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.
NoteNote
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 | Description |
|---|---|
| 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 dynamic coupon codes. By default, this generates a standard alphanumeric code.
Issue to specific customers only Select this to issue the current coupons to your preferred customers.
|
Give a common code to all coupons | ||
Upload existing coupon codes to manually upload coupon codes (.csv files with coupon codes) - Click View/Add to see available options | ||
On selecting through third-party codes upload to How would you issue these coupons to customers? | You can only upload existing coupon codes when you choose this option. | |
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). |
| To set the expiry after n days of issual. For example, If a coupon is issued on 12th November then | |
| To set the expiry at the end of nth month from issual date. For example, if a coupon is issued on 12th November then |
- 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 - Select 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.
Frequently asked questions
- What happens if both
isPrefixEnabledandisSuffixEnabledare set tofalse?
If both flags are set to false, the coupon code is generated without any custom prefix or suffix, regardless of other settings such as orgPrefixOverride or orgSuffixOverride.
Result:
The system generates only the base coupon code, with no modifications.
- Is there a length limit for the custom prefix and suffix?
Yes. Both couponPrefix and couponSuffix must follow the same constraints:
- Maximum length: 10 characters
- Allowed characters:
- Alphanumeric characters (
A–Z,a–z,0–9) - Hyphens (
-) - Underscores (
_)
- Alphanumeric characters (
- Not supported:
- Spaces
- Any other special characters (for example:
@,#,.,,)
The character limit applies to the entire string, including hyphens and underscores.
- What happens if
orgPrefixOverrideis set totrue, but no prefix is configured at the org level?
If orgPrefixOverride is true and no org-level prefix is configured, the coupon creation request fails.
The API requires a valid default prefix at the organization level when this override is enabled. Without it, coupon code generation does not proceed.
- Are the prefix and suffix case-sensitive?
Yes. Both the custom prefix and suffix are case-sensitive.
For example:
SUMMER-XYZ123summer-xyz123
These values are treated as different coupon codes, and the case is preserved exactly as provided.
- If
isPrefixEnabledisfalsebutorgPrefixOverrideistrue, will the org-level prefix be added?
No.
If isPrefixEnabled is set to false, no prefix is added, even if orgPrefixOverride is true.
The isPrefixEnabled flag takes precedence over all prefix-related settings.
- Can multiple coupon series have the same prefix or suffix?
Yes.
Prefixes (couponPrefix) and suffixes (couponSuffix) are not globally unique. Multiple coupon series can share the same prefix or suffix, as long as all validation rules are met.
Uniqueness is enforced only on the final generated coupon code, not on the prefix or suffix alone.
- What happens if
isPrefixEnabledistruebutorgPrefixOverrideisfalse?
In this case, the custom prefix provided in couponPrefix is applied to the coupon code.
The org-level prefix is ignored, allowing you to define a custom prefix at the request level.
- How do
isPrefixEnabledandisSuffixEnabledwork?
-
isPrefixEnabledtrue: Adds a prefix to the coupon codefalse: No prefix is added, even iforgPrefixOverrideistrue
-
isSuffixEnabledtrue: Adds a suffix to the coupon codefalse: No suffix is added, even iforgSuffixOverrideistrue
- What characters are supported in the prefix and suffix?
Both prefix and suffix support:
- Alphanumeric characters (
A–Z,a–z,0–9) - Hyphens (
-) - Underscores (
_)
The following are not supported:
- Spaces
- Special characters such as
@,#,.,,, etc.
- Can I use both a custom prefix and a custom suffix in the same coupon code?
Yes.
You can apply both a custom prefix and a custom suffix in the same coupon code, provided their respective conditions are met:
isPrefixEnabledmust betrueto applycouponPrefixisSuffixEnabledmust betrueto applycouponSuffix
Updated 15 days ago
