# Managing Offerings An offering represents a single token sale campaign. You can run multiple offerings concurrently, each with its own pricing, caps, dates, compliance rules, and payment methods. Note: You can also automate offering management via our public API. View the interactive OpenAPI spec at . ![offerings list](https://1296188560-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FPhtayBZtqzlQ0pTHYlIS%2Fuploads%2Fgit-blob-18b04a30ff6d9bf0f777b5e85f01f7826cd1b530%2Fofferings-list.png?alt=media) ## Creating a New Offering To create an offering, click **New Offering** from the Dashboard or the Offerings page. You will need to fill in the following sections: ### Basic Information * **Offering Name** — A descriptive name for the token sale (e.g., "Acme Security Token Series A"). * **URL Slug** — A URL-friendly identifier auto-generated from the name (e.g., "acme-security-token-series-a"). This becomes part of the investor-facing URL. * **Token Symbol** — The ticker symbol for your token (e.g., "AST"). ### Financial Parameters * **Currency** — The base fiat currency for pricing and reporting (EUR, USD, GBP, or CHF). * **Price per Token** — The price of a single token in the selected currency. * **Funding Target (Soft Cap)** — The minimum amount you aim to raise. * **Hard Cap** — The maximum amount the offering will accept. * **Min Investment** — The minimum amount an investor can invest in a single order. * **Max Investment** — The maximum amount an investor can invest in a single order. ### Sale Period * **Start Date** — The date and time when the offering opens for investment. * **End Date** — The date and time when the offering closes. ### Compliance * **Require KYC Verification** — When enabled, investors must complete identity verification before investing. Offering Manager integrates with [Sumsub](https://sumsub.com) and [Blockpass](https://www.blockpass.org) as KYC providers. * **Cancellation Period** — The number of days investors have to cancel their order after placing it (e.g., 14 days for regulatory compliance). * **Blocked Countries** — A list of countries whose residents are not permitted to invest. Investors from these countries are blocked during the KYC process. * **Allowed Investor Types** — Choose whether the offering accepts individual investors, institutional investors, or both. At least one type must be selected. ### Payment Methods Select which payment methods are available to investors. Payment methods are only enabled if the corresponding credentials have been configured in **Settings**: * **Bank Transfer** — SEPA or wire transfer. Requires bank details (bank name, IBAN, BIC) in Settings. * **Card Payment (Checkout.com)** — Requires Checkout.com API keys to be configured in Settings. For more details, see [Checkout.com](https://www.checkout.com). * **Stablecoin** — Requires an EVM xPub key to be configured in Settings. * **Manual** — Enables you to record off-platform or third-party payments manually via the admin Orders page. If a payment method is not available, a message will indicate what needs to be configured and provide a link to the Settings page. When stablecoin payments are enabled, you can also select: * **Accepted Stablecoin Tokens** — Which stablecoins investors can pay with (e.g., USDC, USDT, DAI, EURC, EURS, EURe, EURT). * **Accepted Chains** — Which blockchain networks are supported (e.g., Ethereum, Polygon, Arbitrum, Base, Optimism, Avalanche, BNB Chain). At least one payment method must be selected to create an offering. ## Managing an Existing Offering After creating an offering, click **Manage** on it from the Offerings list to open its detail page. The detail page is organized into three tabs: **Details**, **Invest Page**, and **Widgets**. ![offering detail](https://1296188560-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FPhtayBZtqzlQ0pTHYlIS%2Fuploads%2Fgit-blob-32eb39e7d6567ce43a8c8745909bad306fa02729%2Foffering-detail.png?alt=media) ### Details Tab The Details tab shows all configuration for the offering and allows you to: #### Financial Overview Review and update the core parameters of your offering: * Offering name, token symbol, and URL slug * Base currency, price per token, funding targets, and investment limits * Soft cap, hard cap, minimum and maximum investment amounts #### Configure Token Contract Specify the on-chain settings for your token: * **Contract Address** — The deployed smart contract address for the token. * **Chain** — The blockchain network (e.g., Ethereum, Polygon). * **Token Decimals** — Number of decimal places for token calculations. Enter the contract address and select the chain so Offering Manager can integrate with on-chain tools and display real-time data where available. #### Change Offering Status and Dates An offering can be in one of three statuses: * **Draft** — The offering is not visible to investors. Use this status while you are still configuring the offering. * **Active** — The offering is live and investors can view the landing page and place orders. * **Closed** — The offering is no longer accepting new investments. Use the status buttons to move an offering through its lifecycle: Draft → Active → Closed. The **Start Date** and **End Date** fields in this section control when the offering is open and closed for investment. #### Allowed Investor Types Toggle which investor types are accepted: * **Individual** — Accredited or retail individuals. * **Institutional** — Corporate or accredited institutional entities. At least one type must be selected. Click **Save** to apply changes. #### Manage Payment Methods You can update which payment methods are available after creation. Toggle payment methods on or off and click **Save Payment Methods**. The same eligibility rules apply — a payment method can only be enabled if the corresponding credentials are configured in Settings. The **Manual** method does not require external credentials; enable it to record payments that occur outside the available gateways. #### Compliance Update the KYC, cancellation, and investor restrictions: * Toggle KYC requirement and choose your provider (Sumsub or Blockpass). * Adjust the cancellation period (in days). * Modify the list of blocked countries. * Update allowed investor types (individual or institutional). Click **Save Compliance** to apply changes. #### Upload Offering Documents You can upload up to five documents (e.g., a prospectus, terms and conditions, or whitepaper) that investors can view and download. For each document: 1. Select a PDF file. 2. Enter a display name (e.g., "Prospectus" or "Terms & Conditions"). 3. Optionally check **Require investor agreement** — if enabled, investors must check an "I agree" box for this document during checkout before they can proceed. 4. Click **Upload**. Uploaded documents appear in the documents list. You can delete a document by clicking the delete icon next to it. #### Configure Discount Tiers Discount tiers let you offer reduced pricing based on investment amount, which is useful for early-bird or volume-based incentives. To add a tier: 1. Enter the **minimum investment amount** that triggers the discount. 2. Optionally enter a **maximum investment amount** (leave blank for no upper limit). 3. Enter the **discount percentage** (e.g., 10 for a 10% discount). 4. Optionally enter a **label** to describe the tier (e.g., "Early Bird" or "VIP Tier"). 5. Click **Add Tier**. Discount tiers are applied automatically during investor checkout. When an investor enters an amount that falls within a tier's range, the discounted token price is shown in real time. You can delete a tier by clicking the delete icon next to it. #### AML Questions Add custom AML questions that appear at the start of investor checkout. Each question can be configured as: * **Text** — Free-text input. * **Yes/No** — Binary toggle. * **Checkbox** — Single-choice agreement. Click **Add Question**, select the question type, enter your question text, and click **Save**. You can re-order or remove questions as needed. #### Reconcile Bank Transfers For orders placed via bank transfer, you can upload a bank statement CSV to automatically match and confirm payments. The reconciliation process: 1. Click **Choose CSV** and select your bank statement export file. 2. Click **Reconcile**. 3. The system matches transactions by looking for the unique reference code (e.g., OM-1234-ABCD) that investors were instructed to include as the transfer subject. 4. Matched orders are automatically marked as **Paid**. 5. A summary shows how many orders were matched and how many were skipped. #### Airdrop Tokens Once your offering is closed, you can distribute tokens across supported blockchain networks using the Token Tool airdrop feature. Export a CSV containing funded investor wallet addresses and their token amounts for each network, then upload it to Token Tool to send tokens in a single batch transaction. The Airdrop section shows: * A warning if any funded investors are missing a wallet address on a given chain (they will be excluded). * Step-by-step instructions for exporting and uploading your CSV file. 1. Export the airdrop CSV with funded investor wallets and token amounts. 2. Open Token Tool and connect your wallet. 3. Upload the CSV in the custom recipients section. 4. Review and confirm the token airdrop. Click **Export Airdrop CSV**, then open the [Bitbond Token Tool](https://tokentool.bitbond.com/token-multisender/ethereum) to complete your batch airdrop. #### Export Investor Addresses You can export a CSV file containing funded investor wallet addresses and their token amounts, formatted as `address,amount`. This file is designed for use with the Bitbond Token Tool and supports multiple blockchain networks. Click **Export CSV** from the Details tab to download the file. #### Investor Page URL The Details tab displays the full URL of the investor-facing landing page for this offering. Click the copy icon to copy it to your clipboard. The URL format is: ``` https://om.bitbond.com/invest/[subdomain]/[offering-slug] ``` ### Invest Page Tab The Invest Page tab allows you to customize the investor-facing landing page: * **Branding** * Upload your **logo** and **favicon**. * Choose **primary** and **secondary colors**. * Select **fonts** and **theme** (dark or light). * Configure **hero gradient end color**. * Choose **card background color**. * Set **accent text color**. * Adjust **hero font color** and **CTA font color**. * Upload **hero media** (image or video). * **Section Manager**\ Enable or disable content sections and configure their details. Available sections include: * Key Statistics * Token Details * About * Documents * External Links * Tokenomics * Token Lifecycle * Bond Details * Rich Text * FAQ * Video * Team * Roadmap After making changes, click **Save Invest Page** to apply them. Investors will see your updated layout and content when they visit the landing page. ### Widgets Tab The Widgets tab provides embeddable code snippets and direct links for three types of widgets, so you can integrate Offering Manager functionality directly into your website: * **Checkout Widget** — Embed the checkout flow in-page. * **Investment Card Widget** — Display an investment card with offering details and a CTA. * **Portfolio Widget** — Show an investor’s portfolio on your site. For each widget: 1. Copy the HTML snippet (including the ` ``` Insert these into your pages to deliver a seamless investor experience. ## Viewing the Offerings List The Offerings list page shows all your offerings in a table with the following columns: * **Offering** — Name, token symbol, and URL slug. * **Status** — Draft, Active, or Closed. * **Price** — Price per token in the base currency. * **Target** — Funding target (soft cap). * **Orders** — Total number of orders for this offering. Click **Manage** on any offering to open its detail page. ## Audit Trail Offering Manager records every change to your offerings so you can track configuration history and user activity. 1. Go to **Audit Trail** in the main navigation. 2. Use the **Offering** filter to select your offering. 3. Review the list of changes, including who made each update and when. This helps you maintain a complete history of all edits and status changes.