Importing and assigning your own discount coupons

With SALESmanago you can easily add your own discount coupons, or generate them directly in the system. Codes can be extracted everywhere a personalized content is allowed, e.g. landing pages, pop-ups, the content of e-mail or SMS.

While generating coupons directly in the system, you can choose their length and expiration date, but you cannot change a generated string of characters.

It is recommended to import your own coupons, generated in the platform. Then, you are able to decide the discount that a given coupon covers. You can import a list of such coupons from  .xls file.

IMPORTANT: Coupons in SALESmanago are valid for 1 year. That is why it’s crucial to make sure whether the coupon you send (either manually or through automation rules via email or forms) is still valid when a contact opens an email or fills in the form. 

 

To add the coupons to the system you need to go to

SETTINGS => OTHER => COUPONS


Contents

  1. Import your discount coupons
  2. Coupon import and settings in SALESmanago
  3. The usage of coupons

1. Import your discount coupons

The first step required to import discount codes will be to create a correct file (file should be saved in “.xls” or “xlsx.” format). All data must be placed in the first sheet and has to include textual content and named headings.

The Structure of such file is very simple. It should consist of two columns. In the first one, provide the name for a discount coupon (e.g. discount_code_first_purchase), in the second one give the value a coupon takes (every coupon can take the same value or a list of individual coupons can be created to avoid using them twice).

Important:

  • Coupon name – a name used for a coupon identification in the system.
  • Coupon value – a data that will be displayed to the user, e.g. in the email. SALESmanago system is unable to determine the amount of the discount of a given coupon.
  • Token – the main purpose of a token is to verify the expiration date of a coupon, so you do not generate the same coupon twice.

The example of a file prepared for the import is presented below:

token


2. Coupon import and settings in SALESmanago

To change coupon settings or add a new one, go to SETTINGS => OTHER => COUPONS

[1] Alert limit coupons – set the alerts to be send to particular emails in order to inform contacts about the last available coupons.

  • Send an alert if all vouchers are used – when all coupons are used in the system, an alert will be sent.
  • Send an alert if the value of the vouchers would be less than: e.g. 50 – when 50 coupons left, an alert will be sent.

Note: the option – send an alert if the value of the vouchers would be less than – is helpful while, e.g. using an automation rule, one sends a message including a discount coupon. Such alert helps you to react in the right moment and import new vouchers before all of them are used. It prevents the situation when your clients receive emails with no coupons.

[2] Email account – select the account an alert should be sent to.

[3] Add emails which will receive alerts (separate by commas) – add other emails that will receive alerts.

[4] Import coupons – import new coupons into the system. To do it, click “select file” and choose the file to import. Then, you will be moved to a mapping screen.

IMPORTANT: Coupons in SALESmanago are valid for 1 year. That is why it’s crucial to make sure whether the coupon you send (either manually or through automation rules via email or forms) is still valid when a contact opens an email or fills in the form. 

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[4a] Name – select the name of a field containing coupon names.

[4b] Coupon – select the name of a field containing coupon values.

[4c] Token – provide the value for the coupon.

To import the file into the system, click the Import button.

[5] Free coupons – in this section, you can preview all imported coupons, with information concerning how many coupons are left.

[6] Deleting free coupons created between date – delete a group of coupons created (imported into the system) in a specific period of time.


3. The usage of coupons

In order to add coupons to the elements able to be personalized, use attribute $cst.coupon_name.coupon$, where instead of “coupon_name” you should provide the name of a group of coupons to be extracted into a personalized element. You can find more information about personalizing the content and statements in emails or on the website here

Additional features:

[a] Action: Generate a coupon for a contact – directly assigns a coupon to a contact. It helps to see which code is assigned to a given contact. Such information can be found in a contact card. You can find more information about it  here

[b] Contact management: Generate coupon – directly assigns a coupon to every contact that belongs to a particular group of contacts. It helps to see which code is assigned to a given group of contacts. Such information can be found in a contact card. You can find more information  here

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