How to Create an Offer on Ostana

Last updated: June 11, 2025

Offer Page


Offers are a powerful way to boost customer engagement and reward loyalty behaviors. You can create offers that are automatically triggered by customer actions — such as visits, purchases, birthdays, or milestones.

Use this guide to create and publish your first offer.

✅ Step-by-Step: Creating an Offer

🔹 Step 1: Start a New Offer

  1. Navigate to “Offers”
    From the dashboard, click on the “Offers” tab.

  2. Click “Create Offer”

  3. Click “New Offer”
    This begins the setup wizard.

  4. Select Group & Offer Type
    Choose the customer group or tier (e.g., All Customers, VIPs) and the offer type (e.g., visit-based, birthday-based).

  5. Choose the Trigger
    Select the event that will trigger this offer (e.g., 5 visits in a month, birthday, first purchase).

  6. Click “Next.”

🔹 Step 2: Define Offer Details

  1. Enter Offer Title
    Example: “500 Points for Your 5th Visit!”

  2. Write a Description
    Explain the offer clearly to your customers.

  3. Add Terms & Conditions (Optional)
    Include expiry rules, exclusions, or how the offer works.

  4. Add an Image

    • Click “Collection of Covers”

    • Choose or upload a relevant image

  5. Click “Next.”

🔹 Step 3: Configure Availability

  1. Select Audience
    Define who this offer applies to (e.g., specific customer segment or all members).

  2. Set Offer Expiry Options

    • Toggle Open-Ended ON if the offer doesn't expire

    • Otherwise, specify a Start Date and, optionally, an end date

  3. Click “Next.”

🔹 Step 4: Define the Reward

  1. Set the Points to Award
    Choose how many points the customer receives when the offer is triggered (e.g., 500, 1000).

  2. Click “Go to Summary.”

🔹 Step 5: Review and Publish

  1. Review All Offer Details
    Double-check everything — title, audience, trigger, reward, etc.

  2. Click “Create & Publish.”

  3. Click “Go to Offer” to view and verify it’s live.

🎉 Your offer is now active!

💡 Popular Offer Ideas

Offer Name

Trigger

Reward

Welcome Bonus

Signup

250 points

5th Visit Reward

5 Visits in a Month

500 points

Birthday Bonus

Birthday Month

750 points

Midweek Multiplier

Visit on Mon/Tue

2x points

🛠 Tips for Effective Offers

  • Make it achievable: Set triggers that feel within reach (e.g., 3 visits in 14 days).

  • Use visuals: Eye-catching images increase click-throughs.

  • Experiment: Try different offer types and monitor engagement.

🔍 Troubleshooting

  • Offer not triggering?

    • Check the trigger logic (e.g., was the visit count met?)

    • Make sure the offer is published and active

    • Verify the member is in the correct audience group

  • Need to edit an offer?
    Go to the Offers tab, select your offer, and click Edit.