VCE User Guide V3.4
Terms & Conditions

Terms and Conditions 

Terms and Conditions (T & C) are a mandatory attribute of every offer.  These are a legally binding statement that defines all terms and conditions that must be met to redeem an offer.

As T & Cs are shared across many offers, your administrator can create templates to retrieve automatically during offer creation. This helps streamline workflows and increase efficiency. 

Each template should follow the same format with slight adjustments to account for the specifics of each offer.

For example:

  • BOGO with same product
  • BOGO with different product

To create and manage Terms & Conditions, navigate to the Settings tab and select Terms & Conditions from the submenu. 

Terms and Conditions Creation

Information THE FOLLOWING INFORMATION IS ONLY RELEVANT IF YOU POSSESS ADMINISTRATOR CREDENTIALS!
  1. Navigate to the settings tab and notice the submenus displayed. All marketers will see the Images submenu. (If you possess administrator credentials, you have access to an additional six submenus, please click here for more information on the additional submenus).
  2. Let's begin with guiding you as a marketer with the "How To" of creating a new T & C (or click here to go directly to learn about Managing your Ts & Cs). 
  3. Select Terms and Conditions from the Settings submenu

  4. Click  to display the Add Terms & Conditions window

  5. Complete the mandatory fields (Notice all fields in this window are mandatory):
    • Enter a name that will help distinguish this T & C from other templates you create. (Up to 200 characters).
    • Select one or more offer templates from the dropdown menu.
    • Enter the T & C content.
      Depending on the market, content may need to be provided in multiple languages.

    Once all mandatory fields are complete, the action buttons at the bottom of your window are enabled. 

  1. Click Save or Cancel
    1. Save - Creates a new T & C that now appears in the VCE library. A toast assures you that T & C has been successfully added.
    2. Cancel - To cancel record creation. If you select cancel, you will be asked to confirm.  

The image below show a sample T & C:


Terms and Conditions Management

The first part of Terms & Conditions management is made easy with filtering options. Choose to view all, or filter to focus on the T & Cs of interest.

You may filter by:

  • Offer template
  • Keyword search
    • Name 
    • Description

Once you are viewing the T & Cs of interest, notice the management tools available.

Click  to display editing options:

  • Edit the T & C name
  • Add and remove offer templates
  • Edit the T & C content

Click  to archive this T & C.

Information

T & C can only be archived when:

  • Not in use
  • Only used in archived offers and/or campaigns

If the T & C is not currently in use, a toast assures you the T & C has been successfully archived.

When the T & C is in use, a window displays the campaigns and offers using that T & C .

Notice the warning toast that informs you this T & C is currently in use and displays all relevant campaigns and offers.

Once you make any changes to the T & C, click Save or Cancel.

  • Save - Changes and update the T & C record. 
  • Cancel - Deletes any changes made. You will be asked to confirm. Click cancel to avoid unwanted changes. 
Information

Important factors to consider:

  • When you edit a T & C in the Offer screen, the template will NOT be automatically updated in the T & C library and the offer will be considered NOT using a default T&C.
  • Both the Creator and Approver of an Offer are responsible for monitoring that default T&C templates are used and for correcting any non-default T&C before approving. The Approver has final ownership on confirming this.
  • When editing in a T & C template currently used in an offer and/or campaign, you are immediately alerted. A toast advises which offers/campaigns are impacted by these changes. See example below info box.

When there are offers and/or campaigns affected, a window displays: 

Information Notice the Default Ts&Cs in the offers. Default refers to any T & C that has not been updated within the offer. When an appears in this column, you are alerted that changes made to the template will not auto-update when you select Yes, Save. Only offers with default T&Cs, or offers with a in the column, will auto-update.

DOE T&C’s

  • BAU T&Cs and DOE T&Cs will both be available in VCE under Settings > Terms and Conditions.
  • Marketers must create DOE T&Cs for each offer template or one set for all templates, including language for segmented offers (e.g., "This offer is intended only for use by the recipient").
  • VCE will automatically associate the correct DOE T&Cs with the offer based on market input.
  • Marketers must create T&Cs via the BAU process and share them with the VCE team through Service Cafe once PE3 is enabled and before an offer recommendation bank is shared by PE3.
  • T&Cs should not include engine-generated variables (e.g., pricing). Any updates to DOE T&Cs can be made manually in the VCE UI but must be communicated to the VCE team via Service Cafe.