Set up a code promotion

Code promotions are mainly used for online shopping. They are just a code that the shopper enters as a discount code at the checkout. You can create promotions with unique codes for each recipient, or the same code for everyone. These codes can be date-controlled or valid until further notice.

Don't confuse codes promotions for multichannel promotions with value type "External promotion code" - although they seem similar, they are not the same thing. 

For code promotions, there is no direct link between the e-com and Engage. It's up to you to ensure that the code you want to use is present in both systems. The most common scenario is that the codes are created first in the your e-com and are then uploaded into a promotion in Engage.

Set up code promotion with externally created codes

  1. Go to the Loyalty tab in the left-hand menu and choose any of the available options.
  2. Click New promotion in the top right corner and select Code promotion.
  3. Enter details such as promotion name (for identifying the offer in Engage), validity dates and code settings of your choice. If you don't set an end date, the offer applies until further notice.
  4. Submit your list of codes by clicking Add codes at the bottom of the page.
  5. Paste in your code or a list of unique codes in the popup window, one code per row.
  6. Finish by clicking Add codes.
  7. Once you’re done, Save and Activate the code promotion.

Add codes dialog in Engage

The way shown above, in the Engage GUI, is the only way to add new codes.

If you use unique codes, make sure you enter so many codes that they don't risk running out. Consider the size of the selection group you intend to send the promotion to

When you select Unique date controlled codes per recipient, the recipients can retrieve a new code after the time specified (1 week–24 months).

How it's displayed for email recipient

The code is not displayed in plain text when you send it in an email, but as a link that leads to a page where the code is displayed. Thereby, a code is only used when recipients click on the link. It's on this page that the User instructions are displayed. Activation text is the link text itself that appears in the email message.

Code settings in Engage for emails

There are no warnings linked to the lack of codes so it can be a good idea to check the used vs. available codes periodically, at least for longer campaign periods or when you have the offer in several messages. You can add additional codes when needed.

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