# Manage offers

> Use the Upsell offers tab to see results, fix offers that need attention, and pause, duplicate or delete offers.

Source: https://backtrackhq.com/docs/offers/manage-offers/

(Screenshot: The Upsell offers tab with its intro line and Create offer button)

The **Upsell offers** tab lists every upsell offer in your store. It
shows how each offer does, which ones need a fix, and lets you pause,
copy or delete them.

To open it, go to **Promotions** and click the **Upsell offers** tab.

## A weekly routine

1. **Check the Performance cards.** Are your numbers up or down?
2. **Open the Needs attention tab.** Fix each row. The hint says what
   to do.
3. **Look at offers with many visits and a low add rate.** Try a new
   message on them.
4. **Pause offers that don't work.** Pausing keeps their numbers.

## Performance

**What it is:** at the top, **Performance** sums up all your offers
for the range in **Date range**.

Options: **Last 7 days**, **Last 30 days**, **Last 90 days**. Default:
**Last 30 days**.

**Why it matters:** it tells you in a few seconds how your offers are
doing.

**How to use it:** hover a card's label to read what it counts. Change
the range to compare, for example **Last 7 days** against **Last 30
days**. For a deeper look, use the **Analytics** page. See
[Analytics overview](https://backtrackhq.com/docs/analytics/overview/).

### Revenue from offers

What offer items sold for, after discounts. Under it: "From ...
orders".

### Orders with offers

Orders that had an offer's item or its discount.

### Add rate

Visits where a shopper added an offer item, out of visits that saw an
offer. Under it: "... of ... visits".

### Value added to carts

The price of items added through offers, counted on every add. Many
carts never check out, so this is higher than revenue.

See [Metrics](https://backtrackhq.com/docs/analytics/metrics/) and
[How we count](https://backtrackhq.com/docs/analytics/how-we-count/).

Click **How offers work** in the page header for a short guide and the
counting rules.

## The offers table

### Tabs

**What they are:** quick views of the table.

- **All**: every offer.
- **Live**: offers shoppers can see now.
- **Needs attention**: offers with a problem to fix. See [Hints](#hints).
- **Paused or ended**: paused, scheduled and ended offers.

**How to use them:** start with **Needs attention**. When it is empty,
nothing is broken.

### Columns

#### Offer

The message, with your discount's own numbers filled in, then the type
and places, for example "Free gift, Cart page, Cart drawer". A **Top offer** badge marks your best offer.
Offers made by a promotion also show "Promotion:" and its name.

#### Status

Whether shoppers can see the offer. See [Statuses](#statuses).

#### Visits

Visits that saw the offer. Zero on a live offer usually means the
theme block is missing.

#### Add rate

Visits with an add, out of visits that saw it. Use it to compare
offers with different traffic.

#### Revenue

What the offer's items sold for, and how many orders. It reads **None
yet** until an order comes in.

### Search, filter and sort

**How to use them:**

- **Search offers** finds offers by name.
- **Offer type** and **Shows on** filter the list. For example, show
  only **Free gift** offers on the **Cart drawer**.
- Sort by **Revenue**, **Add rate**, **Visits**, **Value added to
  carts**, **Priority** (**Shows first** or **Shows last**) or
  **Name**. Sort by **Revenue**, high to low, to find your best
  offers.

## Statuses

### Live

The offer shows to shoppers now.

### Paused

You paused it. Shoppers don't see it. Its numbers are kept.

### Scheduled

Its **Start (optional)** date is still to come.

### Ended

Its **End (optional)** date has passed. Edit the dates to run it again.

### Discount deleted

Its discount no longer exists. The offer can never show. Link a new
discount or delete the offer.

### Discount not shown

Its discount is not live on your storefront. For example, its
storefront widgets are off, or the discount is not active. An offer
that links several discounts is live when at least one of them is.

Fix: turn on the discount's storefront widgets on the **Promotions**
tab, or turn the discount on.

### Paused: order limit reached

Your store reached 110% of your plan's orders this month. Live offers
show this instead of **Live** until next month or until you upgrade.
See [Offers and widgets paused](https://backtrackhq.com/docs/help/paused-at-plan-cap/).

## Hints

Offers under **Needs attention** show a hint in the row. Each one says
what to do:

- "The discount was deleted. Link a new one."
- "The discount is not shown on your storefront."
- "Orders came in, but no one saw the widget. Check the theme block."
- "No views in ... days. Check the theme block." A brand-new offer
  doesn't get this hint.
- "Seen ... times, no adds. Try a new message."

Most hints about views mean the theme block is missing. See
[Widgets not showing](https://backtrackhq.com/docs/help/widgets-not-showing/).

## Actions

Click a row to open its details. The **...** menu of a row has these
items.

(Screenshot: The row menu of an offer)

### View details

Opens the offer details window. See [Offer details](#offer-details).

### See analytics

Opens the **Analytics** page, filtered to this offer.

### Edit

Opens the offer form. Change the message, places or products.

### Pause or Turn on

Hides the offer or shows it again. You see "Offer paused" or "Offer
turned on". This item is missing when the discount was deleted.

Use **Pause** to stop an offer but keep its numbers.

### Duplicate

Makes a copy of the offer. "Offer copied. The copy is paused until you
turn it on."

Use it to test a new message: copy the offer, change the copy's
message, then pause the old one and turn on the copy. Compare their
add rates after a week.

### Discount: (name)

Shows **Discount:** and the discount's name. It opens the discount in
Shopify. When the discount is gone, it opens the storefront display
page.

### Delete

Removes the offer. See [Delete an offer](#delete-an-offer).

### Act on several offers

Tick their rows. Then use **Pause**, **Turn on** or **Delete**.

> **Tip:** On the **Promotions** tab, a promotion's menu also has
> **Pause offers** and **Resume offers**. They act on every offer of
> that promotion.

### Delete an offer

1. **In the offer's menu, click Delete.**

   (Screenshot: An offer's row menu with Delete at the bottom)

2. **Read the warning and click Delete offer.**

   "Shoppers stop seeing it right away. Its stats are removed. This
   can't be undone." Pause the offer instead if you want to keep its
   numbers.

   (Screenshot: The Delete this offer? warning window with the Delete offer button)

> **Caution:** Deleting an offer also deletes its stats. They don't come
> back.

## Offer details

**What it is:** the details window opens when you click a row or
**View details**. It shows, for the chosen date range:

- The status, type, places and linked discounts.
- **Visits, from view to order**: how many visits saw the offer,
  clicked it, added it and ordered.
- Money: **Revenue from offer items**, **Value added to carts** and
  **Units sold**.
- Rates: **Add rate**, **Click rate** and **Orders per visit**.
- **Discount uses:** the all-time uses of the discount, from Shopify.
  This includes uses without the offer.
- **Setup**: **Message**, **Discounts**, **Shows on**, **Products
  shown**, **Priority** and **Schedule**.

**Why it matters:** it shows one offer's results and settings side by
side, so you can see what to change.

**How to use it:** the window has **Edit** and **Pause** (or **Turn
on**) buttons. See
[Offer and rule stats](https://backtrackhq.com/docs/analytics/offer-and-rule-stats/).

### Priority

**Priority** in **Setup** decides which offer shows first when two
offers fit the same place. "Higher numbers show first when two offers
fit." When two offers have the same priority, the older one shows
first.

You can't change the priority in the app. The offer form has no
priority field, so every offer you create has priority 0. In practice
your oldest offer shows first. Sort the table by **Priority** (**Shows
first** or **Shows last**) to see the order shoppers get.

### Schedule

An offer runs as long as its discount runs. To give it its own dates,
edit it and fill in **Start (optional)** and **End (optional)**. The
details show the schedule as **Always on**, "From ...", "Until ..." or
a date range.

Use it for a short push, for example a gift offer for one weekend.

## Offers that don't fit

Shopify gives your theme limited space for app data. When your live
offers don't all fit, you see:

**Some offers don't show on your store: ...** "Your live offers are too
big to fit in the space Shopify gives your theme. The lowest priority
offers are left out. Pause offers you don't need, or use shorter
messages."

The banner goes away when the offers fit again.

## Discounts without an offer

**What it is:** the **Discounts without an offer** card lists discounts
that show on your storefront and could have an offer, but have none
yet.

**Why it matters:** each one is a deal shoppers see but get no nudge
toward.

**How to use it:** click **Create offer** on a row. The form opens with
that discount picked. Click **Hide** to close the card.

You can also reach it from the **Upsell offers** card on **Home**: it
says, for example, "2 discounts have no offer yet." with a **Create
offers** link.

## Near your order limit

At 80% of your plan's orders, a banner shows here. From 100% to 110%,
offers keep running and the app asks you to upgrade. At 110%, offers
pause until next month or until you upgrade. See your usage on
**Plan**, and
[Offers and widgets paused](https://backtrackhq.com/docs/help/paused-at-plan-cap/).
