Managing coupons and gift cards

After you have created coupons and gift cards in a campaign, from the Coupons page of your campaign, you can list, edit, export, and delete them. You can also import coupons directly from a CSV file.

Redeeming a coupon

Use the coupon code is valid condition in your rules to redeem your coupons.

You can then add any required effects. For example, you can create a rule to issue a discount on the session total when a customer uses a valid coupon in their order. Learn more about it in the coupon tutorial.

If you cancel a session where a coupon was redeemed, the coupon can be used again. Learn more in our Developer docs.

Editing coupons

You can modify some characteristics of a coupon or a batch of coupons after it has been created. For example, you can add an expiration date.

note

For security reasons, you cannot edit the code itself.

tip

You can edit coupons with a recipient integration ID directly in the Coupons tab of the customer's profile. To edit a coupon, in the Edit column, click .

Editing coupons individually

To edit coupons individually:

1. On the left-side menu of the campaign where the coupon was created, click Coupons.
2. Select the checkbox to the left of the coupon you want to edit.
3. At the top of the page, click > Edit coupon.
4. Edit the required information and click Update Coupon to save your changes.

Editing a coupon batch

To edit a batch of coupons:

1. On the left-side menu of the campaign where the batch of coupons was created, click Coupons.
2. Select the checkbox to the left of the coupon whose batch you want to edit.
3. At the top of the page, click > Edit batch.
4. Edit the required information.
5. Click Update Batch and confirm your action in the pop-up that appears.

Deleting coupons

You can delete coupons from your campaign to free up space and reduce clutter.

You can delete coupons in one of the following ways:

• Delete only expired coupons, only unredeemed coupons, or both.
• Delete coupons individually.
• Delete a batch of coupons.
• Delete all coupons in a campaign.

Deleting expired and unredeemed coupons

To delete expired and unredeemed coupons:

1. On the left-side menu of your campaign, click Settings > Delete.

2. In the Delete coupons section, select the coupons you want to delete:

   • All expired coupons: Deletes expired coupons, regardless of their redemption.
   • All unredeemed coupons: Deletes coupons whose redemption is 0, regardless of their validity.
   • All expired coupons and All unredeemed coupons: Deletes expired coupons whose redemption is 0.
   tip

   You can check the validity and redemption of your coupons on the Coupons page.

3. Click Delete Coupons.

4. In the confirmation window that appears, confirm your action and click Delete Coupons.

Deleting coupons individually

To delete coupons individually:

1. On the left-side menu of the campaign where the coupon was created, click Coupons.

2. Select the checkbox to the left of the coupon you want to delete.

   tip

   Select as many coupons as you want. To select all the coupons displayed on the page, at the top of the coupons list, select the checkbox next to Code.

3. At the top of the page, click > Delete 1 coupon.

4. In the confirmation window that appears, click Delete Selected Coupons.

Deleting a coupon batch

To delete a batch of coupons:

1. On the left-side menu of the campaign where the batch of coupons was created, click Coupons.

2. Select the checkbox to the left of the coupon whose batch you want to delete.

3. At the top of the page, click > Delete batch.

   note

   The batch of coupons is deleted without any further confirmation.

Deleting all coupons

To delete all coupons:

1. On the left-side menu of the campaign where you want to delete the coupons, click Coupons.
2. To the right of the Create Coupons button, click .
3. Click Delete All Coupons.
4. In the confirmation window that appears, click Delete All Coupons.

Importing coupons

You can import coupons and gift cards from any other marketing tool into Talon.One.

To import coupons:

1. On the left-side menu of the campaign where you want to import your coupons, click Coupons.

2. To the right of the Create Coupons button, click .

3. Click Import Coupons.

4. Click Upload a CSV file to select a CSV file with codes from your computer. Ensure the file does not contain any duplicate records.

   tip

   • To see the required structure of the CSV file, click Download a sample file.
   • To upload codes with custom attributes, see Importing codes with custom attributes.

5. Click Import Coupons.

note

• If no limit is set for an imported coupon, the default is single use.
• For gift cards, in the limitval column, enter 0. This way, a gift card can be used repeatedly until its entire value is spent.

Importing coupons with custom attributes

important

Before you begin, we recommend you:

• Familiarize yourself with the JSON syntax and data types.
• Ensure you know each attribute's API name, type, and value.
• Ensure that location attribute data is managed by a technical user.

To import coupons with custom attributes:

1. In your CSV file, add a column called attributes.

2. Insert a JSON object listing the key-value pairs in the attributes column.

   The pattern is: {"api_name_1": my_integer_value, "api_name_2": "my_string_value", ...}.

   Troubleshooting

   If you use a text editor to edit your CSV file, you may encounter Import Error: Read CSV error parse error on line 2 when you upload the file. To solve it, duplicate all double-quotes.

   The pattern is: "{""api_name_1"": my_integer_value, ""api_name_2"": ""my_string_value"", ...}".

The format of the attribute value depends on the attribute type, as shown in the following table:

Attribute type	Attribute value format
String	"value"
Number	1
Boolean	true or false
Time	"2022-03-15T00:00:00Z"
Location	"{\"name\":\"geofence_name\",\"format\":\"geojson-base64\",\"object\":\"geofence_data\"}"
List of strings	["value1", "value2", "value3"]
List of numbers	[1, 2, 3]
List of dates	["2022-02-15T00:00:00+02:00", "2022-10-15T00:00:00+02:00", "2022-03-16T00:00:00+02:00"]
List of locations	["{\"name\":\"geofence_name1\",\"format\":\"geojson-base64\",\"object\":\"geofence_data1\"}", "{\"name\":\"geofence_name2\",\"format\":\"geojson-base64\",\"object\":\"geofence_data2\"}", "{\"name\":\"geofence_name3\",\"format\":\"geojson-base64\",\"object\":\"geofence_data3\"}"]

Example

Imagine we want to import a coupon that has two custom attributes:

• A string attribute called type.
• A boolean attribute called added_customer_benefits.

The content of the attributes column in our CSV file must be: {"type": "special", "added_customer_benefits": true}.

Exporting coupons

You can obtain a CSV file with the coupons and gift cards from your campaign.

You can do this, for example, to import the coupons into another marketing tool, like a mailing tool, or to share them in promotional literature, like magazines and newspapers.

To export coupons:

1. On the left-side menu of the campaign from which you want to export coupons, click Coupons.

2. To the right of the Create Coupons button, click .

3. Click Export Coupons.

4. Use the tabs to choose which coupons you want to export:

   • To export all the coupons created after a date you select in Created after, click After a Specific Date.
   • To export all the coupons from the same batch you specify in Batch ID, click Specific Batch.
   • To export all the coupons created after one of your previous exports, click After Recent Export. You can choose the specific export by using the Created after dropdown menu. This option is available only if you have exported coupons.
   tip

   To filter your coupons in a different way, use your spreadsheet software.

5. In Export scope, choose whether you want to export all coupon data or only the coupon code values.

6. In Date format, select the date format of your choice.

   note

   In the exported file, all timestamp values follow UTC+00:00.

7. Click Export Coupons.

Related pages

• Creating a gift card campaign
• Redeeming a coupon code to issue a discount
• Using coupon wallets
• Creating coupons as an effect