer removes shipping costs when customers meet your requirements.

**When to use it:**

* Shipping costs are stopping customers from buying
* You want to encourage larger orders
* You're competing with stores that offer free shipping

**How it works:**

* Set minimum requirements (like "free shipping on orders over $50")
* Choose which countries get free shipping
* Pick which shipping methods to make free

**Example:** Free shipping on all orders over $75 within the United States.

#### 5. Free Gift

This offer adds a free product to the customer's cart when they meet your requirements.

**When to use it:**

* You want to introduce customers to new products
* You have sample sizes or promotional items
* You want to make customers feel special

**How it works:**

* Choose which product to give away for free
* Set requirements for getting the gift (like "spend $100")
* Decide if the gift gets added automatically or if customers choose it

**Example:** Get a free travel-size lotion with any purchase over $60.

## Setting Up Your First Offer

Follow these simple steps to create any type of offer:

#### Step 1: Choose Your Offer Type

1. On the left navigation under Personalizations, click on Offers
2. Click "Create New Offer"
3. Pick one of the five offer types
4. Give your offer a clear name (like "Summer Sale - 20% Off Dresses")

#### Step 2: Configure Your Offer

1. **Set the discount amount** - Choose how much to discount (percentage or dollar amount)
2. **Pick eligible products** - Select which products the offer applies to (or leave blank for all products)
3. **Configure item mix settings** - By default, customers can mix and match eligible products to qualify for your discount. Enable "Require same item purchases" if customers must buy multiple units/subtotal of the *same* product to reach discount thresholds (useful for creating product-specific volume discounts)
4. **Set minimum requirements** - Decide if customers need to spend a certain amount or buy a certain number of items
5. **Choose stacking options** - Decide if this offer can combine with other offers

#### Step 3: Add Components (Optional)

You can add special features called components (via [**Global Styles**](https://docs.intelligems.io/general-features/global-styles)) to help customers understand and use your offer:

* **Quantity Buttons** - Help customers quickly add multiple items
* **Progress Bar** - Show customers how close they are to earning the discount
* **Offer Message** - Display promotional text on your website

#### Step 4: Set Up Targeting (Optional)

You can limit who sees your offer:

* **By location** - Only show to customers in certain countries
* **By device** - Only show to mobile or desktop users
* **By customer type** - Only show to new or returning customers

#### Step 5: Preview and Activate

1. Use the preview feature to see how your offer will look
2. Test the offer to make sure it works correctly
3. Click "Activate" to make it live on your website

### Understanding Offer Components

#### [Quantity Buttons](https://docs.intelligems.io/offer-personalizations/quantity-buttons)

These buttons appear on product pages and help customers quickly add multiple items to their cart.

**What they do:**

* Show customers different quantity options (like 1, 2, 3, or 5 items)
* Make it easy to reach volume discount tiers
* Display the savings for each quantity

**When to use them:**

* You have volume discounts set up
* Customers often buy multiple quantities of your products
* You want to encourage larger purchases

**How to set them up:**

1. Add the quantity buttons component when creating your offer
2. Customize the button colors and styles in Global Styles
3. Add the code snippet to your product pages (your developer can help with this)

#### [Progress Bar](https://docs.intelligems.io/offer-personalizations/progress-bars)

This bar shows customers how much more they need to spend or buy to earn rewards.

**What it does:**

* Displays in the shopping cart
* Shows progress toward the next discount tier
* Updates automatically as customers add items

**When to use it:**

* You have minimum purchase requirements
* You want to encourage customers to add more items
* You have multiple discount tiers

**How to set it up:**

1. Add the progress bar component when creating your offer
2. Customize the colors and messages in Global Styles
3. Add the code snippet to your cart page (your developer can help with this, following [this guide](https://docs.intelligems.io/offer-personalizations/offers-integrating-widgets#offer-progress-bar))

#### [Offer Message](https://docs.intelligems.io/offer-personalizations/slide-outs)

This component displays promotional messages about your offer throughout your website.

**What it does:**

* Shows offer details to customers
* Can appear as pop-ups or banners
* Helps customers understand the deal

**When to use it:**

* You want to promote your offer prominently
* You need to explain complex offer rules
* You want to create urgency or excitement

**How to set it up:**

1. Add the offer message component when creating your offer
2. Write clear, simple text about your offer
3. Choose where and how the message appears

## Best Practices for Successful Offers

#### Keep It Simple

* Use clear, easy-to-understand language
* Avoid complicated rules or requirements
* Make the benefit obvious to customers

#### Test Your Offers

* Try different discount amounts to see what works best
* Test different minimum requirements
* Compare offers against each other to find winners

#### Make Requirements Achievable

* Don't set minimum purchases too high
* Make sure customers can realistically reach discount tiers
* Consider your average order value when setting requirements

#### Promote Your Offers

* Use the offer message component to highlight deals
* Mention offers in your marketing emails
* Add offer details to your website's announcement bar

#### Monitor Performance

* Check your analytics regularly to see how offers are performing
* Look at metrics like conversion rate and average order value
* Adjust offers based on what the data tells you

#### Time Your Offers Well

* Consider seasonal trends and shopping patterns
* Avoid running too many offers at the same time
* Plan offers around holidays and special events

#### Use Clear Messaging

* Tell customers exactly what they need to do to get the deal
* Use action words like "Buy," "Get," and "Save"
* Include the discount amount in your messaging

## Common Questions

**Can I run multiple offers at the same time?** Yes, but be careful about how they interact. You can choose whether offers "stack" (combine) or work separately.

**How do customers see the offers?** Offers appear automatically when customers meet the requirements. They'll see discounts in their cart and at checkout.

**Can I change an offer after it's live?** Yes, you can edit offers anytime. Changes take effect immediately.

**Do I need technical skills to set up offers?** Basic offers require no technical skills. Enabling components like progress bars and quantity buttons for the first time may need help from a developer, as you'll need to add some short code snippets to your theme.

**How do I know if my offers are working?** Check your Intelligems analytics dashboard to see offer performance, including how many customers used each offer and the impact on sales.

## Getting Help

If you need assistance with setting up offers:

* Check the technical integration guides for detailed setup instructions
* Contact Intelligems support for help with complex configurations
* Work with your developer for custom implementations

For more technical details about integrating offer components, see [Integrating Components with Offers](https://docs.intelligems.io/offer-personalizations/offers-integrating-widgets).

To learn about testing different offers against each other, see [Testing Offers](https://docs.intelligems.io/offer-personalizations/testing-offer-personalizations).