在 Snowsight 中创建和管理要约

Providers can create both standard and private offers.

  • Standard offers are displayed in the pricing section of a listing. With standard offers, providers can allow self-serve purchases or send consumers to their sales team using a Contact sales option.

  • Private offers are only visible to targeted consumers. With private offers, providers can offer custom discounts and terms.

先决条件

所需权限

  • You must use the ACCOUNTADMIN role or a role that has been granted the provider privileges. For more information, see 处理列表所需的权限.

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  • Status (Draft, Active, Withdrawn, Expired)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 More actions for worksheet 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. 登录 Snowsight。

  2. 在导航菜单中，选择 Data sharing » Provider Studio。

  3. 在右侧窗格中，点击 Listings 选项卡。

  4. 在列表中选择一个付费列表。

  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. 选择 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. 选择 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. 选择 Next。

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

Create a private offer based on a pricing plan

  1. 登录 Snowsight。

  2. 在导航菜单中，选择 Data sharing » Provider Studio。

  3. 在右侧窗格中，点击 Listings 选项卡。

  4. 在列表中选择一个付费列表。

  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. 在 Offer details 页面上，输入以下信息：

      1. Select Private offer as the offer type.

      2. 为将收到此要约的使用者指定 数据共享账户标识符。

      3. 指定要约的名称和到期日期。

      4. 选择 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. 指定合同类型：

        • Limited-time：选择使用 时默认使用的角色和仓库。授予固定时间段的访问权限，例如 30 天。使用者可选择预付款或分期付款。

        • Recurring (Subscription)：选择使用 时默认使用的角色和仓库。这会授予持续访问权限。使用者在合同期限内按所选频率计费，且订阅将自动续订，直至使用者 取消 购买。

        备注

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

      1. 输入合同期限，以指示该要约的有效时间长度。

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

      2. 为要约指定付款选项：

        • Require full payment upfront：选择使用 时默认使用的角色和仓库。使用者在合同开始时支付合同总价值 (TCV)。

        • Accept installments：选择使用 时默认使用的角色和仓库。允许使用者按月等额付款，或指定自定义分期金额。

          如果选择 Accept installments 选项，您可以指定分期次数和每期金额。

        备注

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

      3. 指定首次开票日期。

        首次开票日期是首次向使用者计费的日期。

      4. 选择是否要求存档信用卡信息。

      5. 选择 Next。

    3. 在 Access and terms 页面上，指定要约的访问开始日期和服务条款。

      访问开始日期是消费者可以开始使用产品的日期。您可以将其设置为 When offer accepted，以便使用者在接受要约后立即使用产品，也可以配置具体的开始日期。

    4. 选择 Next。

    5. 在 Summary 页面上，查看要约详情，然后选择 Done.

完成后，要约将显示在 Private offers 选项卡中。初始状态将显示为 Active，表示该要约已准备好被使用者接受。使用者可以接受或拒绝该要约，状态将相应更新。

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. 登录 Snowsight。

  2. 在导航菜单中，选择 Data sharing » Provider Studio。

  3. 在右侧窗格中，点击 Listings 选项卡。

  4. 在列表中选择一个付费列表。

  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. 在 Offer details 页面上，输入以下信息：

      1. Select Private offer as the offer type.

      2. 为将收到此要约的使用者指定 数据共享账户标识符。

      3. 指定要约的名称和到期日期。

      4. 选择 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. 指定合同类型：

        • Limited-time：选择使用 时默认使用的角色和仓库。授予固定时间段的访问权限，例如 30 天。使用者可选择预付款或分期付款。

        • Recurring (Subscription)：选择使用 时默认使用的角色和仓库。这会授予持续访问权限。使用者在合同期限内按所选频率计费，且订阅将自动续订，直至使用者 取消 购买。

      3. 输入合同期限，以指示该要约的有效时间长度。

      4. 为要约指定付款选项：

        • Require full payment upfront：选择使用 时默认使用的角色和仓库。使用者在合同开始时支付合同总价值 (TCV)。

        • Accept installments：选择使用 时默认使用的角色和仓库。允许使用者按月等额付款，或指定自定义分期金额。

          如果选择 Accept installments 选项，您可以指定分期次数和每期金额。

      5. 指定首次开票日期。

        首次开票日期是首次向使用者计费的日期。

      6. 选择是否要求存档信用卡信息。

      7. 选择 Next。

    3. 在 Access and terms 页面上，指定要约的访问开始日期和服务条款。

      访问开始日期是消费者可以开始使用产品的日期。您可以将其设置为 When offer accepted，以便使用者在接受要约后立即使用产品，也可以配置具体的开始日期。

    4. 选择 Next。

    5. 在 Summary 页面上，查看要约详情，然后选择 Done.

Edit a standard offer

The steps below describe how to edit a standard offer.

  1. 登录 Snowsight。

  2. 在导航菜单中，选择 Data sharing » Provider Studio。

  3. 在右侧窗格中，点击 Listings 选项卡。

  4. 在列表中选择一个付费列表。

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

  6. 为要编辑的私有要约点击 Options，然后选择 Edit。

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

编辑专属要约

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

  • DRAFT

  • EXPIRED

  • WITHDRAWN

备注

使用者最多可能需要 10 分钟才能看到对专属要约的编辑。

  1. 登录 Snowsight。

  2. 在导航菜单中，选择 Data sharing » Provider Studio。

  3. 在右侧窗格中，点击 Listings 选项卡。

  4. 在列表中选择一个付费列表。

  5. On the Offers tab, select Private offers, then select the More actions for worksheet 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. 登录 Snowsight。

  2. 在导航菜单中，选择 Data sharing » Provider Studio。

  3. 在右侧窗格中，点击 Listings 选项卡。

  4. 在列表中选择一个付费列表。

  5. 点击 Private Offers 选项卡。

  6. Click the More actions for worksheet 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.

备注

This action can't be undone.

  1. 登录 Snowsight。

  2. 在导航菜单中，选择 Data sharing » Provider Studio。

  3. 在右侧窗格中，点击 Listings 选项卡。

  4. 在列表中选择一个付费列表。

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

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

复制专属要约 URL

复制专属要约 URL 并将其提供给使用者，以便他们查看并接受或拒绝。

  1. 登录 Snowsight。

  2. 在导航菜单中，选择 Data sharing » Provider Studio。

  3. 在右侧窗格中，点击 Listings 选项卡。

  4. 在列表中选择一个付费列表。

  5. 点击 Private Offers 选项卡。

  6. Click the More actions for worksheet button for the private offer you want to view and then select Copy URL.

撤回专属要约

  1. 登录 Snowsight。

  2. 在导航菜单中，选择 Data sharing » Provider Studio。

  3. 在右侧窗格中，点击 Listings 选项卡。

  4. 在列表中选择一个付费列表。

  5. 点击 Private Offers 选项卡。

  6. Click the More actions for worksheet button for private offer you want to withdraw and then select Withdraw.

  7. 点击 Withdraw offer。

语言: 中文