Create Coupon Manager Campaigns

A campaign is a set of rules (both configuration and design) that are applied to a group of coupon codes.

About this task

Campaign configuration includes setting up expiration, redirect, notification, and uniqueness rules so it is a best practice to set up a unique Coupon Manager campaign for each marketing campaign you want to use coupon codes with. This allows you to easily match the rules for your campaign to your marketing objectives and to track and compare metrics for each of your campaigns. Coupon codes appear in your message as HTML images, so you need to design the appearance of the coupon code and the depleted and expired messages as part of creating a campaign.

After you have created your campaign, you will still need to associate coupon codes with the campaign.

Procedure

  1. Go to Commerce > Coupon Manager.
  2. Click Create Campaign.
  3. Enter a name for the campaign in the Campaign box.

    You will use the campaign name when you add a coupon to an email, but your contacts will not see this name in the messages they receive.

  4. Enter a description for the campaign in the Description box.

    This should allow your account users to quickly identify the differences between the various campaigns for your account.

  5. Enter the tag you want to use for the campaign in the Tag box.

    If you want to use an existing tag, select it from the list. The tag is used for reports, so make sure you only reuse tags when you want to combine report metrics.

  6. Click Create Campaign.

    The Coupon Manager Campaign Design page is displayed.

  7. Configure your campaign settings:

    You can edit these settings at a later time by clicking the edit button for the campaign you want to change.

    1. Click the Configuration tab.
    2. Set the expiration date rules:
      • Click the Coupon Expiration Date box and select a specific date from the calendar in order to set coupons to expire on a specific day.
      • Set a number of days in the Rolling Expiration (in days) box if you want contacts to have a certain length of time to redeem a coupon.

        A rolling expiration starts from the time a message was opened by a contact. For example, if you set this number to 8, a contact will have 8 days from the time they opened your message to redeem the coupon. After 8 days, the contact will see the coupon expired message instead of the coupon code. This value overrides any specific expiration date that was set, so leave it set to zero if you only want your coupon codes to expire on a specific date.

    3. Select how you want coupon code uniqueness to be managed:
      • Contact and Delivery means a contact will receive a unique coupon code for each delivery of a message they receive. You might want to use this option if you plan on sending multiple messages in a campaign and have set your coupon codes to a short expiration period.
      • Contact and Message means a contact will receive the same coupon code for every delivery of a message. You might want to use this if you plan on sending the same message several times and do not want a contact to be able to receive and redeem multiple coupon codes.
      • Contact only means a contact will receive the same coupon code for every message and delivery that uses this campaign. You might want to use this if you plan on using a variety of messages in your campaign and do not want a contact to be able to receive and redeem multiple coupon codes.
    4. If you want to use a redirect when a contact clicks on your coupon, enter the query parameter to be appended to the redirect URL in the Redirect Query Parameter for Coupon Code box.

      A common use case is to setup a redirect URL that can accept the coupon query parameter and automatically apply the coupon code for the customer. This could allow you to wrap your image in a link so that if the user clicks on the coupon image, or another call to action in their email, the code is automatically applied in their shopping cart.

    5. If you plan to use a redirect, enter the query parameter to be appended to the redirect URL if a coupon already expired in the Redirect Query Parameter for Invalid Coupon box.
      The redirect URL can be used to send contacts to a particular URL when they click on the coupon code. The query parameter provided here ensures the contact is redirected to the version of the URL you have set up for expired coupons.
    6. To receive notifications when the campaign is running low on coupon codes, enter the number of remaining coupon codes in the Notify Me When There Are Less Than X Codes Remaining box.
    7. Enter the email address you want notifications sent to in the Send Email Notification To box.

      If you do not enter an email address you will not receive notifications related to coupon depletion.

  8. Click the Design tab to design your coupon code and messages.

    Design determines how your coupon codes and expired and depleted messages look in your messages. You cannot use the message editor to design these element.

  9. Design text-based coupon codes:

    For information about designing bar code coupon codes, skip to the next step.

    1. If necessary, click Coupon Code to reveal the coupon code designer.
    2. Enter text in the Test Code box that mimics how your coupon codes are formatted.

      This allows you to accurately preview what your coupon codes look like.

    3. Select Text from the Type options.
    4. Design the text appearance by clicking on or selecting different Format options.

      The preview text to the right will change as you make selections.

    5. If you wish the change the background color for the code, select it from the Background Color interface then click choose.
    6. If you wish to increase of decrease the size of the box around the code text, increase or decrease the Padding.
    7. If you want the expiration date to be include with the code text, select Above or Below from the Include Expiration Date list, otherwise set this to No.
    8. If you selected Above or Below, design the expiration date.
      • Change the Prefix Label text so it matches the date format your selected. For example, you might want to change Expires in to Expires on.
      • Select a date format from the Format list.
      • Design the expiration date text appearance by clicking on or selecting different Expiration Text Font options.
  10. Design coupon codes based on bar codes:
    1. If necessary, click Coupon Code to reveal the coupon code designer.
    2. Enter text in the Test Code box that mimics how your coupon codes are formatted.

      You have the option of displaying text below the bar code and this will allow you to accurately preview what this will look like.

    3. Select Barcode from the Type options.
    4. Select the correct bar code format from the Barcode Format list.

      For example, if your coupon codes are QR codes that can be scanned, then you should select QR Code from the list. Setting the bar code option does not translate your coupon codes into bar codes, it tells coupon manager which bar code rendering will be used for the uploaded coupons.

    5. Select Yes if you want to include a text-based code with the bar code from the Include Human Readable Text list.
    6. To change the orientation for the coupon code display in your message, select Clockwise or Counter-Clockwise from the Rotation list to make the coupon code display vertical.
    7. To make the bar code larger or smaller, adjust the Height.
    8. Design the text appearance by clicking on or selecting different Format options.

      The preview text to the right will change as you make selections.

    9. To the change the background color for the message, select it from the Background Color interface then click choose.
    10. To increase of decrease the size of the box around the text, increase or decrease the Padding.
  11. Design your depleted message:
    1. If necessary, click Depleted Message to reveal the designer.
    2. Type the text you want to use in the Message box.
    3. Highlight the text and use the options at the top of the Message box to style it.

      The preview text to the right will change as you make different selections except for text alignment changes. Alignment settings are only visible within the context of a message.

    4. If you wish the change the background color for the message, select it from the Background Color interface then click choose.
    5. If you wish to increase of decrease the size of the box around the text, increase or decrease the Padding.
  12. Design your expired message:
    1. If necessary, click Expired Message to reveal the designer.
    2. Type the text you want to use in the Message box.
    3. Highlight the text and use the options at the top of the Message box to style it.

      The preview text to the right will change as you make different selections except for text alignment changes. Alignment settings are only visible within the context of a message.

    4. If you wish the change the background color for the message, select it from the Background Color interface then click choose.
    5. If you wish to increase of decrease the size of the box around the text, increase or decrease the Padding.
  13. Click Save & Close.