To change the owner of a coupon list.
The Coupon Manager is a billable feature that must be activated for your system. To activate the coupon manager, contact your customer service representative.
It may be necessary for a user to assign their coupon list to another user by changing the owner. For example, if the Coupon Manager permission settings are configured so that a user can only view and edit their own coupon lists.
- In the Main Navigation , click Content Management > Coupon Manager.
⇒ The Coupon Lists Overview window opens.
- Next to the coupon list that you want to edit, click
⇒ The Change Owner window opens. > Owner.
Enter search criteria for the owner in the input fields.
The selected input fields can be completely or partially filled in (3 character minimum). The following search criteria are available:
Last Name: Search by the last name of the user.
Address Type: Search by address type. Every user in the system has at least one address type. The following options are available:
Email: Search by email address. This option opens an input field in which the email address to be searched for is entered.
SMS: Search by mobile number. This option opens an input field in which the mobile phone number to be searched for is entered.
Fax: Search by fax number. This option opens an input field in which the fax number to be searched for is entered.
System Role: Search based on the system role of the user.
For more information, see Group (General) (window).
Customer Identifier: Search by the identification number of the user. This ID is unique for each recipient in the system.
- Click Search to begin the search.
⇒ The results are displayed as a list.
- In the Actions column, click the
⇒ The selected name appears in the New Owner input field. symbol to select a user from the list.
Click Transfer Ownership.
⇒ The Coupon List Overview opens. A system message with information about the transfer of ownership.