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Curating Offers: Using Reorder, Feature, Endorse, Deactivate, Preview, & Delete
Curating Offers: Using Reorder, Feature, Endorse, Deactivate, Preview, & Delete

For Partners who want to highlight offers in their marketplace

Updated over 8 months ago

The Products page is where you can manage products and deals that you've already added to your marketplace.

Clickpath: Build Your Marketplace > Products


Products/Services vs Deals

  • A Product/Service is a general offering provided by a Seller.
    Example: Acme Consultation Services
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  • A Deal is a specific discount offered by a Seller.
    Example: 20% Off Your First Acme Bill

Products are independent of deals. This gives you freedom to add all of a Seller's offerings or just a few. Keep in mind that although products can exist without deals, deals can't exist outside of a product.

Deal Visibility

  • A single product can host multiple deals. If you add multiple deals under a product, we'll only show your Buyers the highest value deal.
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  • Sellers (vendors) determine if their offers have special restrictions for companies, such as number of employees or location. A Buyer may report that a deal you've added isn't visible to them; this may be because they're ineligible based on their company information.

Once you confirm that you want to add a product or deal, it's immediately visible to eligible members of your marketplace.

Reordering

Looking at the product table, the column between Product Name and Product ID shows you the order in which each offer will be displayed. New products are placed last (i.e. at the bottom)by default. Click "Expand to Reorder" to quickly drag and drop offers in the order you prefer.

Note: Because deals are housed under products, only products can be reordered.


Curating Offers

Feature and/or endorse products and deals to make them more prominent to your Buyers (marketplace members/users).

Note: Because deals are housed under products, only products can be featured/endorsed.

Featuring

Featuring offers will move them to the top of your marketplace. This overwrites the order column on the Product page.

To feature an offer: go to the Products page > action menu > Feature.
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Endorsing

Endorsing offers adds your stamp of approval to an offer. Your buyers will see endorsements for a Seller underneath the Seller's description of their offer.

To endorse an offer: go to the Products page > action menu > Endorse.


Deactivating

If you need to temporarily hide an offer in your marketplace, deactivate it. Note that this does not remove the offer from your Products page - the offer will simply not be visible to your Buyers. You also cannot preview offers that aren't active. Reactivate offers to enable preview.

To deactivate and reactivate offers: go to the Products page > action menu > Deactivate/Activate.


Previewing

You can always preview offers to see exactly how they'll appear in your marketplace. Keep in mind that you can't redeem any offers while in preview mode. Similarly, actions taken in preview will not be logged on the Analytics page.

To preview offers: go to the Products page > action menu > Preview.


Deleting

Deleting offers will remove them from your marketplace and the Product page entirely. Products and deals that have been deleted can be re-added via the Catalog as long as the Seller's offers are still active on their side of Builtfirst.

To delete offers: go to the Products page > action menu > Delete.


Bulk Actions

Update multiple offers at once by using the checkboxes on the left side of the table. When at least one deal has been selected, bulk edit options will appear near the top.

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