Community Manager Account Administrator

Opportunities consist of units that enable you to send product samples to your sampling community. A unit represents a single product sample you can offer to the sampling community.

Note: A unit is available if you haven't offered it to your sampling community, or if you have offered it but no one has requested it. When a sampling community member requests a product, the available unit becomes spent.

Create an opportunity

Use purchased units to create an opportunity.

Note: If you’re managing your own opportunities, you don’t need to purchase units before creating your opportunity. Your account will have a starting balance of 50,000 units. Ensure the number of units in your account at least matches the number of product samples you offer to your sampling community.
  1. From the Portal menu , select Sampling Administration > Vendors.
  2. Select the Opportunities tab.
  3. Select Create opportunity.
  4. Enter an Opportunity reference to make your opportunity more recognizable.
    Note: If Bazaarvoice is managing your opportunity, we will use your Salesforce opportunity reference.
  5. Enter the number of units you want to add to the opportunity.
  6. Enter an expiration date for the opportunity.
  7. Add the first name, last name, and email address of the purchaser. The purchaser is not necessarily the same person as the fulfillment contact.
  8. Select the checkbox to show you understand you’re creating an opportunity for the selected vendor.
  9. Select Create opportunity. The opportunity you’ve created will appear in the table.

Edit an opportunity

  1. Ensure the figure in the Remaining units column matches the figure in the Purchased units column.
  2. Select the opportunity from the Opportunity reference column.
  3. Update the opportunity reference, the number of units you want to add to this opportunity, the expiration date, and the purchaser details as required.
    4. Note: You can extend the expiration date for active opportunities with at least one spent unit, and expired opportunities with at least one remaining unit.
  4. Select Save.

Add opportunities to single-vendor campaigns

Note: If you’re managing your own opportunities, ensure the number of units in your account at least matches the number of product samples you offer to your sampling community.
  1. From the Portal menu , select Sampling Administration > Campaigns.
  2. Create a new campaign or select a Draft campaign from the Campaign name column of the table that appears.
    Note: You can modify your campaign only if it’s still in Draft status.
  3. If you haven’t added any products to your campaign, select Add products. If you have, select Edit products.
  4. Select Add opportunities.
    Note: Before adding an opportunity, ensure you’ve added at least one product to your campaign.
  5. In the Opportunities search field, begin entering the opportunity reference or purchaser name linked to the opportunity you want to include in your campaign. When you’ve typed four letters, a list of suggestions appears. This list also enables you to view how many units remain in the opportunity, and when they expire.
  6. Select all the opportunities you want to include in your campaign.
    Note: If the opportunities you select don’t have enough units for your campaign, use another opportunity to reach this total.
  7. Select Add opportunities. The opportunities then appear in the Products row.
    Tip: Remove an opportunity by selecting from the Remove column.
  8. Select Done.