The couponing feature in Splio allows you to import coupons which you can then insert into sending. When sending a manual or an automatic campaign with the coupons variables in the design, a coupon will be assigned randomly to each contact of the population. These coupons will be selected from the chosen category so that the attribution date (sending date) is between the start and end date of the coupon. This feature is not compatible with Loyalty. To attribute coupons with Loyalty, you should use Rewards.
If we pass the end date, the system will run out of codes even though there are still unassigned and non-expired codes. If you have a list of coupons generated externally, you can import them into Splio and use them in your email or SMS campaigns. In emails, you can also automatically generate a barcode using the coupon code.
Coupons properties
Coupons have the following properties:
| Properties | Description |
|---|---|
| Coupon | The code of the coupon. It should be unique, never twice the same. Unique coupons will be randomly attributed to the contacts receiving one. |
| Start date | Date at which Splio can start attributing the coupons. Note that you must set a start date before the sending date of your campaign. (If you wish to test your campaign, make sure that the date is not in the future when running your tests). |
| End date | Mandatory. Date at which Splio must stop attributing the coupons. Note that you must set an end date after the sending date of your campaign. |
| Expiration date | Expiration date of the coupon. This attribute can be inserted into your designs. |
Uploading coupons and mapping the columns
Before uploading coupons, make sure you have at least as many coupons as you have contacts to whom you wish to send coupons. If a campaign with coupons is to be sent and there are no coupons available, the campaign will be stopped until you upload more coupons. If no expiration date is set, the End Date will automatically be set as the expiration date.
It is mandatory that your file has an End date. The end date is used to know when Splio must stop attributing coupons to your contacts. If no expiration date is set, the End Date will automatically be set as the expiration date.
Splio supports CSV files, separated by commas.
Go to DATA > Coupons lists, and click on "New coupons list".
You cannot edit, modify, or download coupons once they are uploaded. However, you can upload new coupons to an existing list.
Mapping the columns
When you upload your file, Splio will require you to map your CSV columns.
For the date columns, you must specify in what format you are importing the date so that our system understands it correctly.
Define a category
The last step is to define a category for your coupons. The category is mandatory, as it will be used to insert the coupons in your designs and campaigns.
Providing dates
You can select the default start date, end date, and expiration date for you coupons. These dates will be used if your import file does not provide all data.
Since the end date is mandatory, if you have only one date available in your file, we strongly recommend you assign it to "end date". If the expiration date is not set, it will default to the end date.
If you enter dates in the previous screen, you can basically import just the coupon codes (but all rows will have the same set of dates).
Attributing coupons to contacts
You can attribute a coupon to a contact when sending a manual or an automatic campaign.
Coupons are assigned randomly to contacts and cannot be attributed to a specific email address.
To insert coupons in a design, you may insert variables:
- The coupon unique code: Designer > New design > Functions > Couponing > $Couponcategory_name$
- The coupon expiration date (optional): Designer > New design > Functions > Couponing > $Expcouponcategory_name$)
You can also use barcodes to insert coupon codes.
List of your coupons
You can view your coupons at any time by going to DATA > Coupons lists.
Splio will show you all coupons, available and already attributed.
Uploading more coupons
If you ever run out of coupons in a category, you may upload more coupons to it. Make sure that you select the right category before uploading the coupons.
If a campaign was stopped because all coupons from the attached category were used up, you can restart it after uploading additional coupons.