Basics Section

The Basics section specifies the internal identifiers for the offer, the spending behavior required to use the offer, and the offer's reward type. It contains the following subsections:

1. Internal Identifiers
2. Required Behavior and Reward Type

note

Some internal identifiers, such as the Business Unit field, only appear in your Console if your company uses their features.

Create the internal identifiers

1. Enter the offer business unit. If you already selected this while navigating to the Offers section, it will be greyed out.

2. Enter the offer name. Names must follow these rules:

   • 3 to 128 characters
   • Letters (including French characters), numbers, and spaces
   • Symbols: _@+-$&'

3. Enter the offer ID. Use 3 to 128 characters, including only letters, numbers, and underscores.

   More on the offer's ID

   The offer ID is the system identifier for the offer throughout ES Loyalty. It can't be edited after the offer is saved as a draft or published, and it appears in most promotion dashboards for filtering purposes. A few examples include:

   • If your company uses set offer periods — YYYYMM_PRODUCT such as "202410_HOTDOGS";
   • If your company doesn't have a set offer cadence — YYYY-MM-DD_CONTEXT such as "2025_10_31_Halloween_Promo";
   • If your company requires a code linked to internal systems — #A#A#A#A#A such as "0A1B2C3D4E"

Configure the required behavior and required type

In the Required Behaviour section, you can choose one of the following options for an offer's required behaviour:

1. Single Transaction - Single Behaviour: Select this option to apply the offer when an eligible member meets one purchase requirement in a single transaction.
2. Single Transaction - Multiple Behaviour: Select this option to apply the offer when an eligible member meets multiple purchase requirements within a single transaction.
3. Frequency: Select this option to apply the offer when an eligible member completes the required purchase across multiple transactions.
4. Activity: Select this option to apply the offer when an eligible member performs a non-purchase behaviour such as completing their member profile.
5. Redemption: Select this option to apply the offer when an eligible member tries to redeem points for value.

In the Reward Type section, you can choose one of the following options for an offer's reward type:

1. Points: This option awards points which can then be redeemed for value. Points as a reward type can only be applied to the following required behaviour:

   • Single Transaction - Single Behaviour
   • Frequency
   • Activity
   • Redemption

2. Real-Time Discount: This option applies a dollar or percentage discount at checkout to items a member purchases. It also applies a cents-per-litre discount to the member's eligible fuel purchases. Real-time discounts can only be applied to the following required behaviour:

   • Single Transaction - Single Behaviour

3. Fuel Discount: This option applies a discount of a configured number of cents per litre when a member purchases fuel at the pump. Fuel discounts can only be applied to the following required behaviour:

   • Single Transaction - Single Behaviour

4. Voucher: This option issues the member with a voucher when they meet certain purchase requirements. Vouchers can only be applied to the following required behaviour:

   • Single Transaction - Single Behaviour