Offset Commerce

Groups will help you organize, segment, and tier your customer list.

Groups Overview

When it is time to move, add, or remove several dozen people among groups.

Bulk shifting customers among Groups

Jon Patch

Siena Allen

Bobby Gibson

Groups & Allocations

Essential settings to configure your products for an Offering / Allocation

Set Up Your Products For An Allocation

Set Up Your Allocation Offering

Update and Review Your Settings for an Allocation

Testing Your Allocation

Update Your Campaign Monitor Settings for an Allocation

Why can't customers add bottles to their order when there is plenty of inventory still available?

Customer allocations are showing "n/a" but plenty of bottles are in stock

Our platform works on a "First to Reserve" format, rather than "First to Checkout"

Using the "Purchase Minimum" cell in Allocations

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Content changes and browser cache

Ned Creed

This collection shows the steps required to create an Offering / Allocation in Offset Commerce.

Creating An Allocation Offer in Offset Commerce

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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