To configure the settings for a coupon list so that a reminder message is sent when a predefined number of coupons is reached.
The Coupon Manager is a billable feature that must be activated for your system. To activate the coupon manager, contact your customer service representative.
In Engage, coupons are managed in coupon lists (see Coupon Manager). To ensure well organized coupon management, each coupon list should only contain one type of coupon (for example, free shipping or 25% discount).
Additional coupons can be added to a list even if the coupon list already contains coupons. Coupons are created in a shop or CRM system as a TXT or CSV file and uploaded to Engage (see Import Coupons Into a Coupon List). The system that creates the coupon also regulates the valid use of the coupon during a purchase or ordering.
Engage controls the distribution of coupons to the message recipient (see Add Coupons to a Message). Each coupon can only be sent one time, to one recipient.The way the coupon list is configured determines what Engage does when there is an insufficient number of coupons in the coupon list.
If alternative text is provided, Engage automatically sends the alternative text instead of the coupon code (see Create a New Coupon List).
If no alternative text is entered, sendout pauses or cannot be started. When a coupon is included in a message that is sent to a group, Engage verifies that enough coupons are available before the sendout starts. If there are not enough coupons, the sendout cannot be started and an error message is generated. Coupon messages that are sent out via automatic activities pause when there are no more coupons in the list. Sendout of the paused message can be resumed once additional coupons are uploaded to the list (see Resume Sendout of a Coupon Message). In normal group sendouts, the sendout can only resume when there are enough coupons available.
It is possible to configure Engage to send a reminder when the number of coupons in a list reaches a predefined number. This ensures that there are always enough coupons in the list.
- In the Main Navigation , click Content Management > Coupon Manager.
⇒ The Coupon Lists Overview window opens.
- Open an existing coupon list (see Edit a Coupon List) or create a new coupon list (see Create a New Coupon List).
- Activate the Remind Owner > Yes option.
⇒ Fields for configuring the reminder open.
- In the Send reminder when drop-down list, enter the number of coupons that, when reached, triggers sendout of the reminder.
- If an additional person should be reminded (in addition to the owner), enter their email address in the Send Additional Reminder to input field.
The additional reminder can only be sent to email addresses that exist within the Engage system. To locate a user, click the button to open the Member Search window. Enter search criteria. Click to select a user from the search results.
- Click the Save button.
⇒ The coupon list displays in the Coupon Lists Overview window. When the predefined number of coupons is reached, the Engage automatically sends the system message SysMsgCouponAlert.
To upload coupons to the list, see Import Coupons Into a Coupon List.