Create Coupon
Step by step guide on how to create a new coupon
1. Click on Content
2. Click on Coupons
3. Click on Add new
4. Fill out the Title for the Coupon
5. Select "Activation type"
Choose the "Click Only" option if you wish for Members to activate their coupons solely through clicking on them. If however you wish for Members to scan the Venue QR to activate the coupons choose the "Click & scan QR" instead.
6. Check points_required
If you want to require Members to spend points to access coupons, enable the "points_required" option. Then, specify the number of points deducted from their wallets upon coupon activation.
If you don't want to take points for the coupon activation leave the "points_required" turned off.
7. Upload a Preview Image for Coupon
The preview image serves as a visual representation of the coupon for Members to view before opening it.
To upload an image, click on the upload_icon or drag your preferred preview image directly into the Preview image area. (Please note that providing a preview image is mandatory. Coupons without a preview image will not be able to be saved.)
8. Adjust the preview image
9. Click on Save
10. Upload the Detail Image
The Detail image is displayed within the main body of the coupon after a Member opens it.
To upload an image, click on the upload_icon or drag your preferred preview image directly into the Detail image area. (Again please note that providing a Detail image is mandatory. Coupons without a Detail image will not be able to be saved.)
11. Adjust the Detail image
12. Click on Save
13. Fill out the main body text
14. Turn the "Activate" toggle On
Coupons with "Active" set to off will not be visible to Members.
15. Turn the "Pinned to top" toggle On
To prioritize specific coupons for Members to view first, enable the "pinned to top" attribute. This ensures that these coupons are displayed at the top, ahead of others.
16. Turn on the "Display from" toggle
This date indicates when the coupon will become visible to Members.
17. Turn on the "Valid from" toggle
This date indicates when the coupon will be accessible (valid / functional) to Members.
18. Turn on the "Valid until" toggle
This date indicates when the coupon will stop being accessible (valid / functional) to Members.
19. Turn the "validity before coupon activation" on if...
If you wish to set a time limit for Members to activate the coupon, enable this toggle and set the desired limit (in minutes, hours, or days).
Alternatively, if you want the coupon to remain accessible throughout its validity period, leave this option turned off.
20. Turn the "validity after coupon activation" On if...
If you wish to set a time limit for Members to redeem the activated coupon, enable this toggle and set the desired limit (in minutes, hours, or days).
Alternatively, if you want the coupon to remain redeemable throughout its validity period, leave this option turned off.
21. Add segments
You have the option to send the coupon to everyone, or you can choose to send it only to specific Members by selecting the corresponding segments.
22. Pick segments that you want to add
23. Add a coupon to a specific category if...
If you wish to categorize a coupon, you can select from the available category list. If no categories are available, please refer to the Category section for further guidance.
24. Save the Coupon
25. Adding Coupon Codes
Coupon codes are codes that are displayed after coupon activation. Members can use these coupon codes by scanning them at the Point of Sale (POS).
26. Add codes manually
You can either add coupon codes manually or if can import them from an external file.
27. Fill in the Coupon Code details
28. Type "123456"
29. Click on stock
30. Type "1234561"
31. Type "1"
32. Fill in the coupon code details and Save
Coupon Code: Internal code used for identification purposes.
Output Code: Code displayed to Members after coupon activation.
Coupon Type: Character encoding of the coupon.
Stock: Specify the number of available coupon codes or enable the unlimited toggle option.
Updated 9 months ago