This article lists the definitions of the fields available when creating an offer for buyers.
Step #1: Basic Info
| Field Name | Subfield Name | Required? | Allowable Values | Definition |
| Sell In Sheet | No | N/A | This file contains any specific information about the event or offer including items such as shopper rationale, scannable UPCs, shipping wt and case packs. | |
| Promotional Image | Rec | N/A | This contains the key visual that represents either the event or the product(s) being offered for sale. | |
| Video Link | No | N/A | YouTube or Vimeo links to content. This field does not allow you to upload video files to Switchboard Sales. | |
| Title | Yes | Variable | Name of the retailer event with year (preferably) | |
| Description | Rec | Variable | Describe the sales or shopper marketing strategy along with objectives and | |
| Event Type | Display | No | True/False | Retailer using in-store displays |
| Event Type | Feature | No | True/False | Event featured in store feature ads or print medium |
| Event Type | TPR | No | True/False | Temporary Price Reduction during event |
| Event Type | Demo/Trial | No | True/False | Product demos or cuttings in store |
| Event Type | Secondary Placement | No | True/False | Incremental or additional placement in store |
| Event Type | Non-Profit Partnership | No | True/False | Partner for donations/benefits |
| Event Type | Community Tie-In | No | True/False | Local community org or NGO receiving donation/benefits |
| Event Type | Promotional Sponsorship | No | True/False | External partners with co-marketing ties |
| Event Type | Shopper Mkt Overlay | No | True/False | Additional shopper marketing activities to highlight |
| Event Type | Holiday Tie-In | No | True/False | Holiday season tie-in |
| Event Type | Category Specific | No | True/False | Single category only - not for scale or multi-category events |
| Event Type | Storewide/Scale | No | True/False | Multi-category or storewide events |
| Sell Period (Start) | Yes | xx-xx-xxxx | Start date of in-store promotional period | |
| Sell Period (End) | Yes | xx-xx-xxxx | Date value must occur after Start Date entry | |
| Decision Deadline | Yes | xx-xx-xxxx | Retailer decision date for participation by vendors | |
| Shipment Deadline | Yes | xx-xx-xxxx | Last shipment date accepted from vendor to retailer DC | |
| Partner Tie-Ins | No | Text | Specific partner for marketing and awareness vehicles | |
| Sales Teams | Yes | Variable | Select which sales team have access to this offer and the responses. - Note: one of either the "Sales Teams" or "Distribution Sales Teams" values is required, but not both. | |
| Distributor Sales Teams | Yes | Variable | Select which distributor sales team have access to this offer and the responses, if any. - Note: one of either the "Sales Teams" or "Distribution Sales Teams" values is required, but not both. |