Offers

An offer is the clickable banner attendees see in the live room, usually pointing to your product, course or checkout page. You design offers once in the Offers library, link each one to a funnel, then show or hide it during a session from the live control panel.

Access: admins and marketers can create, edit and delete offers; the Offers page is in their sidebar. Admins and moderators can show and hide offers during a session and post them to the chat. Everyone who can open the live control panel sees the session's offers and their click count.

How offers fit together

• The offer is the creative: a title, banner images and chat text. It has no link of its own.
• The link comes from a funnel. In a funnel's settings, you choose the offer under Offer / Creative and a tracked link step under Offer link. The banner sends attendees to that tracked link's destination.
• A session shows the offers of its funnels. A session can have several funnels, each with its own offer, but attendees see only one offer at a time.

Create an offer

1. In the sidebar, click Offers, then Create Offer.
2. Fill in the Title, and optionally the Description and the Chat Announcement Template.
3. Click Create.
4. Click the new offer to open it again. Upload the Desktop Banner (800x400) and the Mobile Banner (800x200), then click Save.

Banners can only be added once the offer exists, which is why step 4 is separate.

Field	What it does
Title	Required. Names the offer in the library and in the control panel, and fills in {{name}} in the offer chat announcements. Attendees don't see it as text.
Description	Shown in the library. It's also the text posted when you send the offer to the chat and there's no chat template. Attendees don't see it on the banner.
Desktop Banner (800x400)	The image shown on screens 768 pixels wide or more. 2:1 ratio.
Mobile Banner (800x200)	The image shown on narrower screens, such as phones. 4:1 ratio.
Chat Announcement Template	The text posted when you click Send offer to chat. Put {{offer_url}} where the offer's link should appear.

Banners can be JPEG, PNG or WebP files up to 5 MB. Images with other proportions are cropped around the center to the banner's ratio. If you upload only one of the two banners, it's used on every screen size.

Always upload a banner

The banner image is what attendees see and click. An offer without any banner shows nothing in the live room, even while it's active. Put your message in the image itself, since the title and description aren't displayed.

Edit or delete an offer

Click an offer in the library to open it, change what you need and click Save. If the offer is showing in a session at that moment, attendees see the new banner right away.

To delete an offer, open it and click Delete. The offer and its banner images are deleted immediately. An offer that's linked to a funnel can't be deleted: the deletion is refused until you unlink the offer from every funnel that uses it.

No confirmation

Delete acts at once, without asking you to confirm.

Link an offer to a session

An offer appears in a session's control panel once it's linked to one of the session's funnels:

1. Open the webinar's funnel and go to its Funnel Settings.
2. Under Offer / Creative, choose the offer. This setting appears once the funnel is linked to a webinar.
3. Under Offer link, choose the tracked link whose destination is your checkout or sales page. This setting appears once the funnel has at least one Tracked Link step.
4. Make sure the funnel is attached to the session. You can also attach one from the control panel's Stats tab with Add Funnel.

See Funnels for tracked links and funnel settings.

Choose an Offer link

Without an Offer link, the offer is listed in the control panel, but activating it fails.

The control panel loads the session's offers when you open it. After changing a funnel's offer settings, reload the control panel.

Show an offer during a session

The Offer widget in the live control panel lists the session's offers, each with its banner, title and link. If there are none, it reads "No offers configured. Link an offer to a funnel to activate it here."

With one offer, click the green power button (Activate offer) and confirm. To hide it, click the red power button (Deactivate offer) and confirm.

With several offers, the widget is titled Offers and each card shows the name of its funnel. Click Activate on the offer you want and confirm. Activating another offer replaces the one showing. To hide the offer, click the red power button at the top of the widget and confirm.

While an offer is showing, the widget has a Live badge. Showing and hiding an offer also posts a short message in the chat, which you can reword or turn off in Chat Announcements. That message is plain text, without a link.

The link is read at the moment you activate the offer. If you change the tracked link's destination while the offer is showing, activate the offer again.

Offers stay up during the replay

An offer stays visible until you hide it, including to replay viewers. Hide it when the live part ends, or leave it on on purpose if you want replay viewers to see it.

Post the offer to the chat

Click the megaphone on an offer's card (Send offer to chat) to post the offer's Chat Announcement Template as an announcement from you, with {{offer_url}} replaced by the offer's link. If the offer has no template, its Description is posted instead; if it has neither, the button doesn't appear. Links in announcements are clickable for attendees. You can post the offer to the chat whether or not its banner is showing.

A chat message can be at most 300 characters. If the finished text is longer, it isn't posted, so keep the template short.

What attendees see

• The banner appears across the top of the chat area in the live room, above the pinned message. It stays there until you hide it; attendees can't close it.
• Screens 768 pixels wide or more show the desktop banner; narrower screens show the mobile banner. On phones the banner takes at most a fifth of the screen height.
• Tapping the banner opens the offer's link in a new tab.
• Banned attendees don't see offers.

Track offer clicks

• Clicks in the widget: the number next to the offer (for example 12 clicks) is the number of attendees who clicked an offer banner in this session. Each attendee counts once, however many times they click, and the number covers the whole session: it doesn't restart when you switch offers.
• Funnel stats: each banner click is also recorded as an entry on the funnel's Offer link step for that attendee, so it shows in the session's funnel numbers (the control panel's Stats tab, under Conversion Funnels) and on the funnel's page. Clicks on the offer's link in a chat message are recorded on the funnel step too, but don't add to the widget's click count.
• Attendee activity: the attendee's activity dialog shows Clicked offer with the time (click their name in the chat, see See who's chatting).
• Contacts: for attendees who consented to behavioral tracking, the click is recorded on their contact. You can build segments with the Offer Clicked rule (Segments), and offer clicks count toward the lead score.

Links and UTM parameters

The banner opens the destination exactly as it's set on the funnel's Offer link. Unlike tracked links on your landing pages, clicks from the live room don't get UTM parameters or ad click IDs added, and the live room isn't passed on as the referring page. The same applies to the link inserted by {{offer_url}}.

If your checkout's analytics should credit these sales to the webinar, add the UTM parameters to the destination URL itself, for example https://shop.yourdomain.com/course?utm_source=webinar&utm_medium=live&utm_campaign=spring-launch. Otherwise, the visits arrive without campaign information.