Creating an offer
From an empty form to a finished offer, field by field.
The offer form is two columns. On the left you describe the deal in your own words. On the right you set the mechanics: who it applies to, how it ends, how it is claimed, and whether Zyntro should write the finished copy.
None of the left-hand column needs to be polished. Write it the way you would explain the deal to a colleague — the enhancement turns it into copy.
Before You Begin
- Your brand voice set up, so the generated copy sounds like you
- At least one audience segment, so hooks and images can be written per audience
- Enough in your wallet to cover the enhancement, if you leave it switched on
Steps
Open the form
Go to Marketing > Offers & Deals and choose Create New Offer.
Name the offer and write its headline
Offer Name is for you — it is what you will see in the list and what you pick from when inserting a smart tag. Make it specific enough to tell two similar offers apart: November Special beats Promo.
Offer Headline is your first attempt at how the deal would be announced. It does not have to be good; it anchors what the enhancement writes.
Describe the deal, the terms and how to claim it
Offer Description — what the customer actually gets. Be concrete about the thing and its value.
Offer Terms — the conditions. How long it lasts, how many times it can be used, anything it cannot be combined with.
Offer Instructions — the steps someone takes to claim it. If there is a code to enter or a page to visit, say so here.
All three are used directly: Segmentation Intelligence states your terms when it mentions the offer, so anything vague here becomes vague in a real message to a real customer.
Decide whether to lock it to offerings or audiences
Two toggles, both off by default.
Lock to specific offering(s) and Lock to specific Audience(s) tell the enhancement to write for that narrower context — an offer locked to one audience gets copy aimed at that audience rather than at your market in general.
Be aware of what they do not do: they do not stop Segmentation Intelligence from using the offer with other contacts. They shape the writing, not the delivery.
Choose how the offer ends
Offer Type has four choices, and the one you pick changes which extra field appears:
- Expires on a set date — a calendar date. Good for a seasonal promotion.
- Expires X days after offer sent — a rolling window, counted from when the contact receives it. Good for a standing offer that should still feel urgent.
- Till Stocks Last — asks for a URL that reports your stock level.
- Evergreen, never expires — an ongoing offer.
The choice is recorded and stated in your copy. Zyntro does not switch the offer off when the date passes, so a dated offer is yours to retire.
Set the redemption method and rules
Redemption Method — whether the deal is claimed on a website (and if so, at which URL), handled by a third party, or redeemed in person.
Redemption Rules — one per contact, the first N customers, or one per contact per month.
Both are descriptive. They tell the generated copy what to say, and they tell your own team what was promised. Zyntro does not count redemptions or cut the offer off at N.
Set up a code, if the offer uses one
Tracking Mechanism offers three ways to handle codes:
- Generate Unique Code Per Redemption — you define a format with a prefix, a code type, a suffix and a length, and the form shows a live example as you type.
- I will upload my own codes — a CSV with a single column of codes. The limits are 10,000 codes and 5MB, and duplicates and blank rows are dropped.
- I will use a fixed code — one code everyone uses, such as
NOV-SPECIAL.
If the offer has no code at all, leave this unset.
Decide on the enhancement, then create
Enhance Offer is on by default, and this is the step that turns your draft into finished copy, email hooks, social snippets and image prompts. When it is on you can add a line of guidance — for example make the value concrete for a small agency owner — and the cost is shown beside the toggle before you commit.
Choose Create Offer. With the enhancement on you are taken to a progress screen while it runs, which usually takes a couple of minutes. With it off you land straight on the offer page.
Result
Your offer appears in Marketing > Offers & Deals with a status badge.
Done means it is finished and available. Enhancing means the generation is still running. Draft means it was created but the enhancement did not complete — your own text is safe, and you can write the finished version yourself on the offer page.
Open it to review what was written, edit anything you want to change, and save.
Troubleshooting
The description, terms and headline are required. The browser marks whichever one is empty — fill it in and submit again.
The Enhance Offer toggle is on but the guidance box is empty. Either write a line of guidance, or switch the toggle off and create the offer with your own text.
The CSV should hold a single column of codes, one per row. A header row named code is ignored, blank rows are dropped, and a second column is not read. If every row was blank or quoted oddly, nothing usable was found.
The generation takes longer than expected and the screen stops waiting after ten minutes. Go to Marketing > Offers & Deals and check the status. Done means it finished anyway; Draft means it failed, and your own text is intact for you to finish by hand.
