NEW Catalog Terminology
We’re transitioning the terminology used in the Maxio Product Catalog. If you’re using the new experience, you’ll see updated naming in the application—Products are now Plans, and Components are now Products.
Our documentation is still being updated, so you may see previous terminology (especially in screenshots); refer to these definitions for the most accurate interpretation.
Once you have created an offer, you are able to perform many tasks on the offer. We’ve placed the following actions in a dropdown menu titled “Actions”.
Offer Actions
View
When you select View you will be shown the offer details page. This page will provide information as to what product, components and coupons are included in the offer. It will also show when the offer was created and provide a list of subscriptions signed up for that offer.
Offer Details
Create Offer Signup Page
When you select Create Offer Signup Page, you will be shown the Offer Signup Page create form. Offer Signup Pages are public facing pages which you can share with your customers to allow signup creation using that particular offer. Conceptually they are the same as Public Signup Pages, but they allow signup to offers rather than individual products.
Offer Signup Pages will use your Default Page Settings, however as with Public Signup Pages, the page itself allows for overriding the defaults with specific values.
Create Offer Signup Page
Clone
Once offers are created they are unable to be edited. As a result, we added an option to copy an offer via the Clone method. This will take you to the Offer Creation page with all options set automatically in alignment with the cloned offer. This will allow you to make slight adjustments and create a new offer quickly.
Create Subscription
You can create a subscription with an offer preselected using the “Create Subscription” action. This will take you to the Create Subscription section with the offer selected by default.
Create Subscription with Offer
Archive
This is a soft delete for the offer. Once you select this, customers will not be able to select this offer at signup. Offer signup pages using this offer will also become invalid.
Once you archive an offer, the list view of the offers page is modified to include the ability to see archived offers.
Offer Management with Archived Offers Filter
If you select “View Archived Items” you will see both the active and archived offers that exist on your site. On this view you can also go back to just viewing active offers by selecting “Hide Archived Items”.
Offer Management with Hide Archived Offers Filter
You can then select “Unarchive” for the archived offers to restore them to active status.
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