Creating offers
Run time-limited promotions customers can claim directly from their phone — no points required.
Overview
Offers are targeted promotions you can run for a set period of time. Unlike redeemable rewards which require customers to spend points, offers are claimable by any customer who sees them. Use them to drive foot traffic during slow periods, reward your customer base, or run a limited-time promotion around an event or launch.
Offers can be created from Marketing or from the Marketing calendar.
Offers are available on the Loyalty and Growth plans.
How to create an offer
Click Create offer from the Marketing page or click any date on the Marketing calendar. Fill in the following:
Discount type Choose from amount off or percentage off.
Value of offer The dollar or percentage value of the discount — for example $5 off or 15% off.
Name What customers see when they view the offer — for example $5 off order or Free coffee Friday. Keep it short and clear.
Schedule start date The date and time the offer becomes active and visible to customers.
Expiry date The date and time the offer ends. After this the offer moves to past offers and is no longer claimable.
Quantity How many times this offer can be claimed in total across all customers.
Max per customer How many times a single customer can claim this offer.
The offer preview on the right updates in real time as you fill in the details. Check it before creating to make sure it looks right from the customer's perspective.
Advanced targeting (optional)
By default your offer is visible to all customers. You can narrow who sees it using three targeting filters — toggle each one on to set the parameters:
Limit availability Cap the total number of times this offer can be claimed across all customers.
Max redemptions per customer Limit how many times a single customer can claim this offer.
Age range Target customers within a specific age bracket based on the demographic data Worthify has collected.
Customer status Target customers by their current engagement segment — Active, Slipping, At-risk, or Lapsed. Use this to send a recovery offer specifically to customers you are at risk of losing.
Lifetime spend Target customers who have spent within a specific dollar range across all their visits.
You can combine filters to get very specific — for example an offer visible only to At-risk customers who have spent between $50 and $100 lifetime. The more targeted the offer the more relevant it feels to the customer receiving it.
Advanced targeting is where offers become a retention tool rather than just a promotion. Instead of sending a blanket discount to everyone, you can send a recovery offer only to customers you are about to lose — and leave your best customers out of it entirely.
Where customers see offers
Once an offer is active it appears in the Loyalty tab on the customer's phone. Customers can browse and claim it directly from there without spending any points.
Offers also appear on your public marketing feed if your Active toggle is on — visible to anyone with your feed URL.
Offer status
Once created offers move through three states:
Scheduled — set up but not yet active
Happening now — currently live and claimable by customers
Past offers — expired and no longer claimable
You can see all your offers organized by status in the Offers tab of the Marketing page.
FAQs
Can I run multiple offers at the same time? Yes. There is no limit to how many offers you can have active simultaneously.
Can I edit an offer after creating it? Yes. Find it in your offers list and edit it before the expiry date.
What happens when the quantity runs out? Once the total quantity has been claimed the offer is no longer available to new claimants even if the expiry date has not passed.
Do offers affect my rewards program? No. Offers are completely separate from your points and rewards program. Customers do not need any points to claim an offer.
Can I use an offer and an announcement together? Yes. When creating an announcement you can select an active offer to pre-fill the announcement name as a shortcut — a great way to let customers know an offer is running.
Next steps
Creating announcements
Using the marketing calendar
Promoting your program in-store