Managing coupons and gift cards

After you have created coupons and gift cards in a campaign, from the Coupons page, you can filter, edit, export, and delete them. 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 about it 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 name

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

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

2. In the search bar at the top of the page, type the code.

   note

   You can use uppercase or lowercase.

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 redemption status.

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

2. At the top of the page, click Filter 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 Customer integration ID. It must 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

At the top of the page, click Clear Filters to see all the codes in the campaign again.

Editing a code

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

note

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

To edit a coupon code in the Coupons page:

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

2. Select the checkbox to the left of the code 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.

   note

   You cannot edit the code itself for security reasons.

tip

At the top of the page, click Clear Filters to see all the codes in the campaign again.

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. On the left-side menu of the campaign where the batch was created, click Coupons.
2. Select the checkbox to the left of a code from the batch you want to edit.
3. At the top of the page, click Edit Coupon Batch.
4. Edit the required information and click Update Batch to save your changes.
5. In the confirmation window that appears, click Update <Batch ID>.

tip

At the top of the page, click Clear Filters to see all the codes in the campaign again.

Deleting individual codes

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

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

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

   note

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

3. At the top of the page, click Delete 1 Coupon.

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

The coupons are deleted immediately.

Deleting all the codes in the same campaign

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

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

The coupons are deleted immediately.

Importing codes

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

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

2. Click the arrow to the right of the Create Coupons button to display the dropdown menu.

3. Click Import Coupons.

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

   note

   Ensure the CSV file does not contain any duplicate records.

   tip

   • A sample file is available for download.
   • 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 code, the default is single-use.

Importing codes 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 codes 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 code that has 2 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 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. On the left-side menu of the campaign from which you want to export codes, click Coupons.

2. Click the arrow to the right of the Create Coupons button to display the dropdown menu.

3. Click Export Coupons.

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

   • To export all the codes created after a date you select in Created after, click After a Specific Date.
   • To export all the codes from the same batch you specify in Batch ID, click Specific Batch.
   • To export all the codes 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 codes.
   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