Rewards, Coupons & Vouchers
Build your first reward and coupon, tell the coupon types apart, set expiry and quota, and check stock before anything goes live
Articles in this category
The Difference Between a Reward and a Coupon
The `Reward` and `Coupon` menus look like 2 options you have to choose between, but they are 2 layers of the same job. Here is what each one does, the point in the screen where they connect, and a table for deciding what to build first for the thing you want to give away.
How to Build Your First Reward
Your first reward is built from the Reward menu by opening a reward group first, then pressing Add Reward inside that group. This article walks every step — picking the group, saving a draft, filling in all 4 tabs, and pressing Publish so customers can see it.
How to Set a Reward's Expiry and Quotas
Coupon expiry and redemption quotas live in the Reward Settings tab of the reward itself. This article explains all 3 expiry rules, the 3 quotas that can be on at once, and how to read the codes actually left in the bucket before you set a number.
Choosing Which Member Tiers See a Reward
Every reward can be limited to a particular audience, and there are 2 routes in the Who sees this reward tab — by membership tier, or to an uploaded list only. This article walks both, and names the point people misread about higher tiers.
How to Create a Coupon Bucket
You want to hand discount coupons to customers, but there is nowhere in the system holding them yet — a bucket has to exist before a reward can draw from it. Here is the whole thing: naming the bucket, choosing the code type, and defining the shape of the codes the system will generate, including the length rule that has to add up.
Adding Codes to a Bucket from a CSV File
If you already hold discount coupons from another system, they can be imported into a bucket as a CSV file. Here is the whole thing — finding the upload icon in the Actions column, downloading the sample template, and the rules the coupons have to meet, from allowed characters to the expiry date format.
How to Generate Coupon Codes
When you hold no coupons yet, the system can generate them to the quantity you give, using the format set when the bucket was built. Here is the dialog, the 20,000-per-run maximum, and how to confirm the coupons landed in the bucket.
Checking Codes Remaining and Codes Used
A customer asks about one particular code, or you need to know how many are left in the bucket. A bucket has 2 reading pages that answer those 2 different questions. Here is what each one shows, what the 4 statuses mean, and why there are 2 different "remaining" figures that do not match.
Requesting a Change to a Problem Code
When a customer reports a coupon that will not work, whoever takes the call cannot change its status themselves — it has to go through a request that someone with rights reviews. Here is both sides of that, and the 2 fields the form actually lets you change.
Adding a Partner for Rewards from Another Brand
The partner list is the register of who owns a reward — your own brand sits in it alongside outside shops. This article covers the only 2 fields that are actually required, the logo rules, and the 2 places the name turns up once it exists.
Choosing Between a Brand Coupon and a Partner Coupon
The Coupon type field in the Reward Settings tab offers 2 options — your own brand's coupon, or a partner's. This article explains that the real difference is who manages the codes, and shows that who burns the coupon is set somewhere else entirely.