Trackable coupons
Trackable coupons have expiration dates and usage limits set at the group level.
NVL allows you to create a trackable coupon group that serves as a condition for promotions. Scanning these coupons during a retail transaction can trigger rewards for consumers.
Follow the steps to create and manage the trackable coupon groups:
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From the dashboard, navigate to Coupon Management or click Coupon Management on the left navigation pane.
The Coupon Management screen has Group Name, Coupon Type, Coupon Count, Max Uses, Associations, and Ellipsis to Edit or Delete the coupon group.
- Group Name: Name of the trackable coupon group
- Coupon Type: Refers to the classification of coupons such as trigger codes and trackable coupons
- Coupon Count: Represents the number of coupons available within a specific coupon group
- Max Uses: Maximum allowable number of times you can redeem a coupon
- Associations: The number of promotions a coupon group linked to
- Click ... to edit or delete the coupon group
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Search and click on the coupon group name to view the Coupon Group Summary.
Create Coupon Group
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From the Coupon Management screen, click Create Coupon Group at the top right. The New Coupon Group screen appears.
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Enter the coupon Group Name, Group Description, and select the Coupon Type as Trackable Coupon.
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To limit the usage of coupon, enter the value in the Maximum Uses field. The field accepts values ranging from 1 to 255.
[!NOTE] This is a global setting for all linked coupons within the group. The usage of each coupon added to the group will be limited to Maximum Uses.
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Choose the expiration type you want to apply to this coupon group.
If you choose the Fixed Date and Time expiration type, the coupon, either used or unused, will expire on the specified date and time:
If you opt for the Exact Period expiration type, select the appropriate period as in the visual reference provided:
If you select the Expiration X Months after End of Current Month, enter the number of months, including the current month.
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Click Next.
Add coupons to the group by uploading a CSV or entering codes manually.
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Click Import.CSV file to upload multiple coupons at once. Number of coupon codes in the CSV are displayed as follows:
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If you want to add coupon codes manually, enter the coupon code and click Add Coupon. Added coupons are displayed as follows:
[!NOTE] You can remove one or multiple coupons by selecting the checkbox. If you enter a manual coupon code, you can't upload a CSV file even if the manual coupon code is removed.
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Click Create Coupon Group. The coupon group is created with a message 'Succesfully created coupon group' displayed on the Coupon Management screen.
Edit Coupon Group
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To edit a coupon group, enter the group name in the search bar, and the coupon group appears.
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Click on the Group Name to update the coupon group details and coupon codes.
Delete Coupon Group
Coupon groups that are not associated to the promotions can be deleted.
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Navigate to the Coupon Management, tap on Ellipsis and click Delete Group. The following popup is displayed:
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Click Delete. A message 'Succesfully deleted coupon group' is displayed.
Associate coupon group to the promotion
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For a promotion, go to the Actions & Rewards tab, select Trackable Coupon under Action Type and click Save.
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If the trackable coupon is chosen as a standalone condition, you can reward either a Cashier Message or Printed Message.
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If chosen with other conditions, reward the customer with any available reward.