> ## Documentation Index
> Fetch the complete documentation index at: https://help-plum.xoxoday.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating and Managing Offers

*Learn all about creating offers on Loopr merchant portal*

The Offers module in the merchant portal enables admins to create, customize, and manage a wide range of promotional offers.

## Creating Offers

To create a new offer:

<Steps>
  <Step title="Click Create Offer">
    Click the "**Create Offer**" button.

    <Frame>
      <img src="https://mintcdn.com/plum/FAXZYoma53rhWTdG/images/intercom/help-center-offers-management-offer-management-for-merchants-creating-and-managing-offers-13052110/3ca61105f8acc53496613276011a97b82a4af5376216aee94e6647a8f42a4bac-Screenshot_2025-06-10_at_4_22_19_PM.png?fit=max&auto=format&n=FAXZYoma53rhWTdG&q=85&s=77624384232800d59aa7566800f42351" alt="" width="2280" height="1580" data-path="images/intercom/help-center-offers-management-offer-management-for-merchants-creating-and-managing-offers-13052110/3ca61105f8acc53496613276011a97b82a4af5376216aee94e6647a8f42a4bac-Screenshot_2025-06-10_at_4_22_19_PM.png" />
    </Frame>
  </Step>

  <Step title="Select the offer type">
    * Discount (percentage-based)

    * Fixed-value (e.g., \$10 off)

    * Free-format (custom offer format)

    * Product (physical or digital product)

    <Frame>
      <img src="https://mintcdn.com/plum/FAXZYoma53rhWTdG/images/intercom/help-center-offers-management-offer-management-for-merchants-creating-and-managing-offers-13052110/bfbf21a512676b0ec6bb9bf37058002561c22f98d77259f2b349ec6be1b77d3b-Screenshot_2025-07-10_at_8_16_07_AM.png?fit=max&auto=format&n=FAXZYoma53rhWTdG&q=85&s=06c1b825ae0f8927e98a28529732ef04" alt="" width="2880" height="1620" data-path="images/intercom/help-center-offers-management-offer-management-for-merchants-creating-and-managing-offers-13052110/bfbf21a512676b0ec6bb9bf37058002561c22f98d77259f2b349ec6be1b77d3b-Screenshot_2025-07-10_at_8_16_07_AM.png" />
    </Frame>
  </Step>

  <Step title="Fill in all required fields">
    After selecting the offer type, fill in all required fields across the following sections:

    * Time Zone

    * Brand Name

    * Display Title

    * Face Value (use drop-down menu to select)

    * Offer Image

    * Description

    * Voucher Code Info

    * Redemption Info

    <Frame>
      <img src="https://mintcdn.com/plum/FAXZYoma53rhWTdG/images/intercom/help-center-offers-management-offer-management-for-merchants-creating-and-managing-offers-13052110/34a8ee1a179e977df154a6769c52442e2587a84ed9ff90218bf3efaef89c21ae-Screenshot_2025-07-10_at_8_20_09_AM.png?fit=max&auto=format&n=FAXZYoma53rhWTdG&q=85&s=427146be679a70e995cf59f77742a188" alt="" width="2378" height="1618" data-path="images/intercom/help-center-offers-management-offer-management-for-merchants-creating-and-managing-offers-13052110/34a8ee1a179e977df154a6769c52442e2587a84ed9ff90218bf3efaef89c21ae-Screenshot_2025-07-10_at_8_20_09_AM.png" />
    </Frame>

    <Frame>
      <img src="https://mintcdn.com/plum/FAXZYoma53rhWTdG/images/intercom/help-center-offers-management-offer-management-for-merchants-creating-and-managing-offers-13052110/ec095441a8f3133cd91e650af2f87a32c98e7b1f5ceb3a0373b4c6804b9a5cb6-Screenshot_2025-06-10_at_4_46_03_PM.png?fit=max&auto=format&n=FAXZYoma53rhWTdG&q=85&s=43f08f06c5c62190affb704e3e3b0e40" alt="" width="2192" height="1490" data-path="images/intercom/help-center-offers-management-offer-management-for-merchants-creating-and-managing-offers-13052110/ec095441a8f3133cd91e650af2f87a32c98e7b1f5ceb3a0373b4c6804b9a5cb6-Screenshot_2025-06-10_at_4_46_03_PM.png" />
    </Frame>
  </Step>

  <Step title="Click Create">
    Once all the details are filled in, click the "**Create**" button to save the offer.
  </Step>
</Steps>

***

## Managing Offers

The Offers module in the Loopr Merchant Portal allows you to create, manage, and optimize promotional offers. Once offers are created, you can manage them using several built-in tools and actions.

### 1. Search & Filter Offers

The Loopr Merchant Portal makes it easy to find specific offers with the help of a powerful search bar and filter system.

You can apply one or more filters to narrow down your offer list based on various attributes.

### Available Filters:

* **1.1 Offer Title** — Enter keywords or the full title of the offer to search directly by name.

* **1.2 Store** — Use the drop-down menu to select a specific store associated with the offer.

* **1.3 Location** — Filter offers by their associated location using the location drop-down list.

* **1.4 Web Portals** — Select one or more web portals through which the offer is published.

* **1.5 Offer Type** — Choose from the following types:

  * Discount

  * Fixed Value

  * Free Format

  * Product

* **1.6 Status** — Filter offers based on their current status:

  * Published

  * Unpublished

  * Publishing

  * Expired

  * Draft

* **Expiry Date** — Use the calendar UI to select a date or range for when the offer is set to expire.

<Frame>
  <img src="https://mintcdn.com/plum/FAXZYoma53rhWTdG/images/intercom/help-center-offers-management-offer-management-for-merchants-creating-and-managing-offers-13052110/99fecbb6f38cb5a4418831236b0c0bfe4161ccf7c8c405592a032c152429c543-Screenshot_2025-07-10_at_8_32_26_AM.png?fit=max&auto=format&n=FAXZYoma53rhWTdG&q=85&s=9a5b81affa4eb928dcb25e7dfc385b3b" alt="" width="2328" height="784" data-path="images/intercom/help-center-offers-management-offer-management-for-merchants-creating-and-managing-offers-13052110/99fecbb6f38cb5a4418831236b0c0bfe4161ccf7c8c405592a032c152429c543-Screenshot_2025-07-10_at_8_32_26_AM.png" />
</Frame>

***

## 2. Actions Available for Each Offer

For every offer listed, the following actions are available:

### 2.1 View

* Navigate to the offer and click on **View** next to the offer.

<Frame>
  <img src="https://mintcdn.com/plum/FAXZYoma53rhWTdG/images/intercom/help-center-offers-management-offer-management-for-merchants-creating-and-managing-offers-13052110/7ef5ed60d249a0cca8db73d2c7c4bfea4097704dd01ffef4be4ecb52984d0a61-Screenshot_2025-07-10_at_8_26_59_AM.png?fit=max&auto=format&n=FAXZYoma53rhWTdG&q=85&s=aac44702f702b512954b9f93fb95aa0b" alt="" width="2170" height="680" data-path="images/intercom/help-center-offers-management-offer-management-for-merchants-creating-and-managing-offers-13052110/7ef5ed60d249a0cca8db73d2c7c4bfea4097704dd01ffef4be4ecb52984d0a61-Screenshot_2025-07-10_at_8_26_59_AM.png" />
</Frame>

<Frame>
  <img src="https://mintcdn.com/plum/FAXZYoma53rhWTdG/images/intercom/help-center-offers-management-offer-management-for-merchants-creating-and-managing-offers-13052110/bb274abc94baf94d4235921cc4b7489f353ec9e27ffd3c63de36c0ca18592713-Screenshot_2025-07-10_at_8_28_37_AM.png?fit=max&auto=format&n=FAXZYoma53rhWTdG&q=85&s=64f62cbe384a79864fb9ea06a9d3370c" alt="" width="2278" height="1478" data-path="images/intercom/help-center-offers-management-offer-management-for-merchants-creating-and-managing-offers-13052110/bb274abc94baf94d4235921cc4b7489f353ec9e27ffd3c63de36c0ca18592713-Screenshot_2025-07-10_at_8_28_37_AM.png" />
</Frame>

### 2.2 Edit

* Modify offer content, validity, T\&Cs, images, or any associated settings.

* Navigate to the offer and click on the **pencil icon** next to the offer.

<Frame>
  <img src="https://mintcdn.com/plum/FAXZYoma53rhWTdG/images/intercom/help-center-offers-management-offer-management-for-merchants-creating-and-managing-offers-13052110/fb28b65499033b00524e504553e6032cfe4651212ef062bef4d6c8259df65f02-Screenshot_2025-07-10_at_8_26_00_AM.png?fit=max&auto=format&n=FAXZYoma53rhWTdG&q=85&s=8958f5faf589759dde26b4c974ab1242" alt="" width="2148" height="858" data-path="images/intercom/help-center-offers-management-offer-management-for-merchants-creating-and-managing-offers-13052110/fb28b65499033b00524e504553e6032cfe4651212ef062bef4d6c8259df65f02-Screenshot_2025-07-10_at_8_26_00_AM.png" />
</Frame>

* Edit the details and click "**Save**" to proceed.

<Frame>
  <img src="https://mintcdn.com/plum/FAXZYoma53rhWTdG/images/intercom/help-center-offers-management-offer-management-for-merchants-creating-and-managing-offers-13052110/53c6bb25ce125772a2f2db36fbcc5623d798d7cd3b5717b7fe8d5e9dcd82a79c-Screenshot_2025-07-10_at_8_26_16_AM.png?fit=max&auto=format&n=FAXZYoma53rhWTdG&q=85&s=dc378c8b2612bf116ca9ddf13667ce46" alt="" width="2242" height="1396" data-path="images/intercom/help-center-offers-management-offer-management-for-merchants-creating-and-managing-offers-13052110/53c6bb25ce125772a2f2db36fbcc5623d798d7cd3b5717b7fe8d5e9dcd82a79c-Screenshot_2025-07-10_at_8_26_16_AM.png" />
</Frame>

### 2.4 Delete

* Remove an outdated or inactive offer from the platform.

* Navigate to the offer. Click on the **delete icon** next to the offer.

<Frame>
  <img src="https://mintcdn.com/plum/FAXZYoma53rhWTdG/images/intercom/help-center-offers-management-offer-management-for-merchants-creating-and-managing-offers-13052110/a9027e1b19e8029ed69e55082a1b6f29e20ae155dfb0e708b30f9af8ecd65ce5-Screenshot_2025-07-10_at_8_27_52_AM.png?fit=max&auto=format&n=FAXZYoma53rhWTdG&q=85&s=1c7ba73db7279ae093cad83fc0223a0f" alt="" width="2170" height="680" data-path="images/intercom/help-center-offers-management-offer-management-for-merchants-creating-and-managing-offers-13052110/a9027e1b19e8029ed69e55082a1b6f29e20ae155dfb0e708b30f9af8ecd65ce5-Screenshot_2025-07-10_at_8_27_52_AM.png" />
</Frame>

* A confirmation pop-up will appear. Click "**Confirm**" to permanently delete the offer.

<Frame>
  <img src="https://mintcdn.com/plum/FAXZYoma53rhWTdG/images/intercom/help-center-offers-management-offer-management-for-merchants-creating-and-managing-offers-13052110/d167bf80001366682ec46d2f9b91f4f135c235de7841496610c14d7f7490c223-Screenshot_2025-07-10_at_8_29_57_AM.png?fit=max&auto=format&n=FAXZYoma53rhWTdG&q=85&s=6bb2d040da93eb8ab1bf63846b7c4c6a" alt="" width="1356" height="718" data-path="images/intercom/help-center-offers-management-offer-management-for-merchants-creating-and-managing-offers-13052110/d167bf80001366682ec46d2f9b91f4f135c235de7841496610c14d7f7490c223-Screenshot_2025-07-10_at_8_29_57_AM.png" />
</Frame>

<Info>
  Note: Deletion may require confirmation and cannot be undone.
</Info>

### 2.5 Detail

* Navigate to the Offers Module — From the dashboard, go to Offers.

* Click on the "**Detail**" Button — Next to the offer you want to analyze, click "Detail" to open the offer performance page.

<Frame>
  <img src="https://mintcdn.com/plum/FAXZYoma53rhWTdG/images/intercom/help-center-offers-management-offer-management-for-merchants-creating-and-managing-offers-13052110/415d7aa75a335cfd7bef2018152757e7cf1df28349a5ed765b172d28e652dde4-Screenshot_2025-07-10_at_8_27_32_AM.png?fit=max&auto=format&n=FAXZYoma53rhWTdG&q=85&s=1b031de18b7cb45e551fb2a71d7af43a" alt="" width="2170" height="680" data-path="images/intercom/help-center-offers-management-offer-management-for-merchants-creating-and-managing-offers-13052110/415d7aa75a335cfd7bef2018152757e7cf1df28349a5ed765b172d28e652dde4-Screenshot_2025-07-10_at_8_27_32_AM.png" />
</Frame>

* Once inside the detail view, you'll see a complete breakdown of the offer's activity, including:

  * Claimed – Number of times the offer was claimed

  * Redeemed – Number of times it was successfully redeemed

  * Favourited – How many users marked it as a favorite

  * User Feedback – Comments or ratings submitted by users

* You can also filter this data by:

  * Source (e.g., Web, App, Partner Portal)

  * Customer ID

  * Status (e.g., Claimed, Redeemed, Expired)

  * Claimed Time (using the calendar filter)

<Frame>
  <img src="https://mintcdn.com/plum/FAXZYoma53rhWTdG/images/intercom/help-center-offers-management-offer-management-for-merchants-creating-and-managing-offers-13052110/b797a3d8788057e5cad2a1d744faf203a57e852ab5b3034913265a374068125e-Screenshot_2025-07-10_at_8_28_59_AM.png?fit=max&auto=format&n=FAXZYoma53rhWTdG&q=85&s=72c0927b545ed8aca0d265fb0b61a12b" alt="" width="2278" height="1478" data-path="images/intercom/help-center-offers-management-offer-management-for-merchants-creating-and-managing-offers-13052110/b797a3d8788057e5cad2a1d744faf203a57e852ab5b3034913265a374068125e-Screenshot_2025-07-10_at_8_28_59_AM.png" />
</Frame>

* **Exporting the Offer Data** — To export the tracked data: Scroll to the bottom of the page. Click on the **Download icon** to export the list as a report.

<Frame>
  <img src="https://mintcdn.com/plum/FAXZYoma53rhWTdG/images/intercom/help-center-offers-management-offer-management-for-merchants-creating-and-managing-offers-13052110/c58b6fffe91e2a1de2c83d542dddab0876b3e751c2c1194dd798806e2d634a82-Screenshot_2025-07-10_at_8_29_07_AM.png?fit=max&auto=format&n=FAXZYoma53rhWTdG&q=85&s=31103698307906ff755d2e67f98e5709" alt="" width="2180" height="516" data-path="images/intercom/help-center-offers-management-offer-management-for-merchants-creating-and-managing-offers-13052110/c58b6fffe91e2a1de2c83d542dddab0876b3e751c2c1194dd798806e2d634a82-Screenshot_2025-07-10_at_8_29_07_AM.png" />
</Frame>

### 2.6 Share

Generate a shareable link or code to distribute the offer through your desired marketing channels.

Need help? Reach out to your support team or [cs@xoxoday.com](mailto:cs@xoxoday.com).
