Create a Coupon

Step 1 – Coupon Details

I First part of step 1 is used to configuring coupon display and name.

Select a channel in which your coupon will be visible. This option is useful when you own multiple channels. You can select only one channel from the list of your active and draft channels.

Coupon name

Next, you will be asked to provide a name of your coupon (max 80 characters), coupon image (check guidelines in section X.X.) and coupon description (max 2000 characters). See below how it looks on the end user apps.

Coupon image

Choose an image that represents your coupon description the best.

Description

Describe what kind of benefits does this coupon gives to the end-users. Use up to 2000 characters.


II Second part allows you to create coupon mechanics.

Coupon type

Choose one of the coupon types explained above. Your selection decides how end users will redeem your coupon.

Link a redemption trigger

Here you and your partners can set up redemption trigger that will activate once the coupon has been redeemed successfully (by scan, click or auto). A drop-down field contains a list of available external API calls. Reward your followers upon successful coupon activation.

Example: use this field to call “Give this user 1GB data” once the coupon has been redeemed by the end user.

Notice: here your partners can spend MBs that they have acquired by purchasing add-ons on top of their package. Once end users activate coupons number of your available MBs in partners account will decrease. Partners can buy add-ons during registration and later inside My account page.

Validity

Use this attribute to set for how many minutes/hours/days will the coupon be available after it becomes available for end user. The end user cannot redeem coupon again once validity expires.

Example: end user receives the coupon on a specific location and can redeem it only during the next 24 hours.

Max number of redemptions

This attribute allows you to choose how many coupons in total you would like to give to the end users. By default, every coupon can be redeemed an unlimited number of times.

Notice: once the max number of redemptions has been reached, a coupon will be moved to status Finished and hidden from end users.

Example: first 10000 end users will receive a discount!

Once the coupon is active, you can decrease or increase the max number of redemptions, but the value cannot be lower than the number of already redeemed coupons.

Max number of redemptions per user

This attribute allows you to choose how many times can one end user redeem this coupon. By default, a coupon can be redeemed an unlimited number of times.

Notice: once the max number of redemptions per user has been reached, a coupon will become hidden for that specific end user.

Time limit between two redemptions

Use this field to set how many minutes/hours/days will end users have to wait between two activations of the same coupon.

Example: end user can activate coupon only once every 24 hours.

Notice: this field can only be used if you allow more than 1 coupon redemption per user.

Points required to redeem

Represents the price of your coupon. By default, coupon value is 0, meaning that coupon is free and available for every follower of your channel.

Enter the value and select one of the existing point names for your coupon if you want to require from the end users to earn points to redeem this coupon.

Example 1 – coupon not using loyalty points: coupon value is 1 coin. To be able to redeem this coupon, an end user must acquire 1 coin. If your coupon uses points that are not the part of the loyalty, the only way to earn coins is through partners (manually give end users points).

Example 2 – coupon using loyalty points: coupon value is 10 tokens. To be able to redeem this coupon, end user must acquire 10 tokens. If your coupon is using points that are part of the loyalty program, end users will see the list of actions that earn tokens. Also, you can manually give tokens to the end users

Bonus points

Use this field to reward users with points from your loyalty programs to stimulate coupon redemption.

Example: by redeeming this coupon, end users receive 10 points inside My Loyalty program that can be exchanged for free gifts.

Notice: you cannot remove and in parallel add points to the same loyalty with one coupon.

Hide if not available

By default, end users can see/access coupons even if they do not have enough points to redeem them. Use this field to hide coupon and show it to the end users once they collect enough points to redeem it.


III Third part is used for setting up coupon notifications.

Enter messages that your users will receive on specific events.

Coupon available notification

Enter the message the end user will receive once coupon becomes available. This field is optional, meaning you do not have to notify end users once coupon becomes available for them.

Example: end user received additional points by logging in the Octopus today. End-user now has enough points to activate your coupon. A notification appears – it is a chat message from your channel saying they can activate your coupon.

Coupon redeemed notification

Enter a message that the end users will receive once they successfully redeem a coupon. This field is mandatory, meaning that we will notify end users every time they successfully redeemed a coupon.

Coupon expiry notification and reminder

Enter the message that end users will receive as a reminder, few days before coupon expiry. You can choose how many days, before coupon expiry, you want this message to be sent. These fields are optional.

Example: send a reminder to all end users who are eligible to redeem this coupon 3 days before free coupon offer expires.


Step 2 – Timeframe

Use this step to configure the start and end date of your coupon.

Set start date

Here you specify when your coupon will become available to the end users. If you choose to skip this step, your coupon will become available as soon as you publish it.

Example: use this field to schedule your coupon to start next Monday at 10 AM.

Notice: Once you set start date you will be able to change entered values only while the coupon is in Draft mode. Once a coupon is published you will not be able to edit entered values again.

Set end date

Specify the date and time from which your coupon will not be accessible to the end users. Once end date and time has been reached, the coupon will change status to Finished and will be archived in the system.

Set recurrence

Choose between daily, weekly, monthly and yearly recurrence for your coupon.

Example: set your coupon to appear every day between 9 AM and 5 PM (daily recurrence) or choose to show it only on weekends (weekly recurrence) or every 13th of the month (monthly recurrence).

Notice: use start time and end time from sections above to define between what hours will your coupon be visible.


Step 3 – Users 

This is the last step in the coupon creation process. Here you can segment your coupon to a specific end-user group, show coupon on specific locations and request permission from tenant to broadcast coupon to all app users.

Set segmentation

By default, your coupon will be made available for all channel followers (or all app users if broadcasted through tenant). Use segmentation to show coupon only to a specific target group.

To see how to create your own custom segmentation.

Example: use segmentation to create a coupon for male, between 21-35 years old.

Set proximity targeting

By default, your coupon will be made available for all channel followers (or all app users if broadcasted through tenant). Use proximity targeting to allow a coupon to appear in certain locations.

Example 1: show coupon to users walk pass my store. When end users walk pass my store, they will receive Coupon available notification (explained above).

A coupon will not disappear once end users leave your location(s).

Example 2: send coupon available notification once users pass one of my stores. Once they pass by and they receive notification, end users will have the possibility to redeem coupon during next 3 hours.

Target group

Based on your selection, you can see how many users would be targeted by your coupon. By default, the target group is all followers of your selected channel. Based on the complexity of your segmentation, some target groups require a few minutes to be calculated.

The target group cannot be calculated if you set proximity targeting.


Navigation Buttons

 

During the entire process of creating coupon, you have multiple options displayed on the bottom of the wizard that help you navigate and change status of your coupon:

  • Back – move to the previous step in coupon creation wizard
  • Save & continue – move to the next step in coupon creation wizard and save your work (coupon status changes to draft)
  • Save – save coupon as a draft and exit coupon creation wizard
  • Delete – this option completely removes coupon from the system. Available only while coupon is a draft.

Notice 1: coupon can be deleted only in draft or pending approval stage. Once deleted, coupon disappears from your list of coupons.

When you reach last step Create option appears. Create option makes your coupon active or scheduled depending on the start date and time you chose.

Once coupon becomes active, option Disable appears. Disable allows you to temporary disable your coupon and make it unavailable for the end users. Once disabled, coupon can be re-enabled by pressing Enable button.

Archive button allows you to move coupons to status finished, thus making it unavailable for the end users, without the possibility to enable coupon again. Use this option cautiously.

Notice 2: coupon is automatically moved to status finished once coupon reaches end date or max number of redemptions. Finished coupons are displayed in your list of all coupons.