Coupons

Overview

The system can assign coupons to Prospects from an uploaded list of Codes. You can either assign coupons to a List of Prospects, or let the system auto assign through fulfillment action and automations.

Coupon Groups

Coupon Groups are all possible coupons for a campaign. The system can automatically create coupon codes, or you can import a list of codes for the system to use. To create a new Coupon Group,

  • Navigate to Marketing > Coupons.
  • Click the green New button.

  • Give the group a Name and Description.
  • Click Save.

Importing Coupons

If you have a specific list of coupons to use, you can upload your list to the Coupon Group. Instead of randomly generating a coupon code, the system can pick a coupon from this list. To upload a list to a Coupon Group,

  • Navigate to Marketing > Coupons.
  • Use the Action Menu to select Import

  • Enter coupon codes manually (one per line).

OR

  • Select Choose File.
  • Drag over a .CSV file with a new coupon code on each row. 

Assigning Coupons Manually

You can assign individual Prospects or Lists to your Coupon Group. To manually assign Prospects,

  • Navigate to Marketing > Coupons.
  • Use the Action Menu to select Add Prospects

  • Select a distribution method.
    • Automatic – the system will randomly generate a code for each Prospect.
    • Specific Code – the system will assign the same specific code to each Prospect.
    • Claim – the system will assign an available code from your list; the system will only add as many Prospects as there are codes available (shown in parenthesis). 
  • Select a List or search for a Prospect.
  • Click Add.

Assigning Coupons Automatically

You can assign a Coupon automatically through Automations and Fulfillment Actions. For example, a Web Form on a Landing Page could assign a coupon to Prospects when they submit the form. Use the Actions below either in a Fulfillment Action or Automation.

  • Add to Coupon Group – assign a randomly-generated coupon code and add to Coupon Group. 

  • Claim Coupon Code – assign a coupon code from a coupon list (assuming there are any still available). 

Exporting Coupon Assignments

Once you've assigned Coupon Codes, you can export a .CSV spreadsheet with Prospects and their codes. For example, you could export this List to import into a Point-Of-Sale (POS) system to validate their codes. To export,

  • Navigate to Marketing > Coupons.
  • Use the Action Menu to select Export.