Setting Up a Promo Code
This guide explains how to create and configure a Promo Event in the system.
Create a new Promo Event
- Navigate to
Content (1)
section in the admin panel and click onPromo Events (2)
to access the list of existing promotions.. - Click
Add New (3)
in the top-right corner.
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Create a new Promo Event
Fill in Promo Event details
- Enter a descriptive
Title (1)
for internal reference. - Selecting the
Type (2)
means setting up the promo code trigger. Validity Period (3)
– Set the start and end date for when the promo code can be used.
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Fill in Promo Event details
Add points to Contest Wallet
- Select the promo event
type (1)
Add points to Contest Wallet. - Click the
Save (2)
button in the top-right corner.
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Add points to Contest Wallet
Assign Coupon
- Select the promo event
type (1)
Assign Coupon. - A list of all coupons stored in your project will appear.
- Choose the
coupon (2)
that should be assigned to the customer and click theSave (3)
button in the top-right corner.
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Assign Coupon
Assign Member to Segment
- Select the promo event
type (1)
Assign Member to Segment. - A list of all segments stored in your project will appear.
- Select the
segment (2)
to which the promo code should assign the customer and click theSave (3)
button in the top-right corner..
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Add Member to Segment
Setup the code
- After creating and saving the promo event, its detail page opens. Navigate to the
Codes (1)
tab, where you can assign a promo code to this event. You can create codes manually or import them from a CSV or XLS file. - For creating a code manually click
Add codes manually (2)
.
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Setup the code manually - step 1/2
- In the new window, enter the
desired code (1)
. - Optional: If you want to limit the number of times the code can be used, check the
Stock (2)
option and set the allowed usage limit. - Click
Save (3)
to confirm. - Once saved, the promo code is set, and the promo event is successfully configured.
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Setup the code manually - step 2/2
Updated 4 days ago