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An offer is something you are promoting: a discount, a new product, an event. Describe it once, and the assistant mentions it to any customer it is relevant to. When you decide to, you announce it to everybody. Offers only exist on campaigns for existing customers.

Writing one

Go to Offers and press Write an offer. The New offer page has five parts. A phone beside them previews what your customer will see.

1. What’s the offer?

What you offer, to whom and on what terms, as you’d tell a colleague:
20% off any subscription renewed before the end of the month, for existing customers only.
You are not writing the message your customer receives. You are telling the assistant what is true, and it writes the message from it.

2. Template

The opening message WhatsApp approved in advance. It is needed to write to a customer who has not written to you recently. Once the customer replies, the assistant writes freely. You can choose No template for now. You can pick one when you announce the offer; until then the assistant mentions it to people who write in.
The same generic template works for every offer: it only has to open the conversation. You don’t need a new template for each promotion. If you want the template itself to carry the offer, see A template with the whole offer.
If there is nothing to choose, the page says why: the campaign has no WhatsApp number yet (Choose the number takes you to Settings), or the number has no template approved by Meta (Create one in Integrations).

3. Photos and documents (optional)

Up to five files from your library: product photos, a menu, a price list. They are sent in this order when the customer replies, before the assistant’s message, not with the template. To put a photo in the template itself, give the template a header file: see Opening with a photo or a file.

4. Anything to ask? (optional)

Information to collect from people who are interested, for example preferred size or delivery day. Type a question and press Enter. After presenting the offer, the assistant asks for these in conversation. The questions can’t be changed after the offer is created.

5. How long it runs

Until I delete it, or Until a date: the offer runs through the whole of its last day. Press Create offer. Writing the offer takes a few seconds. If it fails, nothing is saved and your text is still there to try again.

Reading, correcting and trying it

Once created, the offer opens on its own page:
  • Name: for you to recognise it in your list of offers.
  • Template, with A template with the whole offer (below).
  • Photos and documents.
  • The assistant’s message: how the assistant presents the offer when the customer replies. It uses it exactly as written, so correct it here.
  • What it asks interested customers: the questions, which can’t be changed. To change them, create a new offer.
  • How long it runs.
Press Save changes to keep your edits, or Discard changes. The phone beside the page has two tabs. Preview shows the conversation. Try it lets you receive the announcement as a test contact and reply as a customer would. Nothing goes out on WhatsApp, and photos and documents show in the preview only. The test uses the last saved version.

A template with the whole offer

Write it from this offer turns the saved offer into a WhatsApp template, which you can edit, or Write it myself, before sending it for approval. WhatsApp requires the Marketing category and reviews it, usually in a few minutes and at most a day. The page shows whether it is in review, approved or rejected. Once approved, announcements of this offer open with it, and customers who reply go straight to your questions, without hearing the offer twice. You can announce the offer only once the template is approved.

While an offer is running

The assistant mentions a running offer whenever a customer asks something it is relevant to, whether or not you announced it.
Customers who opted out of marketing are never told about offers, even if they ask a question an offer would answer.

When an offer ends

On its end date the offer stops being promoted. For a few days after, the assistant still knows it existed, so a customer who asks is told it has ended rather than that it never existed. Ended offers stay on the Offers page, greyed out and marked Ended. You can still open and edit one, for example to extend its date.

Deleting an offer

Delete stops the assistant mentioning the offer and removes its questions. Your record of who responded is kept.

Sending it out

Writing an offer sends nothing. A running offer has an Announce button on its card and on its page. It opens Announcements with the offer already chosen. On the offer’s page it waits while you have unsaved changes: an announcement sends the saved offer.