Coupon Management

Created by uLoyal Support, Modified on Mon, 4 Dec, 2023 at 8:34 AM by uLoyal Support

Introduction

Coupon management plays a crucial role in loyalty programs, helping businesses drive customer engagement, increase loyalty, and improve revenue. With the shift to online platforms, coupon management software has become a valuable tool for businesses to leverage discounts effectively and track consumer spending through mobile devices.



Overview of the dashboard:

The dashboard comprises three primary sections: Active Coupons, Scheduled 


Coupons, Expiring Coupons, and Expired Coupons. These sections allow you to monitor and manage active coupons for loyalty games, referral programs, etc., and access and review previous coupons.



Steps to Create a Coupon


Step 1: Click on “Create Coupon”



Step 2:  You will be directed to the following page where you need to fill in the details.




Coupon Details: Fill the following details



  • Display Name 

We recommend coming up with a catchy coupon name that customers will find interesting and want to use.


  • Description

Write a brief overview of the coupon describing more about the coupon
Ex: Enjoy a wardrobe refresh with 20% off on your favourite styles!


  • Terms and conditions

We suggest mentioning all the conditions applicable for the user to use the coupon 

Eg:

  • Only applicable to certain categories of SKUs

  • The minimum cart value should be INR 500


  • Coupon classification

Coupons can be classified into four types
Select a category that satisfies your business requirements 


              

  • Coupon Category

There are two broad categories of coupons, namely, Marketplace and Campaigns


  • Marketplace

These coupons will be visible to customers on the home screen of the loyalty widget and can be unlocked using points or for free


  • Campaign

These coupons are distributed via various other channels like microgames, referrals and delight transfers.



  • Set up: Specify the date and time the coupon will be active in the program. 




  • Minimum Purchase Requirements


  • No Minimum Requirements: 

Select this when you do not want to set any limitations on the usability of the coupon


  • Minimum purchase amount

Specify the minimum cart value in order to redeem this coupon. 


  • Minimum Quantity of Items

If you want to set a minimum SKU quantity, you can specify it here 




  • Featured Coupon

These coupon types are backed by a hero image. The image can be of the SKU or a stock image to highlight the coupon on the home screen


  • Transferable 
    This will enable your customers to gift this coupon to friends and family after it is unlocked 




  • Redemption Details: Fill the following details



Click On Redemption details


Enter the number of coupons you want to upload.


  • Choose types of codes 


  • A unique code: 

This creates a unique code every time the coupon is redeemed by a user 



  • A common code: 

This will create a coupon code that will be common for every user when they unlock the coupon


  • Allow One Per User 

This feature will enable you to allow the redemption of this coupon type only once per user

  • Targeting

You can choose to target your customers through tiers, and you can also choose to selectively price the coupon differently for each tier 




Finally, click on the save button to save the changes and the coupon will go live as soon as the start time and date is reached


Your coupon is Now Created and it is ready to use.


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