Creating an offer step by step

On the offer list (menu Offers) click Create offer. You need selected organization and permissions (members do not see this button). Page has two columns: left - form in tabs, right - live preview of the payment page (CheckoutPreview).

Page layout

  • Top: Back to offers and header Create offer.
  • Form card with six tabs: Basic, Promotions, Details, Schedule, Charges, Advanced. Tabs with validation errors may be highlighted.
  • Right: preview of payment page (org logo, title, amount, BLIK/card) - updates when fields change.
  • Bottom: Create offer button.

Live preview

Preview shows the payment page as the customer will see it: logo, offer title, amount (with tax if set), subscription info (frequency, expiry), trial and discounts (when Promotions filled), images and description (Details), BLIK and Card (per Advanced). Preview refreshes when you change the form.

Form tabs

Each tab has dedicated documentation with fields in form order (like Advanced): Basic information, Promotions, Details, Schedule, Charges, Advanced. Index: Offer form tabs.

Validation messages

  • Enter title - title empty.
  • Title must be at least 3 characters.
  • Enter valid amount / Amount required.
  • Select BLIK model - subscription on but no model.
  • Frequency required, Expiry date required.
  • Number/Unit required - for "Other" in frequency or expiry.
  • Trial price required (0 = free).
  • Max 1 payment in trial for fixed amount - model A and trial payments > 1.
  • Discount % required.
  • End date must be after start - in discount schedule.
  • Enable at least one payment method.

Saving the offer

Click Create offer. All tabs are validated; if there are errors the form is not submitted and tabs with errors may be highlighted. Fix and save again. On success: toast Product created successfully!, redirect to offer details. From there you can Share and copy link or download QR.

When options are hidden or disabled

Stripe report only with active Stripe in org. BLIK model O requires org permission. Form limits images (max 4), description length (5000 chars) and metadata pairs - counters show limits. Schedule module in panel requires Premium plan.

Creating an offer step by step | Zevio