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Edit or Preview an Offer

After an offer or promotion has been created, you may need to make changes to the offer or preview the offer email.

 

To Edit an Offer

  1. Scroll to and locate the offer to be modified.

  2. Click on the offer you would like to modify.

  3. On the Edit Offer screen, click Edit at the bottom of the page.

  4. Make the necessary changes then click Save.

 

To Preview an Offer Email

  1. Scroll to and locate the offer to be viewed.

  2. Click on the offer you would like to preview.

  3. On the Edit Offer screen, scroll to the bottom of the page and click Preview Email below the Prospect Qualification Questions section.

  4. Concession Manager will generate an email example of what your prospect will receive upon claiming the promotion.  

 

💡Tip: To override the company’s default notification email, check the ballot box at the bottom of the page above the Preview Email button. Any leads related to this offer or promotion will be sent to the associated emails and CRM configuration.

 

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