Offers and Segmentation Intelligence
The exact handover, stated plainly.
What It Is
Segmentation Intelligence decides what to say to each of your contacts and when. Offers are one of the things it can reach for.
The handover is simple: your finished offers for the brand are collected and given to SI whenever it composes. For each offer it receives the name, the description, the terms, the instructions and that offer's email hooks.
That is the whole of it. Everything else about the offer — its type, its redemption rules, its code setup, its locks, its social snippets, its visual frames — stays in Zyntro and is not part of what SI is told.
Why It Matters
Knowing exactly what crosses the boundary tells you where to put your effort, and stops you expecting control you do not have.
Because the description, terms and instructions are what SI works from, those three fields are the ones worth getting right. If your terms are vague, SI states vague terms to a real customer. If your instructions omit a step, the customer is told an incomplete process. This is the most common cause of an offer being described in a way you did not intend, and it is fixed by editing the offer rather than by changing anything about SI.
Because the hooks cross over too, they are your lever on framing. Editing them changes how your offer tends to be introduced.
And because nothing else crosses over, a setting like a redemption rule is a note to your own team and a line in the copy — not an instruction SI can act on.
How It Works
Two conditions decide whether an offer is in the set SI sees.
Its status must be Done. An offer at Draft or still Enhancing is excluded.
It must have a finished description. An offer marked Done with nothing in its description is skipped, because a name with no terms is not something that can be offered responsibly. This is the state you end up in if you create an offer with the enhancement switched off and never write the copy, and the offer page says so when you open it.
From the offers that pass both tests, SI chooses. It is not told to use one, and it will leave them out of most messages: an offer is only worth raising when the contact's situation makes it relevant. It writes the mention itself, in the voice of whoever the message is from, using your description and terms as the facts and the hooks as direction.
The same handover feeds email, SMS and video messages. There is no separate configuration per channel.
Important: The offering and audience locks do not restrict delivery. They shape how the copy was written. No part of Segmentation Intelligence filters offers by them, so an offer locked to one audience can still be raised with a contact in another. If an offer must not be mentioned to certain people, say so in its terms so any message quoting them carries the condition.
Examples
An offer with good terms
Your terms read valid for 14 days from the date you receive this, one redemption per customer, cannot be combined with other offers. When SI raises the offer it can state all three conditions accurately, so the contact knows what they are getting and your team is not asked to honour something that was never promised.
An offer with vague terms
Your terms read limited time only. SI has nothing concrete to state, so the message is correspondingly vague — and a customer who comes back in three months has a reasonable argument. The fix is on the offer page, not in SI.
Three offers on file
You have a new-customer deal, a referral bonus and a seasonal discount, all finished. SI has all three and picks at most one per message, based on where the contact is. You will see each appear in some conversations and not others. That selection is the behaviour you are paying for; there is no setting that forces a particular offer into every message.
Tip: If you need an offer in a specific message to specific people, do not route it through Segmentation Intelligence at all. Put it in a template with a smart tag, where you control the wording and the recipients.
