Create and manage offers in Snowsight¶

Prerequisites¶

• A provider profile. See Set up a provider profile.

• A published listing. See Create a new listing.

• An account that allows payment for listings. See Set up Stripe to get paid for listings.

Required privileges¶

• You must use the ACCOUNTADMIN role or a role that has been granted the provider privileges. See Privileges required for working with listings.

Create a private offer¶

1. In Provider Studio, navigate to the listing for which you want to extend a private offer.

2. Select the Private offers tab.

3. Select + Create private offer.

4. In the New private offer pane, run the following steps to create a private offer:

   1. On the Offer details page, enter the following information:

      1. Specify the data sharing account identifier for the consumer that will receive this offer.

      2. Specify a name and expiration date for the offer.

      Select Next.

   2. On the Billings and payments page:

      1. Select an existing self-serve pricing plan.

      2. Optional: Specify a custom discount percentage for the offer.

      3. Specify the contract type:

         • Limited-time: This grants access for a fixed period of time, such as 30 days. Consumers can be charged upfront or in installments

         • Recurring (Subscription): This grants continuous access. Consumers are billed at the chosen frequency for the contract duration, and the subscription auto-renews until the consumer cancels the purchase.

      4. Enter a contract duration to indicate the length of time that the offer is valid for.

         Specifying a contract duration will auto-fill the total contract value based on the pricing plan details.

      5. Specify payment options for the offer:

         • Require full payment upfront: The consumer pays the total contract value (TCV) at the start of the contract.

         • Accept installments: Allow the consumer to pay in equal monthly installments or specify custom installment amounts.

           If you select the Accept installments option, you can specify the number of installments and the installment amount.

      6. Specify the first invoice date.

         The first invoice date is the date when the consumer will be billed for the first time.

      7. Select whether to require a credit card to be on file.

         Select Next.

   3. On the Access and terms page, specify the access start date and the terms of service for the offer.

      The access start date is the date when the consumer can start using the product. You can set this to When offer accepted to allow the consumer to start using the product immediately after accepting the offer, or you can configure a specific start date.

      Select Next.

   4. On the Summary page, review the offer details, and then select Done.

Upon completion, the offer appears on the Private offers tab. The initial status will show Active, indicating that the offer is ready to be accepted by the consumer. The consumer can either accept or reject the offer, and the status will be updated accordingly.

Edit a private offer¶

1. Sign in to Snowsight.

2. In the navigation menu, select Data Products » Provider Studio.

3. In the right pane, click the Listings tab.

4. Select a paid listing in the list.

5. Click the Private Offers tab.

6. Click Options for the private offer you want to edit and then select Edit.

7. Edit the private offer and then click Done.

View private offer details¶

1. Sign in to Snowsight.

2. In the navigation menu, select Data Products » Provider Studio.

3. In the right pane, click the Listings tab.

4. Select a paid listing in the list.

5. Click the Private Offers tab.

6. Click Options for the private offer you want to view and then select See details.

7. Review the private offer and click Back to return to the private offer list.

Copy a private offer URL¶

Copy a private offer URL and provide it to consumers so they can review and accept or decline it.

1. Sign in to Snowsight.

2. In the navigation menu, select Data Products » Provider Studio.

3. In the right pane, click the Listings tab.

4. Select a paid listing in the list.

5. Click the Private Offers tab.

6. Click Options for the private offer you want to view and then select Copy URL.

Withdraw a private offer¶

1. Sign in to Snowsight.

2. In the navigation menu, select Data Products » Provider Studio.

3. In the right pane, click the Listings tab.

4. Select a paid listing in the list.

5. Click the Private Offers tab.

6. Click Options for the private offer you want to withdraw and then select Withdraw.

7. Click Withdraw offer.