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 on Promo Events (2) to access the list of existing promotions..
  • Click Add New (3) in the top-right corner.
Create a new Promo Event

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.
Fill in Promo Event details

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.
Add points to Contest Wallet

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 the Save (3) button in the top-right corner.
Assign Coupon

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 the Save (3) button in the top-right corner..
Add Member to Segment

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).
Setup the code manually - step 1/2

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.
Setup the code manually - step 2/2

Setup the code manually - step 2/2