Create and manage offers in Snowsight¶

Prerequisites¶

• A provider profile. For more information, see Set up a provider profile.

• A published listing. For more information, see Create a new listing.

• An account that allows payment for listings. For more information, 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. For more information, see Privileges required for working with listings.

Working with offers¶

The Offers tab shows a list of both standard and private offers that are available for a listing. The table includes the following information about each offer:

The following details are available for Standard offers:

• Offer name

• Status (Draft, Active, Retired)

• Type (Self-serve or Sales-led)

• Last updated date

• Display order

The following details are available for Private offers:

• Offer name

• Status (Draft, Active, Withdrawn, Expired)

• Expiration date

• Target consumer

• Pricing planTerms

• Last updated date

Each row in an Offers table includes an action button that you can select to view additional options for managing the offer.

Standard offers provide the following actions:

• View details

• Edit offer

• Display order (not available for Retired or Draft offers)

• Retire offer (not available for Retired or Draft offers)

Private offers provide the following actions:

• Copy offer URL

• View details

• Edit offer (not available for Active offers)

• Withdraw offer (not available for Expired offers)

Create a standard offer¶

1. Sign in to Snowsight.

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

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

4. Select a paid listing in the list.

5. On the Offers tab, Standard offers is selected by default. Click + Create offer.

6. In the Offer details dialog, specify details for the offer.

   1. Select Standard offer.

   2. Select the Purchase type:

      • Select Self-serve to allow consumers to see the price and purchase the listing directly

      • Select Sales-led to require consumers to contact you to purchase the listing.

   3. Specify a name for the offer.

   4. Select Next.

7. In the Billing and payments dialog, select a pricing plan to attach to this offer.

8. (Optional) Specify whether to require consumers to include a credit card on file to purchase the listing.

9. Select Next.

10. In the Description dialog, enter information about the offer that users will see.

    1. Specify an offer name to display to consumers.

    2. Specify the price to display to consumers.

    3. (Optional) Specify a tagline to display to consumers.

    4. Specify the text for the button that consumers click to purchase the listing.

    5. (Optional) Specify any value propositions for the offer.

11. Select Next.

12. Review the offer summary, then click Create offer.

Create a private offer based on a pricing plan¶

1. Sign in to Snowsight.

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

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

4. Select a paid listing in the list.

5. On the Offers tab, select Private offers, then click + Create offer.

6. In the Create private offer pane, run the following steps to create a private offer:

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

      1. Select Private offer as the offer type.

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

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

      4. Select Next.

   2. On the Billings and payments page, select an existing pricing plan` and enter the following information.

      1. Review the negotiated price details in the Plan components table.

         Optional: Hover on a row in the Plan components table and select the Edit icon to modify the component details.

         • For usage-based plans, you can edit the monthly access fee or apply a discount. You can also edit the price per query and the monthly limit.

         • For flat-fee plans, you can edit the access fee price or apply a discount percentage.

      2. 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.

         Note

         You can’t specify a contract type for usage-based pricing plans.

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

         For flat-fee plans, specifying a contract duration will auto-fill the total contract value based on the pricing plan details.

      2. 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.

         Note

         You can’t specify payment options for usage-based pricing plans.

      3. Specify the first invoice date.

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

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

      5. 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.

   4. Select Next.

   5. 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.

Create a one-time pricing offer¶

One-time pricing plans allow providers to create a private offer that isn’t tied to a pricing plan. When you extend a one-time pricing offer to a consumer, the consumer is charged a single, upfront fee for access to the data product for a specified duration.

The steps below describe how to create a one-time pricing offer.

1. Sign in to Snowsight.

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

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

4. Select a paid listing in the list.

5. On the Offers tab, select Private offers, then click + Create offer.

6. In the Create private offer pane, run the following steps to create a private offer:

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

      1. Select Private offer as the offer type.

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

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

      4. Select Next.

   2. On the Billings and payments page, select Apple one-time pricing and enter the following information.

      1. Specify the total contract value.

      2. 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.

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

      4. 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.

      5. Specify the first invoice date.

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

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

      7. 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.

   4. Select Next.

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

Edit a standard offer¶

The steps below describe how to edit a standard offer.

1. Sign in to Snowsight.

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

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

4. Select a paid listing in the list.

5. On the Offers tab, select the button for the standard offer you want to edit, and then select Edit offer.

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

7. Edit the offer, and then click Edit offer.

Edit a private offer¶

The steps below describe how to edit a private offers. Only private offers that have the following status can be edited:

• DRAFT

• EXPIRED

• WITHDRAWN

1. Sign in to Snowsight.

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

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

4. Select a paid listing in the list.

5. On the Offers tab, select Private offers, then select the button for the private offer you want to edit, and then select Edit.

6. Edit the private offer, and then click Edit offer.

View offer details¶

You can view details of both standard and private offers.

1. Sign in to Snowsight.

2. In the navigation menu, select Data sharing » 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 the button for the offer you want to view and then select View details.

7. Review the offer and click Close to return to the offers list.

Retire a standard offer¶

Retiring an active standard offer makes it unavailable for new purchases. Existing consumers who have already purchased the offer can continue to use it until their contract expires.

1. Sign in to Snowsight.

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

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

4. Select a paid listing in the list.

5. Click the button for the standard offer you want to retire and then select Retire offer.

6. A confirmation dialog appears. Click Retire offer to confirm.

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 sharing » 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 the button 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 sharing » 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 the button for private offer you want to withdraw and then select Withdraw.

7. Click Withdraw offer.