Please note: The Offers Module will soon be migrated to our new Custom Modules system. You don’t need to worry — all your existing data will be migrated automatically and securely before the change takes place. You won’t lose any content, and your current workflows will remain intact. The new Custom Modules will simply give you more flexibility and control over how you manage and display your data. We’ll let you know in advance once your workspace is scheduled for the migration.

💡 Introduction

The Offers module enables Users to present a range of offerings, including products, services, technologies, and patents. These Offers are categorized by type, pricing, industry sector, target audience, technology readiness level, implementation effort, unique selling points, and business model. Each Offer is showcased in the Offer Marketplace, making it easy for Users to explore and find relevant opportunities within the network.

👩🏻‍💻 Usage

View Offers

In the Offers overview, Users can easily browse and explore Offers of interest, each displayed as a card. These cards highlight the User of the Offer, enabling straightforward communication. By clicking on an Offer, Users gain access to detailed information. To refine the search, apply filters, including country, business model, technology readiness level, and Offer type. Users can narrow their results by selecting specific technology segments and using keywords for a more targeted search.

Create or Edit an Offer

Creating an Offer

1. Navigate to the sidebar; select “Offers”, then choose “+Entry”.
2. You see both your Offers and those created by Users associated with your organization.
3. To initiate a new Offer, click “+ Entry”, which will lead you to the Offer creation page.
4. Choose the appropriate “Type” for your Offer.
5. Provide the most relevant image, title, description, details, video, documents, references, and additional information.

1. Select the relevant “Category” for your Offer.

Editing an Offer

1. In the Navigation bar go to “Offers”, from the overview “select your Offer” and click on the pencil icon to make any changes.

❓ FAQs

• What resolution should the images have? Header: 16:5 or 2.250px700px Content Block: 750px1000px
• What is the maximum file size I can upload? The size should not be bigger than 5MB.

🎨 Individualization Options

The types of Offers you want to showcase on the platform determine the necessary databases. If the default ecosystem database does not suffice, create a separate database. This enables you to curate content more precisely to meet User needs, ensuring more relevant and specific results.

Manage Offer Databases

Please follow these steps to create a new database for Offers.

1. Scroll down on the Navigation bar and click “Admin”.
2. Click “Platform Settings > Module Settings > Offers”.
3. Click “+ Database” to add a new database.
4. Type in a name and click “Enter”.

Once you have created the new Database, you should be able to see the following sections within that Database:

Settings

Activate and modify the name of your Database. The link is automatically generated but can be edited to suit your preference. Furthermore, you have the option to include a description, alter the icon, and upload a header image. Click “Save” to preserve these settings.

Content

In the Content section, you can specify and limit the types of content displayed within these Databases. Using the Job database as an example, we'll illustrate how to create an individual type to define the content this Database should contain.

1. Click “Manage Types” and create new individual types.
2. Select “+ Type” and add the title of the type.
3. Press “Enter” to activate it in the “Content” section of the current database.
4. You can refine your content by organization type, region, industry, or other criteria.

We created a type called "Vacancy" and enabled it under the “Content” section for the Job database.

When Users create an Offer, they will see an additional type (Vacancy) alongside other ecosystem types. This inclusion ensures that Users can easily specify job vacancies when creating Offers.

Filters

Select from predefined Filters or create custom ones for Users. Enabling a Filter under the “Main Filter” column designates it as the primary Filter on the Offers page. Enabling “Active” ensures the Filter is accessible when Users click “More Filters”. You can generate new Filters using the Labels or Attribute feature.

Manage Offer Types

Select and tailor the type of content within the database. An ”Individual Type” offers the flexibility to customize sections with attributes relevant to creating an Offer, whereas “Ecosystem Types and Sections” cannot be fully customized.

To begin customizing the Type to align with your requirements:

1. Navigate to the “Types” tab located next to Database.
2. Select the “Type” you created or choose from the available Ecosystem types.
3. You'll now have access to Sections that are customizable.
4. Click “+ Section” and enter the title of the section you wish Users to see when creating the offer.
5. Click “Save” to confirm the changes.

Once you have successfully created the new Section, you can add Attributes to this section now.

Manage Offer Attributes

To integrate Attributes into the newly established section, create new Attributes or select from existing ones.

Here's a step-by-step guide to create new Attributes:

1. Navigate to the Attributes tab or click “+ Attribute” within the section.
2. Select from options such as Free Text, Single & Multiple Choice, Linear Scale, and File Upload.
3. Add the Name, Description, and Options.

Upon creating the Attributes, they will be automatically integrated into the section and become visible on the Offer creation page. You can enhance their customization by adjusting the width and marking them as "Required" if needed.

This is how the attributes appear to Users when creating an Offer.

Manage Sections

You can rearrange the order of the newly created and existing Sections by dragging and dropping them. If you want to move a new Section to the top, drag and drop it under the Header section.

You have the option to activate or deactivate Sections you don't require. Click the “Section” and toggle off the "Active" switch. Additionally, you can remove specific attributes from a Section.

Manage Offer Labels

Labels can filter and restrict data when an admin seeks to control access to specific content.

Consider a "Premium" offer database to display Offers labeled as "Premium." In this scenario, only admins can manage and define the content within that database by utilizing Labels. Once a Label is created and assigned to an Offer, only Offers with that Label will be visible in the database, provided this setting is enabled. To implement this, utilize the “Restriction” option under Content within the Database tab.

Create a Label

On the Labels page, navigate to the bottom and click “+ Label Group”. Enter the title of the Label group you want to create. We have established "Role Type" as a Label group to enable Users to filter vacancies using this criterion.

You can determine the visibility of these Labels by clicking the small wheel icon located in the top right corner. Upon clicking, you'll have three options to choose from.

1. Labels can only be set by Admins: Enabling this toggle limits non-admin Users from setting Labels when creating Offers, Requests, or News.
2. Labels are visible on the profile: When this option is enabled, Labels will be displayed on the profile of the Offer, Request, or News.
3. Labels are visible in the database view: Enabling this option ensures that Labels will be visible in the database view of the Offers, Requests, or News created.

Use Labels to create Filters

Following the steps mentioned earlier, create the Label as instructed and then proceed to the “Filters” section within the Database tab. From there, enable the filter you wish to incorporate into the Offers database.

Manage Offer Matching

In the "Matching" tab, determine whether automated matching should be enabled on your platform and whether matchmaking should extend across other LoftOS platforms.

If cross-platform matching is activated, users will receive matches not only from within the platform but also from other platforms. This greatly expands the User's reach and potential connections.