Creating coupons and gift cards

Creating coupons and gift cards is at the core of many promotional campaigns.

Use the Campaign Manager to generate the following types of codes:

• Random codes: Multiple coupon codes, each meant to be used by a single customer.
• Universal codes: A single coupon code meant to be used by multiple customers.
• Gift cards: Codes that customers can use to pay for their orders.
• Personal codes: A coupon code meant to be used by a specific customer.

note

To prevent coupon fraud, you can combine profile, coupon, and unique identifier budgets to limit how many coupons a single customer can redeem and how much discount they can get on a single campaign.

See our tutorial on custom identifiers in the Dev docs for further information on creating and using identifiers to prevent multiple accounts.

Before you start

Ensure that you have:

• Created a campaign.
• Enabled the coupons feature in your campaign.
• Configured your integration to support coupons.
• Checked your Application's case sensitivity settings for coupons.

Generating random codes

Random coupon codes are typically used when distributing unique coupon codes directly to customers, and they are intended for single users. For example, you can use this option to create a batch of individual codes where each code can be redeemed once.

1. On the left-side menu of the campaign where you want to create coupon codes, click Coupons.

2. Click Create Coupons and ensure you are in the Random Codes tab.

3. In Number of coupons, set the number of coupons to generate.

   note

   The maximum amount of codes you can generate at a time is 5,000,000, and you can create up to 20,000 codes immediately. When creating more than 20,000 codes in a single request, you will receive an email notification after the coupon codes are generated. The asynchronous coupon generation takes up to one hour.

4. In Per-coupon redemption limit, set how many times the coupon can be redeemed by a single customer. You can also allow unlimited redemptions.

5. In Schedule (optional), select the dates between which the coupon can be redeemed.

6. If there are any coupon mandatory attributes enabled for the Application, use Mandatory attributes to set the value for them.

7. (Optional) If there are any coupon mandatory attributes enabled for the Application, you can use Custom Attributes to add one or more coupon attributes connected to this Application and set their value.

   note

   If there are no mandatory attributes enabled for the Application, you can add custom attributes in the section below.

8. (Optional) Use the Advanced section to set the format of the coupons:

   note

   The format you set in this section overrides the current settings for the given batch.

   • In Code length, choose the length of your codes, between 4 and 20 characters. The default length is 8 characters.
   • In Character set, choose if you want your codes to be composed by letters only, numbers only, or both.
   • Click the Segmented checkbox if you want the codes to be segmented. If you select this option, use the Segmentation character drop-down menu to choose between hyphen and underscore.
   • In Prefix, set a prefix for your codes.
   • In Suffix, set a suffix for your codes.
   • Click the Segment prefix/suffix checkbox if you want the prefix and the suffix to be separated from the rest of the code by a hyphen or an underscore.
   • In Coupon reservation limit, type how many times the coupons can be reserved or choose one or more of the following options:
     • Allow unlimited reservations: The coupon codes can be reserved as many times as required.
     • Reservation mandatory: The coupon code can be redeemed only if it has been reserved first.

9. Click Create.

A pop-up appears, indicating that a code batch has been created. It contains the Batch ID that you can use to identify the coupon codes that you just generated.

tip

Before you close the pop-up, you can click Create More Codes or click Export Codes to directly export the coupon codes.

Generating a universal code

Use this option to create one coupon code that can be used by all your customers.

1. On the left-side menu of the campaign where you want to create coupon codes, click Coupons.

2. Click Create Coupons and select the Universal Code tab.

3. In Coupon code, type the name of the coupon.

4. In Coupon redemption limit, set how many times the coupon can be redeemed. You can also allow unlimited redemptions.

5. In Per-customer redemption limit, set how many times the coupon can be redeemed by a single customer. You can also allow unlimited redemptions.

6. In Schedule (optional), select the dates between which the coupon can be redeemed.

7. If there are any coupon mandatory attributes enabled for the Application, use Mandatory attributes to set the value for them.

8. (Optional) If there are any coupon mandatory attributes enabled for the Application, you can use Custom Attributes to add one or more coupon attributes connected to this Application and set their value.

   note

   If there are no mandatory attributes enabled for the Application, you can add custom attributes in the Advanced section that appears at the bottom of the page.

9. Use the Advanced section to set the coupon reservation limit and visibility:

   • In Coupon reservation limit, type how many times the coupons can be reserved or choose one or more of the following options:

     • Allow unlimited reservations: The coupon code can be reserved as many times as needed.
     • Reservation mandatory: The coupon code can be redeemed only if it has been reserved first.

   • In Coupon visibility, select whether the coupon code is displayed to all customers.

     note

     When the Coupon visibility checkbox is selected, the List customer data endpoint returns the coupon code for all customer profiles if the endpoint's coupons query parameter is set to true.

10. Click Create.

A pop-up appears, indicating that a code batch has been created. It contains the Batch ID that you can use to identify the coupon code that you just generated.

tip

Before you close the pop-up, you can click Create More Codes or click Export Codes to directly export the coupon codes.

Generating a gift card

Use this option to create gift cards that customers can use to pay for part or all of their orders.

You might also consider generating a loyalty card instead. See how they compare:

Choosing between gift cards and loyalty cards

The asterisk means the feature is possible with workarounds.

Feature	Loyalty cards	Gift cards
Enable/Disable	Yes	No
PIN code on card	Yes*	Yes
Attributes	No	Yes
Top-up	Yes	Yes*
Point/value addition history	Yes	No
Tied to a customer	Yes	Yes
Transaction cancellation	Yes	Yes*
Refund	Yes	Yes*
Card code generation	Yes	Yes*
Notification on added balance	Yes*	Yes
Transfer data to a new card	Yes	No
Block card (when lost/stolen)	Yes	No

1. On the left-side menu of the campaign where you want to create coupon codes, click Coupons.

2. Click Create Coupons and select the Gift Cards tab.

3. In Number of gift cards, set the number of gift cards to generate.

   note

   The maximum amount of gift cards you can generate at a time is 5,000,000, and you can create up to 20,000 immediately. When creating more than 20,000 gift cards in a single request, you will receive an email notification after the gift cards are generated. The asynchronous gift card generation takes up to one hour.

4. In Gift card value, set the value of the gift card.

   note

   When the gift card is redeemed, any campaign-level limit that is reached first applies.

5. If there are any coupon mandatory attributes enabled for the Application, use Mandatory attributes to set the value for them.

6. (Optional) If there are any coupon mandatory attributes enabled for the Application, you can use Custom Attributes to add one or more coupon attributes connected to this Application and set their value.

   note

   If there are no mandatory attributes enabled for the Application, you can add custom attributes in the section below.

7. (Optional) Use the Advanced section to set the format of the gift cards:

   note

   The format you set in this section overrides the current settings for the given batch.

   • In Code length, choose the length of your codes, between 4 and 20 characters. The default length is 8 characters.
   • In Character set, choose if you want the codes to be composed by letters only, numbers only, or both.
   • Click the Segmented checkbox if you want the codes to be segmented. If you select this option, use the Segmentation character drop-down menu to choose between hyphen and underscore.
   • In Prefix, set a prefix for the codes.
   • In Suffix, set a suffix for the codes.
   • Click the Segment prefix/suffix checkbox if you want the prefix and the suffix to be separated from the rest of the code by a hyphen or an underscore.

8. Click Create.

A pop-up appears, indicating that a code batch has been created. It contains the Batch ID that you can use to identify the gift cards that you just generated.

tip

Before you close the pop-up, you can click Create More Codes or click Export Codes to directly export the gift cards.

Generating a personal code

These codes are intended for specific users. For example, you can use this option to create a unique code for a certain Customer integration ID so only a user with this ID can redeem this coupon. Later you can edit the Integration ID if this is a requirement.

note

Only Admin users see this feature.

1. On the left-side menu of the campaign where you want to create coupon codes, click Coupons.

2. Click Create Coupons and select the Personal Code tab.

3. In Customer Integration ID, type the ID of the user you want to create the coupon for.

4. In Schedule (optional), select the dates between which the gift card can be redeemed.

5. If there are any coupon mandatory attributes enabled for the Application, use Mandatory attributes to set the value for them.

6. (Optional) If there are any coupon mandatory attributes enabled for the Application, you can use Custom Attributes to add one or more coupon attributes connected to this Application and set their value.

   note

   If there are no mandatory attributes enabled for the Application, you can add custom attributes in the section below.

7. (Optional) Use the Advanced settings section to set the name of the coupon. Leave this field blank to have the code auto-generated.

8. Click Create.

A pop-up appears, indicating that a coupon batch has been created. It contains the Batch ID that you can use to identify the coupon code that you just generated. The customer will not be automatically notified.

tip

Before you close the pop-up, you can click Create More Codes or click Export Codes to directly export the coupon code.

Creating a code as an effect

You can also create a coupon code or a gift card as an effect in your rules and set all its values directly.

Next steps

After you have generated codes, you can, for example, share them with your customers via a rule, or export them.

Related pages

• Creating campaign budgets
• Managing coupons and gift cards
• Creating a gift card campaign
• Creating a community buying campaign
• Dev docs tutorial on using custom identifiers to prevent fraud