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      Data Offer Add-On

      With Add-On Data Offers, you can collect valuable data from visitors during any offer exchange, including Paid Subscription signups.

      Step 1 of 3: Create a Data Add-On Offer

      Let’s start by creating an Add-On Offer that asks visitors for their birthday.

      1. In Sidebar, go to Offers.
      2. Towards the top, click the Offers dropdown and select Add-Ons.
      3. At the top-right, click Create Add-On → Data.
      4. For Offer Name, Description, Offer Name Note, Description Note, input New Member Survey.
      5. In the Data section, click + Add Data and then click into the data point it added.
      6. Under Data, change the selection to Birthday.
      7. Towards the bottom, you can optionally select a benefit to reward the visitor with for completing this data offer. You can also choose how long the benefit lasts.

      Step 2 of 3: Create a Paid Subscription Offer

      Let’s now create a paid subscription offer and add the data offer as an add-on.

      1. In Sidebar, go to Offers.
      2. Towards the top, ensure the dropdown is set to Offers.
      3. At the top-right, click Create Offer → Paid Subscription.
      4. For Offer Name, Description, Offer Name Note, Description Note, input Premium Subscription.
      5. Towards the bottom in the Available Add-ons section, select New Member Survey from the list to turn it on.

      Step 3 of 3: Create a Journey

      In this final step, we’ll create the journey experience that surfaces your data offer to your visitors. This step includes targeting who gets the data offer as well as how it looks.

      1. In Sidebar, go to Journeys.

      2. At the top-right, click Create Journey → Create Journey from scratch.

      3. For Journey Name, input Data Offer Add-On and click Create Journey.

      4. You’ll be taken to your new journey. At the top of this Journey page, note your Journey has been created as inactive. You can toggle in on and off here. For now, let’s leave it inactive. Click the three blue dots at the top-right and select Edit Targeting.

      5. Click + Select Targeting Criteria and select Subscription Status. A targeting rule will be added to only target visitors who are currently a non-subscriber. Click Save Targeting Criteria.

      6. Now that we’ve specified who should see this journey, let’s customize the Engage of this journey so that it includes your new data offer. On the Journey page, you should see a pane labeled Data Offer Add-On Engage ####. This is your Journey’s first and—currently—only engage. Let’s take a look at it. Click the three blue dots at the top-right of this pane and select Edit to open the Engage Editor. Within the Engage Editor, you can customize styling, messaging, and choose which offers are surfaced to visitors.

      7. In the Offers tab, find Premium Subscription and turn it on by clicking it.

      8. Within the Messaging tab, you can optionally customize the introduction text, field labels, and input placeholder text.

      9. When you’re done with customizations, click Save at the top-right.

      10. To preview the engage, click the same three blue dots as before and select Preview.

      11. When ready to launch your Journey, toggle Inactive Journey to Active Journey at the top-right of the Journey page.