---
title: Offers Overview
description: Understand the Offers screen, list table controls, and the lifecycle of an UpsellBay offer.
---

## What The Offers Screen Does

<img
  src="/upsellbay/assets/screenshots/offers/upsellbay-offers-overview.png"
  alt="UpsellBay Offers Overview"
  data-lightbox="true"
/>

The **Offers** tab is your central hub for merchandising operations. It provides a comprehensive view of all your upsell campaigns, allowing you to easily:

- **Create and configure** new offers.
- **Search and filter** your existing campaigns.
- **Monitor health and placement** at a glance.
- **Preview** how offers appear directly on the storefront.
- **Manage** offer lifecycles (activate, pause, edit, delete).

## Understanding the Offers Table

The table provides key insights into your active campaigns.

### Offer

Displays the internal title of the offer. Hovering over a row reveals quick actions:

- **Edit**: Opens the visual builder to modify the offer.
- **View Live**: Launches a new tab to preview the offer in its designated storefront location.
- **Delete**: Permanently removes the offer.

### Placement

Indicates the specific storefront location where the offer is designed to render (e.g., Product Page, Cart, Checkout, Thank You).

### Status

Reflects the current operational state of the offer:

- **Draft**: The offer is safely saved but not eligible to be shown.
- **Active**: The offer is live and will render when its targeting rules are met.
- **Paused**: The offer is temporarily disabled without losing its configuration.

### Health

The Health column provides proactive conflict detection to ensure a smooth shopper experience:

- A **green success icon** indicates no known conflicts.
- A **warning icon** indicates potential placement crowding, a priority tie, or funnel overlap. *Note: This is an indicator to review your setup, not a guarantee of failure.*

### Priority

Determines which offer wins when multiple active offers compete for the same placement. **Lower numbers indicate higher priority** (e.g., an offer with priority 1 will display over an offer with priority 10).

### Performance Metrics

Quick-reference metrics to gauge offer success without opening detailed reports:
- **Views**: How many times the offer was rendered.
- **Accepts**: How many times the offer was successfully added to an order.
- **Revenue**: The total attributed revenue generated directly by the offer.

## Navigating and Filtering

Manage large catalogs of offers easily using the table controls:

- **Search**: Find offers by title or key terms.
- **Filters**: Narrow the view by specific Placements, Statuses, or Health states.
- **Sorting**: Click column headers to sort by title, status, priority, views, accepts, or revenue.

## Offer Lifecycle Management

### Draft State
Use **Draft** while you are actively configuring copy, establishing rules, or testing discount logic. Drafts are completely hidden from the storefront.

### Active State
**Active** offers are immediately eligible to render. They will be displayed to shoppers as long as the placement is valid, the targeting rules are met, and the offered product is available.

### Paused State
Use **Paused** to temporarily halt an offer (e.g., seasonal promotions) while retaining all historical analytics and configuration.

## Preview Behavior

Clicking **View Live** utilizes placement-aware preview logic to take you to the exact spot the offer renders:

- **Product offer**: Links directly to the offered product's page.
- **Cart offer**: Links to the cart page.
- **Checkout bump**: Links to the checkout page.
- **Thank-you offer**: Links to the most recent qualifying WooCommerce order receipt (when available).