Creating an Offer

To create an offer, choose whether you’d like to reach new audiences in the Sampler Exchange or your own audience in Your Program.

 

 

 

If you selected Sampler Exchange

If you’ve selected Sampler Exchange, click Next and follow the steps below to create your offer:

  1. Select which country you wish to sample to.
  2. Choose what target audience you’d like to reach under Sampler Segment.
  3. Premium Targeting (OPTIONAL): If you wish to include additional targeting criteria, use the Premium Targeting function at the bottom of the page. (If Premium Targeting is activated, additional fees may apply)
  4. Once you’ve clicked selected your audience targeting and clicked Next, you will be asked what inventory you’d like to pull from for this offer. If you’ve already added inventory, simply search for it in the Your Inventory search bar. If you’re looking to add new inventory, click Add A New Inventory Item Now. (Need help adding inventory? Check out our how-to guide here)
  5. Once you’ve selected the inventory you’d like to use, add in your Offer Units quantity (the number of samples you’d like to distribute) and click Next.
  6. Include Add-Ons (OPTIONAL): If you’d like to include an additional product or coupon to accompany your sample, click Create Add-On.
  7. Tell Us About Your Offer: Fill out the product details of your offer, upload a photo of your product offer, and select the date you wish your product offer to go live. Once you’ve filled everything out, click Next.
  8. Offer Rules (OPTIONAL): If you’d like to include special rules for your offer (not sampling to consumers who have already claimed your product, for example) click the Enable Offer Rules toggle.
  9. Set-up Your Follow-Up Survey (OPTIONAL): If you’d like to send a follow-up survey to consumers after they’ve tried your sample, click the Enable Survey toggle. Select up to 3 questions that you’d like to ask, then click Next.
  10. Set-up Your Follow-Up Coupon (OPTIONAL): If you’d like to send a follow-up coupon to consumers after they’ve tried your product, click the Enable follow-up coupon toggle. Select either Ecommerce or Downloadable Coupon, and fill out the fields to set up your coupon offer. Click Next.

 

If you selected Your Program

If you selected to engage your own audience using Your Program, follow the steps below to create your offer:

  1. How will you target?: If you’d like to add this offer to a Program you’ve already created, you can do so here (OPTIONAL). If you wish to include audience targeting criteria, use the Premium Targeting function at the bottom of the page. (If Premium Targeting is activated, additional fees may apply). Click Next.
  2. Once you’ve clicked selected your audience targeting and clicked Next, you will be asked what inventory you’d like to pull from for this offer. If you’ve already added inventory, simply search for it in the Your Inventory search bar. If you’re looking to add new inventory, click Add A New Inventory Item Now. (Need help adding inventory? Check out our how-to guide here)
  3. Once you’ve selected the inventory you’d like to use, add in your Offer Units quantity (the number of samples you’d like to distribute) and click Next.
  4. Include Add-Ons (OPTIONAL): If you’d like to include an additional product or coupon to accompany your sample, click Create Add-On.
  5. Tell Us About Your Offer: Fill out the product details of your offer, upload a photo of your product offer, and select the date you wish your product offer to go live. Once you’ve filled everything out, click Next.
  6. Offer Rules (OPTIONAL): If you’d like to include special rules for your offer (not sampling to consumers who have already claimed your product, for example) click the Enable Offer Rules toggle.
  7. Set-up Your Follow-Up Survey (OPTIONAL): If you’d like to send a follow-up survey to consumers after they’ve tried your sample, click the Enable Survey toggle. Select up to 3 questions that you’d like to ask, then click Next.
  8. Set-up Your Follow-Up Coupon (OPTIONAL): If you’d like to send a follow-up coupon to consumers after they’ve tried your product, click the Enable follow-up coupon toggle. Select either Ecommerce or Downloadable Coupon, and fill out the fields to set up your coupon offer. Click Next.

 

And you’re good to go, let’s get sampling!

 

 Start Sampling