The Offer Properties Screen To access the Offer Properties screen, click the Create Offer button on the right-hand side of the Document Properties, Collection Properties or Excerpt Properties screen, or click on any existing offer in the Site Browser under CONTENT. Important Note: Once you have published an Offer to your Live web site, any changes you make and SAVE on the Offer Properties screen will AUTOMATICALLY UPDATE THE OFFER ON YOUR LIVE WEB SITE. Note: The Name, Offer On and Price fields are required on the Offer Properties screen. The Offer Properties Screen is where you can add and edit the metadata for the Offers created for the Content of your web site. Offers can be thought of like a salesperson telling a potential customer: Here is our product, this is how much it costs, and this is what you get for that price. Your “product” could be online access to a professional paper (a Document), a downloadable PDF chapter from a book (an Excerpt), classroom access to a collection of books (Collection of Documents), or even access to all the Content on your entire web site (Collection of all Content of a particular Metatype). Offers can have a cost associated with them, or they can be free. Once an Offer is accepted by a User, a License is created for that User. Licenses are assigned to User Accounts when they make purchases (they can also be assigned manually when Users qualify for access via institutional purchases, association memberships or other offline arrangements). Licenses contain the terms governing User access, such as which Documents they can access and how long they can access them for. The terms are determined by the settings on the Offer that the User used to make the purchase. However, once a license has been created, it will not change based on updates to the Offer that created it. This is desirable, because you want flexibility to try different product ideas without affecting Users who have already made purchases. Offers are automatically displayed to a User when they do not have access to particular Content on your website. This could be because the User is not logged in (unauthenticated) or because the User does not have a License to view the Content. How you present your Offers in other ways to Users should be planned for ahead of time, so that the Offers are relevant to your Users and tied to what they are looking for. But Offers are also flexible enough so that you can change them based on feedback from User purchases and also from your web site’s Google Analytics data. While planning your strategy around Offers, you will want to think about: • The Price and what Users will get for that price. For example: One-year, on-line access to a book for $100 A PDF download of the book for $125 etc. • What -- if anything -- you might offer for free. For example: A downloadable PDF Excerpt of a book’s first chapter On-line access to a book for one month etc. • Where Users will see the Offers on your web site (in addition to the automatic display of any Offers that are made when a User does not have access privileges to the Content). For example: On your web site’s home page on the table of contents for a book, etc. ! !