Offers/Coupons
An org can create a new offer or claim an offer. Offers allow you to define benefits for the loyalty program that is coupon-based. You can use coupons defined in this section only in the Loyalty+ module and you have to incorporate it in Workflows.
Note
Coupon UI is not supported for externally managed coupons. These coupons must be managed via the coupon/series API. Additionally, externally managed coupons do not support uploading coupon codes, as the codes are generated by an external system.
Create offer
To create an offer, follow these steps.
- On Intouch, navigate to Menu > Loyalty+ > Programs.
- In Programs, select the program you want to edit.
- Click Edit Program.
- Click Offers.
- Click Create Offer
Creation of an offer involves coupons, issual, expiry and redemption settings. This topic guides you on how to configure a new offer.
To create a new offer:
- Click Create Offer and setup the offer based on the description provided herein
- Add Offer Name & expiry
| Option | Decscription |
|---|---|
| Offer Expires | Choose the preferred expiry option for the offer: _ Along with campaign/system: To expire along with the service that consumes this offer. For example, if the service, say Outbound Campaign, is expiring on 31st Dec, the offer also expires on the same date and time. _ Fixed date: To expire the offer on a specific day. Click the calendar icon to set the expiry date. If 31st Dec is set as the fixed offer expiry date, irrespective of the expiry of the service that is consuming the offer, the offer expires on 31st Dec. |
- Add Discount Details
| Option | Description |
|---|---|
| Discount value for each coupon | Select the preferred discount type: _ Fixed Amount for flat amount discount and specify the amount in the respective field (For example, $20) _ Percentage based for % (of transaction amount) discount and specify the percentage in the respective fields (For example, 10%) |
| Valid on | Restrict the coupons (of the offer) redemption by: _ Applicable for all products: Select All Products _ Applicable for your preferred products or categories: Choose Select products. Click on the drop-down and choose Category (to choose products by category) or Item Code (to choose products by item code) |
| Applicable on Sale Items? | You can enable this to allow the coupon redemption for items already on sale |
- Add Coupon Details.
| Option | Description | |
|---|---|---|
| How to create coupon codes? | On selecting through Capillary to How would you issue these coupons to customers? | Automatically create unique codes to generate coupon codes (dynamic coupon codes) Issue to specific customers only to issue the current coupons to your preferred customers > Click View/Add > Click Choose .csv file and > Upload the .csv file that consists of your preferred customer identifiers |
| Give a common code to all coupons (static coupon codes) _ Generic code: Specify the coupon code without any special characters _ Issue to specific customers only to issue the current coupons to your preferred customers > Click View/Add > Click Choose .csv file and > Upload the .csv file that consists of your preferred customer identifiers | ||
| Upload existing coupon codes to manually upload coupon codes (.csv files with coupon codes) - Click View/Add to see available options _ Internal Coupons: Coupons created by any service within the organization and are mapped to customers. Only customers associated with these coupons can redeem it and Click CHOOSE .CSV FILE to upload the coupons. To tag coupons to customers, enable TAG COUPONS TO CUSTOMERS, > create a .csv file with customer-coupon details and > Click CHOOSE .CSV FILE to upload _ External Coupons: Coupons created outside of your organisation. These are not mapped to customers, and thus can be redeemed by anyone. | ||
| On selecting through third-party codes upload to How would you issue these coupons to customers? (For third party issuals, issual & reminder settings, restricting who can redeem cannot be controlled from here) | You can only upload existing coupon codes when you choose this option. Note: Externally managed coupons cannot be uploaded and must be managed through the coupon/series API. | |
| When would a coupon expire? | Along with the offer | To make the coupons expire along with the offer. This is applicable only if the Offer expires is a Fixed date (Offer name & expiry > Offer expires > Fixed date). |
| ___ days from issual | To set the expiry after n days of issual. For example, If a coupon is issued on 12th November then 0 days from issual means the coupon expires on 12th Nov EOD 1 days from issual means the expires on 13th Nov EOD | |
| ___ month ends from issual | To set the expiry at the end of nth month from issual date. For example, if a coupon is issued on 12th November then 0 month from issual means the coupon expires on 30th Nov 1 month from issual means the coupon expires on 31st Dec |
- Click on Modify Advanced Settings
- Issual and reminder settings
| Option | Description |
|---|---|
| Restrict based on past coupon issuals | Enable Restrict based on past coupon issuals to restrict coupon issual to customers based on the past 6 months issuals. You will see the list of active coupons of the last 6 months. Check Show Expired to also see the coupons expired in the last 6 months. Select coupons from the list. If any of the selected coupons are issued to a customer in the past then the current series' coupon will not be issued to that customer |
| Max issuals per customer | Restrict the number of coupon issuals of the current series per customer Max issuals per customer: 1 , ___ (your preferred count), No limit (to not limit the count of coupon issual per customer) In If a customer matches the criteria again Select Resend existing coupon to send the same coupon again Select Do not send any coupon to ignore sending any coupon |
| Limit total issuals from the offer | Limit total issuals from the offer: This option lets you limit the number of coupon issuals for the current offer. Enable Limit total issuals from the offer and set the limit in Limit to to the maximum number of coupons that you need to send for the current offer. Send notification for issual limit: You can notify brand POCs when the coupon issual limit is about to reach a certain threshold value. The notification is sent to the brand POCs through email. Enable Send notification for issual limit and in Notify when set the threshold value when you want the notification to be sent. |
| SMS content for resending the coupon | Set the SMS template for reissuing coupon. Click Edit and enter the message as required. Use predefined Tags wherever necessary. If the message has unicode characters, check Allow unicode characters |
| Send expiry reminder | Enable Send expiry reminders to send coupon expiry reminders to the relevant customers. Set your preferred date and time (prior to the expiry) of the reminder. Similarly, you can add multiple reminders using the +Reminder option. |
- Redemption Settings
| Option | Description |
|---|---|
| Allow anyone to redeem it | Enable Allow anyone to redeem it to allow even non-recipients of the coupon redeem the coupon using coupon code. |
| Redemptions can start | Restrict the redemption period using the available options Redemption can start right after issual : A coupon can be redeemed right after the issual ___ days after issual: Can be redeemed after the end of nth day. If a coupon is issued today and you say Redemption can start as 1 days after issual then coupon can be redeemed from tomorrow (irrespective of the time of issual. Only date is considered) from a specific date - - . For example, redeem after 30 days of issual from a specific 22/10/2018 - Coupons are allowed to redeem only after 22/10/2018 and after 30 days of receiving it. |
| Allow a coupon to be redeemed more than once | Enable Allow a coupon to be redeemed more than once To limit maximum redemptions per customer, enable Limit the maximum times a customer can redeem a coupon and enter the value in set your preferred value in Limit to |
| Stores allowing normal, offline redemption | Choose whether to restrict redemptions by Zone, Concept or Stores. Choose Upload CSV file to upload a file containing the ids of your preferred zones/stores/concepts Choose Select Values to select your preferred zones/stores/concepts from the list directly |
| Bill amounts that can redeem the coupon | This option lets you limit coupon redemption by transaction amount. Enable Minimum bill amount and set the minimum transaction amount required to redeem the coupon of the current series Enable Maximum bill amount and set the maximum transaction amount up to which the coupon of the current series can be redeemed |
| Days & time when the coupon can be redeemed | This lets you limit the redemption of coupons based on day, week and hour. Select any of the options as required. Days of the week - To allow redemption on selected days of a week- Sunday to Saturday Days of the month - To allow redemption on selected days of a month - 1st - 31st Hours of the day - To allow redemption in the preferred hours of a day |
| Require gap between redemptions of a customer | Enable Require gap between redemptions of a customer to limit the duration between two consecutive redemptions of a customer and set the duration (no. of days) in Minimum days between redemptions. |
| Limit total redemptions in the series | Enable Limit total redemptions in the series to limit the number of redemptions of the coupons of the current series and set the maximum coupons that can be redeemed in Maximum allowed ___ |
| Restrict to new customer | Restrict coupons to customers based on customer registration date or number of transactions made. For example, coupons can be restricted for first-time customers. |
Click Preview and Save.
Claim an offer
You can view the offer that you create along with offer details in Offers and select the offer(s) you want to claim and press “Claim”. Unless you claim the offer you have created, you won’t be able to use it inside the action “Issue Coupon” (Only the claimed coupons will be shown as options inside the action).
You can sort the offers based on last date of modification or date of creation and use a filter to either show all existing coupons or only the active ones in the system.
Updated 10 days ago