Create Shared Offers

How to Create Shared Offers

Shared Offers allow you to create a single offer that can contain multiple items, with all items sharing the same configuration settings (pricing, billing frequency, shipping, etc.). This is ideal for bundled items or when you want to offer multiple items with identical terms.

Prerequisites

  • Access to the Vrio admin panel
  • Items already created in your Items catalog
  • Understanding of your desired billing and pricing structure

Step-by-Step Setup Process

1. Navigate to Offers

  1. From the main navigation, click Offers
  2. Click the Add Offer button in the top right

2. Configure Basic Offer Settings

In the "Add New Offer" modal, complete the following fields:

Required Fields:

  • Name: Enter a descriptive name for your offer (e.g., "Monthly Shared Offer")
  • Offer Type: Select Recurring for subscription-based offers or One Time for single purchases
  • Offer Product Type: Choose Shared (this enables the shared offer functionality)

Additional Settings:

  • Charge Frequency: Select how often customers will be billed
    • Options include various timeframes
    • For recurring offers, this determines the billing cycle
  • Active: Check this box to make the offer immediately available
  • Notes: Add any internal notes for reference (optional)

3. Submit Initial Offer Creation

Click Submit to create the basic offer structure. You'll see a success message: "Offer successfully added"

4. Add Items to Your Shared Offer

After creation, you'll be taken to the offer edit page. To add items:

  1. Navigate to the Items section in the left sidebar

  2. Click Add Item button

  3. In the "Add New Item For Offer" modal:

    • Item ID: Select from your available items dropdown
    • Choose from various item categories including:
      • Physical items (e.g., "Swing Chair with Hanging Chain", "Garden Gloves")
      • Digital items (e.g., "Digital + Print", "Free Trial")
      • Service items (e.g., "Insureship", "Premium")
      • Gift cards
      • And many more
  4. Select the desired item and add it to your offer

  5. Repeat this process to add multiple items to your shared offer


5. Review and Configure Additional Settings

Once items are added, you can access additional configuration sections:

  • Offer Details: Basic information and settings
  • Configuration: Pricing, billing, and business rules
  • Settings: Advanced offer controls
  • Responders: Email automation and communication
  • Reporting Labels: Analytics and tracking setup
  • Gift Details: Gift-specific configurations (if applicable)
  • Upsell Details: Cross-sell and upsell options
  • Swap Options: Product substitution rules
  • Other: Additional advanced features
  • Notes: Internal documentation

6. Save Your Shared Offer

Click Save in the top right to finalize your shared offer configuration.

Key Benefits of Shared Offers

  • Unified Configuration: All items in the offer share the same billing frequency, pricing rules, and shipping settings
  • Simplified Management: Make changes to billing or shipping that apply to all items at once
  • Flexible Item Selection: Add or remove items from the offer as needed
  • Streamlined Customer Experience: Customers see one cohesive offer with multiple items

Important Notes

  • All items in a shared offer will use the same billing frequency and pricing structure
  • You can mix different types of items (physical, digital, services) within a single shared offer
  • Shared offers are ideal for bundles, subscription boxes, or multi-item promotions
  • Each item maintains its individual item properties while sharing the offer-level configuration

Next Steps

With your shared offer created and items added, optimize it with these configuration options:

  • Shipping & Fulfillment - Configure delivery timing and shipping costs that apply to your item bundle
  • Customer Controls - Establish purchase limits, subscription management, and access restrictions
  • Email Automation - Build automated communication flows for your multi-item offer
  • Growth Tools - Implement upselling strategies and quantity-based incentives