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Assume that you are the manager of Tea Factory, a beverage company that sells packaged teabags using your website. You want to provide discounts on online purchases to attract customers and increase sales. You want to create a Diwali Offer with the following settings:

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Offer Criteria | Offer Information

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Offer Name | Diwali Dhamaka

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Display Text | 10% discount on netbanking payments

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Offer Type | Discount - Percentage

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Payment Method | Netbanking

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Discount % | 10

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Minimum Order Amount | ₹400

Maximum Discount Allowed | ₹500 Let us create this offer.

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Creating Offers

Watch this tutorial about how to create an offer. To create an offer:
1

Log in to the Dashboard.

Log in to the Dashboard.
2

Navigate to **Offers** and click **Create New Offer**.

Navigate to Offers and click Create New Offer.
3

The **Create an Offer** wizard appears with these four tabs.

The Create an Offer wizard appears with these four tabs.
You can review the Offer configurations at the end under the Overview tab.

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Description

Under the Description tab, enter the following details. All the fields are mandatory.
1

**Offer Name**: Enter the name of the offer. For example, `Diwali D...

Offer Name: Enter the name of the offer. For example, Diwali Dhamaka. This appears at the Checkout.
2

**Display Text**: Enter a meaningful description for the offer. For...

Display Text: Enter a meaningful description for the offer. For example, 10% discount on netbanking payments. This appears at the Checkout.
3

**Terms**: Enter terms and conditions for the offer.

Terms: Enter terms and conditions for the offer.
4

**Offer Type**: Select the type of offer that you want to create. F...

Offer Type: Select the type of offer that you want to create. For example, Instant. This means that the offer is applied instantly. The customer pays only the discounted amount while making the payment.
5

Click **Next**.

Click Next.

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Discount Type

In the Discount Type tab, enter the discount details that should be applied for the offer.
  1. Discount Type: Select the type of discount that should be applied to the offer. In this case, it is Percentage.
    1. Minimum Order amount: Enter the minimum bill amount for which the offer can be applied. Enter 400.
    2. Discount Worth: The percentage by which the original price should be reduced. Enter 10.
    3. Maximum Discount: The maximum amount that can be deducted from the bill amount. Enter 500.
  2. Click Next.

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Applicable On

In the Applicable On tab, enter details of the payment method you want to enable for the offer.
1

**Payment Method**: Select the payment method to enable offers. For...

Payment Method: Select the payment method to enable offers. For this example, select Net Banking.
2

**Issuer**: If you want to restrict the offer to online payments fr...

Issuer: If you want to restrict the offer to online payments from a specific bank, select the bank name from the list. Otherwise, do not select any bank. For this example, since the offer applies to all banks, we will not choose a bank.
3

Click **Next**.

Click Next.

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Offer Validity

Under the Offer Validity tab, set how long the offer should be valid and how you want to handle the payment failure situations:
1

**Starting On**: Select the **Starts Immediately** check box for th...

Starting On: Select the Starts Immediately check box for the offer to come into effect immediately. Alternatively, you can select the date and time the created Offer should become active.
2

**Expires On**: Select the date and time the Offer should end. For...

Expires On: Select the date and time the Offer should end. For example, 31 Oct 2020 at 11:59 pm.
3

**On Payment Failure**: Define how to handle payment failure.

On Payment Failure: Define how to handle payment failure.
  • Do not allow payment to go through: The payment is failed.
  • Allow customer to pay without availing offer: The payment is allowed even though the set validations are not met. However, the offer is not applied to the bill amount. The customer will be charged the entire order amount. For this example, we will allow payments to go through.
4

**Max Usage**: Set the number of times the offer should be applied...

Max Usage: Set the number of times the offer should be applied across all transactions. For example, 100.
5

**Show Offer on Checkout**: Select this check box for the created o...

Show Offer on Checkout: Select this check box for the created offer to be displayed for all Standard Checkout payments including Payment Links.
6

Click **Next**.

Click Next.

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Overview

Click the Overview tab to view the offer summary you just created.
  1. Terms and Conditions: Select the check box after you have read the disclaimer.
  2. Click Create Offer.
By default, all the created offers are in the enabled state.

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Integrate Offer with Standard Checkout

Now that an offer is created, you should integrate the offers with the Checkout for customers to avail themselves the discounts and make payments. Know more about integrating offers with Standard Checkout.
Handy Tips
  • You can toggle between Live and Test Modes on your Dashboard. Navigate to the top menu ribbon and click the drop-down icon against Live Mode. Toggle to Test Mode and test the offers enabled.
  • You can make test payments using one of the payment methods at the Checkout. No money is deducted from your account as this is a simulated transaction.
For this example, we will test the offer on a valid Payment Link. Follow the steps given below:
1

Select the **Payment Link Id** you wish to test the created offer f...

Select the Payment Link Id you wish to test the created offer from the Dashboard.
2

Copy the **Payment Link** URL and open it in your browser.

Copy the Payment Link URL and open it in your browser.
3

Enter your contact details and click **Proceed**. The relevant offe...

Enter your contact details and click Proceed. The relevant offers appear upfront on checkout.
4

Select the offer you created from the Dashboard and click **Apply O...

Select the offer you created from the Dashboard and click Apply Offer.
5

Select the payment option you created the offer on from the Dashboa...

Select the payment option you created the offer on from the Dashboard. Enter the required test details and click PAY.
6

Select Success or Failure, depending on which flow you wish to test.

Select Success or Failure, depending on which flow you wish to test.
7

You should see a confirmation message depending on the flow you hav...

You should see a confirmation message depending on the flow you have selected.
On successful payment, you should have received a discount on your payment. You can verify this by navigating to the Transactions → Payments tab and viewing the payment details.

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Integrate Offer with Standard Checkout

Now that an Offer is created, you should integrate Offers in Checkout for customers to avail the discounts and make payments. Know how to integrate Offers in Standard Checkout.