Offer Glossary

Below you will find every field within an Offer defined for a global Offer Glossary.

Field Name	Description	Note
Name	Internal name of the Offer
Offer Title	Title of the offer to be used within the hosted storefront.	If using a Vrio hosted storefront or checkout, this is what will display on the Item Page, Upsell Page and within the Cart.
Offer Description	Internal description of the offer
Offer Type	Determines if the offer recurs automatically based on charge rules or if it charges once at the time of sale and never auto-charges. One Time Sale A single payment for a product or service without any recurring charges. It is typically used for one-time purchases where customers pay for the item or service upfront and do not have any ongoing subscription or recurring orders. Recurring Customers are charged on a regular basis, usually monthly, quarterly, annually or a custom schedule. This allows customers to access or receive a product or service continuously for the duration of their subscription and are charged until cancelled or until Final Cycle is reached.
Dunning Schedule	Dunning typically follows a predefined series of steps or stages, which may involve automated communication as well as personal interactions, depending on the severity and duration of the unpaid balance.	For recurring offer types only
Offer Image
Active

Configuration

Field Name	Description	Notes
Charge Frequency	Determines how often a customer's payment method is billed or charged for the products or services they have purchased. It indicates the recurring pattern or schedule of charging customers for their ongoing subscriptions or recurring orders.	For recurring offer types only
Choose trigger
At	Time of Scheduled Charge A single payment for a product or service without any recurring charges. It is typically used for one-time purchases where customers pay for the item or service upfront and do not have any ongoing subscription or recurring orders. Time of Completed Charge Customers are charged on a regular basis, usually monthly, quarterly, annually or a custom schedule. This allows customers to access or receive a product or service continuously for the duration of their subscription and are charged until cancelled or until Final Cycle is reached. Delivered Package A single payment for a product or service without any recurring charges. It is typically used for one-time purchases where customers pay for the item or service upfront and do not have any ongoing subscription or recurring orders.
Final Cycle	When checked, after this cycle the order will be marked as Complete and no additional renewals or charges will occur.
Active
FULFILLMENT
Shipping Price	Specific shipping fee to always be applied when this Offer is utilized. This will be charged in addition to any Shipping Profile setup within the Campaign.
Multiple Shipments	When checked, this will associate multiple shipments to a single charge. You can set the number of shipments and frequency they should get these shipments.	Used for Prepaid Programs
Shipment Count	Total number of Shipments that should go out, per charge, for this offer	Used for Prepaid Programs
Shipment Frequency	Set the frequency between each shipment for the unique charge. This is what will trigger the shipment to post to the Fulfillment connection, if applicable.	Used for Prepaid Programs
Fulfillment Delay	Set in hours, this will delay the Shipment from posting to the Fulfillment Connection. Commonly used to alleviate shipments going out when quick cancels are high.
Fulfillment Delay Timeframe	Set timeframe for when all shipments for this offer will post to the Fulfillment Connection. Used for batch shipments.
Return Profile	Logic set in which you can determine what happens when a customer wants to return their shipment.
DISCOUNTS
Quantity Discount Profile	Set the Quantity Discount Profile to be used within this specific Offer.
Minimum Price	Set a minimum price, no matter discount options used, the Item may not be sold for under this amount.	Commonly used to avoid multiple discount stacking or Customer Support issues
Apply Multiple discounts to total	Determine how you want to calculate if multiple discounts are applied to this Offer.
RESPONDERS
	See here for more details on Offer Specific Responders
OTHER
Shipment Skippable	If checked, this will allow customers to skip any scheduled shipment (Shipment = Pending Post status)
Skippable	If checked, this will allow customers to skip any scheduled charge (Charge = Scheduled status)
Is trial	If checked, that indicates this is a trial cycle. This is utilized for Return Profile logic.
Transaction PostBack URL	Setup any URL where the information for a customer who purchases this Offer is posted.

Settings - Customer Handling

Field Name	Description	Notes
One per Customer	Restrict purchases to one per customer. A unique customer is created based on email address.
One per Card	Restrict purchases to one per card. A unique card is created based on full card number.
Global	If checked, this offer will be automatically added to every Campaign.
Exclude from Discounts	No discount can be applied on this offer.
Can Pause	If checked, a customer may pause their account. This is an indefinite pause.
Add Shipment	If checked, free shipments may be added to the order. This will create a unique shipment based on the Item they have purchased prior.
Editable Frequency	Can the frequency in which they are billed be edited? If checked, then frequencies may be edited.
Select Frequencies	Select specific frequencies to be allowed. If left blank, all will apply.
Expiration	Is there an expiration date on this Offer? Commonly used for Rx related offers, where after X months the offer is set to Expire and requires action to Unexpire.

Reporting Labels

Reporting labels are used to group Offers together or to add additional reporting details around Offers. These are filter dimensions within the analytics.

Field	Description
Code	Text field
Primary Category	Grouping 1
Secondary Category	Grouping 2

Gifting

Offers may be sold as gifts. When it is setup to be a gift you may customize the level of communication to go out.

Giftee - The person receiving the gift
Gifter - The person giving the gift

Field	Description
Is Gift	When Checked, gift logic will apply.
Gift Responder	This responder will be sent to the customer that gift was purchased for with instructions on how to claim their gift (Giftee). At time of checkout the customer can choose the day/time in which this is sent.
Claimed Giftee Responder	This responder is sent to the customer that once they have claimed a gift (Giftee). Commonly used as a receipt with instructions on their gift.
Claimed Giftor Responder	This responder is sent to a customer to notify them that a gift they purchased has been claimed (Gifter).

Upsell Details

Upsells are setup within the Offer. When an Offer is used at checkout, any Upsells associated.

Swap Options

Swap Options allow a customer to swap from one offer to another. This is commonly used for upgrading to a Suscribe and Save, or changing an existing subscription - for example moving from a 2 month prepaid to a Monthly Subscription.

Other

Postbacks can be used to submit information around an action that a subscriber has taken within this Offer.

Post Backs	Description
Offer Cancel Postback URL	An event will fire to the URL provided when a subscription utilizing this offer is cancelled.
Offer Reactivated Postback URL	An event will fire to the URL provided when a subscription utilizing this offer is reactivated.
Offer Expired Postback URL	An event will fire to the URL provided when a subscription utilizing this offer is expired.