Spotlight Overview

Spotlight Overview

Make them an offer they can’t refuse.

Deliver the right offer, to the right customer, at the right time.

 

Spotlight lets leads and customers view available offers and promotions from any page of your website.

 

Offers, promotions, and notices can change at any moment. The Spotlight module allows your team to add, remove, or change offers and information presented on your website with ease.

 

The module also allows your team to review previous promotions, view current offers, and create a promotion schedule. Use the start and end date fields to schedule promotions in advance. 

 




Offers

Each unique offer is displayed in chronological order. The oldest or first offer created displays at the top of the list followed by subsequent offers, though the user is able to set the order of how their offers will be displayed to site visitors via the chevrons and drag-and-drop icons. To help differentiate between each offer, the offer ID number, date of creation, and status (active or inactive) are displayed. For more information about what each offer provides, click on the offer to open the Offer Settings. 
  1. Offer Title: The primary offer title. This is not the same as the module label seen on the website. The Offer Title is displayed when the module is open and is often the second text a customer sees.
  2. Offer ID: Displayed only on the list view of Spotlight offers, this number can be used to deliver customers to a specific offer or promotion. This can also be used to assist in tracking or reporting which offers drive more conversions via Clarity. 
  3. Created Date: The date the offer or promotion was created rather than the date the offer was set live (active) on or removed (inactive) from the website.
  4. Active: The offer or promotion is visible on the website.
  5. Inactive: The offer or promotion is not visible on the website.
  6. Copy (Duplicate): Create a new, unique offer with the same input values as a previous offer. Use this option to save time in creating new offers that are similar to previous offers. 
  7. Edit: Modify a current or previous offer. 
  8. ​Delete: Remove an offer from the list. 

Deleting an offer also deletes the associated Email Template.

Accessing and Viewing Current and Previous Offers

  1. Log in to the platform.
  2. Scroll down to and click the Apps tab in the navigation menu, then click Spotlight. 
  3. The Spotlight offer list page opens in the main window with all current and previous offers or promotions. 

Create New Offer


  1. Log in to the platform.
  2. Scroll down to and click the Apps tab in the navigation menu, then click Spotlight. 
  3. The Spotlight offer list page opens in the main window with all current and previous offers or promotions. 
  4. To add or create a new, unique offer click the Create New Offer button, which will open a modal window for the user to select which Spotlight preset to use. The following templates are available to select from: 
    1. Concession Manager
    2. Opportunities/Promotions
    3. Tour Now
    4. Floor Plans
    5. Event RSVP
    6. Brochures
    7. Stay in Touch
    8. Job Openings
    9. Schedule Interview
    10. Questions
    11. Survey
    12. Custom
  5. Update any details as needed. 
  6. Save the page. 
To override default CRM/ILM or other lead notification settings, click on the Override Lead Notification Settings toggle at the bottom of the offer details and settings page. Any leads generated through the specific offer will be sent to the associated contacts.

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