At the time of a user’s first conversion, our system automatically takes a snapshot of the offer’s details as they existed at that time.
This snapshot ensures consistency for the user experience, even if the offer is later updated in the platform.
How it Works
Snapshot Trigger: This occurs when the user completes their first conversion on the offer.
Until first conversion, the user always sees the current rewards and terms.
Once a snapshot is created, all offer configurations and details (rewards, requirements, and structure) are locked in for that user.
Offer Configuration Changes
Single-Event Offers
First conversion occurs only when the user completes the offer.
Once completed, the conversion is logged with the reward points in effect at that time.
No version control is required, as only one event exists.
Multi-Event Offers
First conversion is defined as the moment an event is tracked.
Any edits made after this snapshot (e.g., reward changes, event removals/additions) will only apply to new users who start the offer afterward.
Once their first conversion is tracked, the user is locked into that version of the offer structure.
CreatedAt Timestamp
The CreatedAt value reflects the date and time the snapshot was taken for that user.
Single-event offers:
CreatedAtcorresponds to when the offer was completed.Multi-event offers:
CreatedAtcorresponds to when the first conversion was tracked and the conversion funnel was "created"
Offer Status Changes
Even if an offer is paused or its status changes in the system, users who have already clicked or triggered an event can still complete conversions.
Pausing an offer prevents new users from starting it.
Users with an active snapshot are still able to complete events and receive rewards based on the snapshot terms.
Viewing a User’s Offer Snapshot
If you need to see the specific snapshot configuration for a particular user, you can do so in either the API response or the web app:
API: The snapshot details are included in the offer details response for the user.
Web App:
Navigate to Reports → Conversions.
Locate the conversion you want to inspect.
Click the “...” on the right side of the conversion table and select Conversion Details.
This will display the conversion snapshot, including the specific offer configurations that were locked in when the user triggered the snapshot.
Snapshot Example
Here is a step-by-step breakdown of how the snapshot workflow applies to a 3-step funnel example.
User Clicks Offer: A user begins the process by clicking on the offer for the 3-step funnel. At this time, the reward for Event 2 is set at 2,000 points.
User Completes First Event: The user completes the first event. This action triggers the creation of a snapshot.
Snapshot Created & Terms Locked: A snapshot of the offer's current terms is created and associated with the user. This locks the user's journey to the original offer structure, including the reward of 2,000 points for Event 2.
Offer Terms are Updated: Later, the team changes the offer. They might reduce the reward for Event 2 to 1,500 points, or they might add or remove other events in the funnel.
User Completes Subsequent Events: The user continues their journey and completes Event 2.
Reward Payout: Because the user's progress is tied to the original snapshot, they receive the reward that was locked in at that moment: 2,000 points. The updated offer terms (1,500 points) do not apply to them.