Sharing an Offer

Advocates share offers from inside a conversation, usually via a canned response. Each offer has its own merge variable that drops in a personalized link to that specific offer.

Find an offer’s merge variable

Every offer has a unique merge variable named after the offer, in the form {{ offer_<name>_url }} — for example, an offer named “Summer Sale” gives you {{ offer_summer_sale_url }}.

You don’t have to memorize it:

• On the offer’s page (Settings > Offers > pick an offer), the “Advocate Offer Links” card shows the exact variable to copy.
• In the canned response editor, type { and pick the offer from the dropdown — each active offer appears as “Offer Name (Offer URL)”.

Want a cleaner variable name? Set the Merge Variable ID when you create or edit an offer. Leave it blank to auto-generate one from the offer name. Changing it later will break any canned response still using the old variable, so update those too.

Set up a “Send Offer” canned response

1. Go to Settings > Canned Responses
2. Click Add Canned Response
3. Fill in the fields:
   • Name — e.g., “Send Offer”
   • Slash Command — e.g., send_offer

   • Content — write the message and insert the offer’s merge variable where you want the link. Type { to pick the offer from the dropdown. Example:

     Thanks for the great ride, {{ prospect_first_name }}!
     Here's a thank-you offer just for you: {{ offer_summer_sale_url }}
     

4. Click Create

Running more than one offer at a time? Make a separate canned response for each, pointing at that offer’s variable. The merge variable always links to the specific offer you chose — even if you have several active.

How the offer URL resolves

When an advocate inserts this canned response into a conversation and sends it, the URL is rendered with:

• The advocate’s profile identifier so the page shows the advocate’s name, photo, and per-advocate field values.
• A reference to the conversation, so when the prospect clicks the link the page view and any subsequent shop-button click is attributed back to the conversation in analytics.

The link stays pointed at the same offer even if you rename it later.

What the prospect sees

Clicking the link drops the prospect on the offer page:

• Top of page — your community’s brand name and the offer headline/description
• Shared-by card — the advocate’s avatar, display name, and city/state (when set)
• Fields — the advocate’s specific values: coupon code, thank-you note, etc.
• Shop button — sends them to your shop URL with the advocate’s coupon attached

Page is mobile-first and matches the rest of your community site theme.

Other places the offer URL works

Offer merge variables are available in any message template context that supports advocate variables — so they also work in custom Message Templates (Settings > Message Templates) if you’d rather send the offer via an automated message than a manual canned response.