Create Offers

The action button on the top right of the page

Steps and sections involved in creating an offer on the Juspay Dashboard.

Offer Details

Offer details is the 1st step in creating an offer. This section helps you configure the basic and mandatory fields for the offer.

Field NameField TypeDescriptionMandatory
Coupon BasedBooleanDefault value set to YES
YES - User to apply the offer code on checkout
NO - Auto-application of the offer on checkout
No
Offer Code / Voucher CodeTextA unique identifier for the offer (Visible to customers as coupon code on checkout page)Yes
Offer TitleTextA short phrase describing the offer (Visible on offers preview section of the checkout page)Yes
Offer DescriptionTextA short detail of what the offer entails (Visible to customer on checkout page)No
Terms & ConditionsTextA markdown format of the terms and conditions of the offerNo
Offer ValidityCalendarThe start date and end date of the offerYes
Offer campaign amount and countNumericSet the number of times/amount the offer should be applied across all transactionsNo
Logo for offerDropdownSelect the logo for the offer to power the UI on the checkout pageYes
Offer BenefitsDropdownInstant Discount or Cashback
Flat amount can be entered OR
Percentage discount can be entered with a cap on the max discount/cashback
Payment Locking via Offer
In this format JP will facilitate payment locking and BIN locking
Yes
Minimum transaction amountNumericEnter the minimum amount for which the offer can be appliedYes
Maximum transaction amountNumericEnter the maximum amount for which the offer can be appliedNo
CurrencyRadio ButtonDefault value - INRYes

How and when to use Payment Locking via Offers?

Payment Details

Payment details is the section where the user can choose single or multiple payment groups and sub-options to better control the offer usage

Field NameField TypeDescriptionMandatory
Payment InstrumentDropdownSelect type of PIs:
- Card
- Wallet
- UPI
- Netbanking(NB)
- Rewards
- Consumer Finance
No
CardRadio Button- BIN CSV file upload
- Select Bank or Network or Card Type
No
CardNumeric FieldOptions to limit usage of a unique card by count or amountNo
NetbankingDropdownSelect the banks where offer needs to be appliedNo
UPIDropdownSelect either
UPI Collect - The handles which can used for the offer
UPI Pay - UPI Apps which can be chosen for offers
No
WalletDropdownSelect the eligible wallets for the offerNo
EMI OptionRadio SelectToggle option to make the offer eligible for EMI transaction or Non-EMI transactionsNo
EMIMulti-select- EMI Tenure - The time periods which are allowed for offers
- EMI Type - Choose the type of EMI (Standard, Low-cost, No-cost)
No

How to Configure Card BIN Based Offers?

Time Constraints

This section gets activated when you select the checkbox under the Offer Period selection on the Offer Details page.

*Note: This page shows only options which are relevant for the offer period. Eg: If the offer period is 2 weeks, then relevant options will be Time, Day and Date only.

Field NameField TypeDescriptionMandatory
Select TimeTime SelectorStart Time
1. Select Hour
2. Select Minute
3. Select AM/PM

End Time
1. Select Hour
2. Select Minute
3. Select AM/PM
No
Select DateText BoxKey in the dates when the offer should be applied
Eg: 1, 3, 5, 7, 15, 26
No
Select DayDropdownOption to limit the usage of the offer to certain days of the weekNo
Select WeekDropdownOption to limit the usage of the offer to certain weeks of a monthNo
Select MonthDropdownOption to limit the usage of the offer to certain months of a yearNo

How to Configure Timed Offers?

Product and Customer Details

This sections helps with targeting the offer to certain customer base and limiting the usage of the offer per customer.

Field NameField TypeDescriptionMandatory
Amount per customer
and
Count per customer
TextboxOptions to limit usage of a unique card by count or amountNo
Upload list of Customer IDsUpload fileOption to upload a list of customer IDs who should be able to redeem the offerNo
Upload list of Customer Phone NumberUpload fileOption to upload a list of customer phone number who should be able to redeem the offerNo
Upload list of Customer Email IDsUpload fileOption to upload a list of customer email ID who should be able to redeem the offerNo
Order User Defined Fields(UDFs)Upload fileOption to upload a list of Order UDFs
Note - Please check out the offer videos for more details
No

How to Configure Customer Based Offers?

How to Configure Order UDF Based Offers?

Additional Configurations

This sections provides some additional options which can control the offer behaviour.

Field NameField TypeDescriptionMandatory
Add-on OfferRadioOnce enabled, two more fields show up:
Group Name - Identifies the group of offer
Priority - Defines the order of offer application
No
PlatformToggle ButtonOnce enabled 4 checkboxes appear to choose the platform on which the offer should be appliedNo

How to Configure Add-on Offers?


What’s Next

Once you are done creating the offer, explore other actions which can be performed on the created offer