Offers

What are Offers?

Offers define how you sell your products. While products define what customers get, offers define the pricing, payment terms, and purchase experience. Each offer can power unlimited checkouts, allowing you to tailor the buying experience for different marketing campaigns.

Managing Offers

Navigate to Offers in your WebApp admin to view all your offers. The list displays:

• Name — The internal name for your offer
• Type — One Time or Subscription
• Price — The offer price
• Currency — The currency for this offer
• Updated — Last modification date

Click an offer name to view its checkouts, or use the action menu to view details, edit, copy the offer ID, or delete the offer.

Creating an Offer

Click Create to start building a new offer.

Basic Information

• Name — Internal name for your reference
• Invoice Name — What appears on customer invoices
• External Description — Optional description shown in lists

Pricing

• Currency — Select the currency for this offer
• Price Type — One Time or Subscription
• Price — The amount to charge

Subscription Options

For subscription offers, you can configure:

• Billing Period — Monthly, yearly, etc.
• Billing Cycles — Number of renewals (0 = unlimited)
• Trial — Enable a trial period
• Trial Price — Optional reduced price during trial
• Trial Length — Number of days for the trial

Offer Items

Each offer contains one or more items. An item links to a product variant and defines what the customer receives when they purchase.

• Product & Variant — Select which product variant to include (you can add unlimited items from different products)
• Bullet Points — Define the benefits for this variant (transfers to checkout, but can be customized there)
• Hide from Invoice — Hides the product and variant name from customer invoices (useful when selling multiple variants)
• Hide Bullets from Checkout — Option to hide bullet points on checkout

Order Bumps

A bump is an optional add-on that appears on the checkout page. Customers can add it to their purchase with a single click. Bumps are designed to maximize order value, helping you make more money from the same traffic.

• Invoice Name — What appears on invoices for the bump
• Price Type — One Time or Subscription (independent of main offer)
• Price — The bump price
• Items — Product variants included in the bump

Each offer can have one bump. The bump can have its own pricing model — for example, a one-time main offer with a subscription bump, or vice versa.

Guarantee

Set a money-back guarantee period that displays across all checkouts for this offer:

• No guarantee
• 7 Days
• 14 Days
• 30 Days
• 60 Days
• 90 Days

Default Tags

Tags are automatically applied to contacts when they interact with this offer:

• Purchase Tags — Applied when a customer completes a purchase
• Refund Tags — Applied when a refund is processed (auto-generated with -refund suffix)

Tags allow you to find all customers who purchased or refunded a specific offer, regardless of other settings in the system. This is a great way to filter and reach specific customers — for example, if you want to reach only those who purchased your Black Friday special offer.

Purchase Management

When a customer purchases an offer, you can manage their order from the Contacts module. Each contact shows their purchases, including:

• Order Status — Pending, Completed, Cancelled, Refunded, Disputed, etc.
• Payment Details — Transaction ID, payment method, amount paid
• Items Purchased — Main offer and bump items with subscription status
• Entitlements — Access granted to products, with revoke/restore options
• Order Activity — Full history of payments, status changes, and entitlement changes
• Order LTV — Lifetime value of the order including all payments

Order Status Transitions

You can manually change order status with a required note for audit purposes:

• Pending → Complete or Cancel
• Failed → Pending, Complete, or Cancel
• Completed → Mark as Disputed
• Disputed → Resolve Won or Lost

Entitlement Management

Each purchase grants entitlements to the customer. You can revoke access (with a required note) or restore previously revoked access. All changes are logged in the order activity timeline.

Customer Invoices

Customers who purchase from your business receive invoices in their WebApp profile. Invoices include:

• Seller and buyer details
• Line items with type badges (product, subscription, bump)
• Subtotals, tax, discounts, and totals
• Payment history and refund records
• Invoice notes

Invoice Number Format

Invoice numbers are generated automatically with a prefix. The default prefix is NEX, but you can customize it in your WebApp settings:

• Invoice Prefix — A 3-letter code (e.g., NEX, INV, ABC)
• Sequence Reset — Never (continuous), Monthly, or Yearly

Example formats: NEX-01-1001 (never reset), NEX-2601-1001 (monthly), NEX-26-1001 (yearly)

Payment Methods

Purchases can be made through any of your configured payment processors:

• DashNex Pay — Card payments through DashNex as Merchant of Record
• Stripe Standard — Direct payments to your Stripe account
• DashNex Credits — Purchases using platform credits