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Managing coupons and gift cards

Once you have created coupons and gift cards in a campaign, you can filter, edit, export, and delete them on the Coupons page. You can also import new codes directly from a CSV file.

Redeeming a code

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

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 code in their order. Learn more in the coupon tutorial.

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

Searching for a code by its name

You can use this option to find an individual code whose name you know.

  1. Click Coupons in the left-side menu of the campaign where the code was created.

  2. Type the code in the search bar at the top of the page.

    note

    You can use uppercase or lowercase, an exact match is not necessary.

You see the table row containing your code.

Filtering codes

You can filter and sort your codes in different ways so that you find those that match certain characteristics, such as the creation date or current usage status.

  1. Click Coupons in the left-side menu of the campaign where the code was created.

  2. Click Filter at the top of the page to display the filtering options:

    • Use Batch ID (exact match) to find all the codes from the same batch.
    • Use Creation date to select dates and find codes created within a certain time range.
    • Use Customer ID to find codes linked to a certain Recipient Integration ID. It must be an exact match, and the filter is case-sensitive.
    • Use Validity to find codes that are valid either now or in the future, or that have already expired.
    • Use Redemption to find codes that have already been redeemed or those that are still usable.
    note

    You can use more than one filter at the same time. The filters used appear at the top of the page, and you can edit them by clicking on the box with their name. You can also remove them individually by clicking the X to the right of their name.

You see the codes that match the filters you have set.

tip

Click Clear Filters at the top of the page to see again all the codes in the campaign.

Editing a code

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

  1. Click Coupons in the left-side menu of the campaign where the code was created.

  2. Tick the checkbox to the left of the code you want to edit.

  3. Click Edit Coupon at the top of the page.

  4. Edit the required information.

    note

    You cannot edit the code itself for security reasons.

  5. Click Update Coupon.

A notification pops up, indicating that the code has been successfully updated.

tip

Click Clear Filters at the top of the page to see again all the codes in the campaign.

Editing a code batch

You can modify some characteristics of all the codes from a given batch at the same time. For example, you can add an expiration date.

  1. Click Coupons in the left-side menu of the campaign where the batch was created.
  2. Tick the checkbox to the left of a code from the batch you want to edit.
  3. Click Edit Coupon Batch at the top of the page.
  4. Edit the required information.
  5. Click Update Batch.
  6. Click Update <Batch ID> on the pop-up confirmation window that appears.

A notification pops up, indicating that the coupon batch has been successfully updated.

tip

Click Clear Filters at the top of the page to see again all the codes in the campaign.

Deleting individual codes

You can delete codes to free space in your database in order to create new codes.

  1. Click Coupons in the left-side menu of the campaign where the code was created.

  2. Tick the checkbox to the left of the code you want to delete.

    note

    You can select as many codes as you wish at once. In case you want to delete all the codes displayed on the same page, tick the Code checkbox at the top of the list of codes.

  3. Click Delete 1 Coupon at the top of the page.

  4. Click Delete Selected Coupons on the pop-up confirmation window that appears.

A notification pops up, indicating that a code has been deleted. Deletion takes place immediately.

Deleting all the codes in the same campaign

You can use this option to free all the space in your database at once in order to create new coupons.

  1. Click Coupons in the left-side menu of the campaign where you want to delete codes.
  2. Click the arrow to the right of the Create Coupons button to display the drop-down menu.
  3. Click Delete All Coupons.
  4. Click Delete All Coupons on the pop-up confirmation window that appears.

A notification pops up, indicating that the codes have been deleted. Deletion takes place immediately.

Importing codes

You can use this feature to use coupons and gift cards from any marketing tool in Talon.One.

  1. Click Coupons in the left-side menu of the campaign where you want to import the codes.

  2. Click the arrow to the right of the Create Coupons button to display the drop-down menu.

  3. Click Import Coupons.

  4. Click Upload a CSV file to select a CSV file of codes from your computer.

    tip

    An example file is available for download.

    If your codes have custom attributes, see the Import code section.

  5. Click Import Coupons.

A notification pops up, indicating that the codes have been successfully imported and allowing you to repeat the process directly by clicking Import More Coupons.

note

If no limit is set for an imported code, the default is single-use.

Importing codes with custom attributes

important

This section requires knowledge about the JSON notation. See Introduction to JSON for more information.

To import codes with custom attributes:

  1. Ensure you know each attribute's API name, type, and value.

  2. Include in your CSV file a column called attributes.

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

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

    Troubleshooting

    If you have use a text editor to edit your CSV file, you will get an Import Error: Read CSV error parse error on line 2 error message. To solve it, duplicate all double-quotes.

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

The format of the attribute value depends on the attribute type according to the following table:

Attribute typeAttribute value format
String"value"
Number1
Booleantrue 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\"}"]
note

Location attribute data must be managed by a technical user.

Example

Imagine that we want to import a coupon that has 3 custom attributes:

  • a string attribute called type.
  • a boolean attribute called flexible_cancellation.
  • a time attribute called reservation_coupon_date.

The content of the attributes column in our CSV file looks as follows:

{"type": "premium", "flexible_cancelation": true, "reservation_coupon_date": "2021-01-25T09:54:03Z"}

Exporting codes

You can use this feature to obtain a CSV file with codes from your campaign. For example, you can use it to import the coupons and gift cards in another marketing tool (like a mailing tool) or print them out and spread them across magazines.

  1. Click Coupons in the left-side menu of the campaign from which you want to export codes.

  2. Click the arrow to the right of the Create Coupons button to display the drop-down menu.

  3. Click Export Coupons.

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

    note

    Data is exported in UTC.

  5. Use the tabs to choose which codes you want to export:

    • If you click After a specific date, you can select the date by using the Created After menu.
    • Click Specific Batch to export all the codes from the same batch.
    • Click After Recent Export to select all the codes created after one of your previous exports. You can choose the specific export by using the Created After drop-down menu. This option is available only if you have exported codes.
    tip

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

  6. Click Export Data.

The data automatically downloads and a notification pops us, indicating that the codes have been exported.