Promo Codes Overview

The Promo Codes Module allows you to generate several types of promo codes (including multi-use, single use, and 3rd party codes) with specific outcomes tied to them. These promo codes can be distributed through customer service agents, printed and handed out at live events, or used within broader marketing campaigns. Once a customer redeems the promo code, associated outcomes are issued to the customer.

Promo Code Lists Dashboard

The Promo Codes Lists dashboard displays some basic information such as list name, code type, start and end dates as well as some usage metrics. The list view also indicates the status of the list, whether it’s active, pending, or completed. Once a promo code list is created, the new list appears within the dashboard.

The Promo Codes dashboard.

Promo Code List Attributes

Several promo code attributes are visible on the dashboard to help you manage your lists.

Promo Code List Status – The status of the promo code list is indicated with a tag that appears in the dashboard, along with any promo code list detail views. Rule statuses include:

  • Active – Promo code list is currently in a valid, activated status. If a platform user applies a promo code against this list, it is awarded. The current date is within the start and end date range.
  • Pending – Promo code list is before start date and pending activation.
  • Completed – Promo code list has successfully completed, the end date has passed, or the code cap has been reached.

Promo Code List Name – The name serves as an internal identifier for the promo code list. This field is searchable.

Promo Code Type – The type identifies the codes within the list as either “single use,” “multi use” or “3rd party.”

List Start and End Dates – The dates that activate the promo code list and allow a customer to redeem a code associated with the list.

Claim Count – The number of promo codes claimed within the promo code list.

Entry Cap – The number of times a specific code can be claimed.

Number of Codes – The number of promo codes created within a promo code list.

Dashboard Controls

The promo code list includes a number of features to help you and your team view the active, pending, and completed promo code lists.

Sorting – Sort the promo code lists shown in the Promo Code Lists dashboard by clicking on any one of the column titles.

Searching – Search the promo code lists by the list name and code type attributes.

Creating a Promo Code List

Once you’ve clicked on the Create Promo Code List button in the top right of the Promo Code Lists dashboard, you open the Create Promo Code List view.

The form to create a promo code list.

Within this view, you can define the attributes associated with the promo code list.

Name Promo Code List

This is an internal name for a list of promo codes. The name identifies the promo code list within the dashboard.

Note

Customers will never see the name of the promo code list.

Establish Type of Promo Code

When establishing the type of promo codes that reside in your list, you can choose from single use code, multi use code, or a 3rd party code.

Single Use – Single use codes are randomly generated and are unique codes that can be claimed only one time. Each code is tracked at an individual level, so as soon as a customer claims it, the system marks it as “claimed” by that customer. Any other customer who enters the same code thereafter will not receive any points. Single use codes are perfect for distributing through customer service agents as part of service recovery, as they cannot be used by others after they’ve been claimed.

Multi Use – Multi use codes can be claimed as many times as the administrator allows, and the codes themselves can be named to match a specific purpose (e.g., “SpringSale”). When creating a multi use code, the administrator specifies the actual code name and sets a cap on how many times that specific code can be claimed; this cap is often driven by the budget for a given campaign.

For instance, if you are willing to spend $1,000 on a given campaign and you set the point value assigned to each code to be worth $1, you would cap the number of claims at 1,000. Multi use codes can be redeemed only one time by a given customer. However, they can be shared with others until the total number of claims against that code reaches the cap, at which point, anyone claiming the code receives a message indicating that the code has expired.

3rd Party – 3rd party codes are uploaded codes from a 3rd party provider against a particular promo code list. These codes can be validated as active and unused when a customer enters a promo code value.

Define Activation Date

This is the date and time at which the promo codes in the list you are creating become active.

Define Expiration Date

This is the date and time at which the promo codes in the list you are creating expire, even if the promotion has not yet hit its usage-based caps.

Establish Promo Code Value & Outcomes

A promo code list administrator can control the outcomes that are associated with a specific promo code list.

There are several choices for the types of outcomes a Promo Code can award.

The outcomes listed below are currently available for you to select:

Points – This represents the number of points a customer is awarded when applying a promo code.

Offers – One or more offers can be associated to a promo code. When the promo code is redeemed, the offer(s) is issued to the customer. See the Offers Module guide for additional offer setup information.

Tags – One or more tags can be dropped on the customer profile upon successful promo code redemption. This tag can be used for retargeting and other audience tracking purposes.

Choose Code Capping Options

Whether you are creating a list of single use or multi use codes, you can limit the number of claims that can be made against this promo list or code. While setting a successful code redemption cap is not required, we recommend setting a reasonable cap ahead of time to limit your liability based on your goal for this promo list or code.

You can choose from two promo code capping options:

Don’t Cap Code Entries – There is no limit to the number of codes (single use) or times that a code (multi use) can be entered during the life of the promo code list.

Cap Code Entries – There is a limit to the number of successful code entries (single or multi use) during the life of the promo code list. If chosen, a box appears, allowing you to enter the capped amount.

Tip

Capping promo codes is extremely helpful for limiting liability, as it allows you to directly cap the maximum amount of money you could spend on that list or code.

Generating a Promo Code Batch

While a multi use code is one code (e.g., FallPromo) and is established during promo code list creation, single use codes must be created by generating a code batch.

View Single Use Code Details

When viewing the Promo Code Lists dashboard, click on a the name of a single use promo code list to see the related promo code details view.

The details page for a single use promo code list.

For a single use code list, you can see a summary as well as information on how many individual codes were generated for the list. This summary information can also be edited by clicking the Edit button.

Generate Codes

Within the Promo Code Details view for a single use code, select the Generate Codes button to open the Generate Codes modal window.

Modal window to specify how many single use codes to generate.

After selecting the Generate Codes button, the only required piece of information to fill in is the number of codes you want generated within the batch. Beyond allowing you to name each batch within the Generate Codes view, you can also set up an email alert to notify people when a batch of codes has finished generating. If you are generating a small list, this feature is not necessary because generation is very quick, but if you need to generate millions of codes, this reminder can prove helpful.

Note

When using the email alert feature, the codes are not emailed to you. Once receiving the alert, you must log into the SessionM Platform and return to the Promo Code Details view to export the codes.

As long as a list hasn’t passed its expiration date or hit its successful redemption cap, you can continue to create new batches of single use codes within the context of a single overarching list.

Code Generation Batch Log

Once you have submitted a code generation request, a batch log is created and shown within the Promo Code Details view.

View information about all single use codes that have been generated.

The batch log displays a status based on the progress of the code batch generation.

Pending – The codes are in the process of being generated.

Active – The code generation is complete, and the codes can be exported by clicking the Export button.

Note

Exported codes are downloaded in a Microsoft Excel (.xls) format.

Editing a Promo Code List

From the details view for a promo code list, you can edit certain aspects of that list by clicking the Edit button.

Edit view for a promo code list.

Editable fields include the list name, the expiration date of the list and the successful code redemption cap. You cannot change the redemption value of the codes once a list has been generated.

Promo Code Administration

Administration functions can be performed with your promo code lists by selecting the Administer Codes button in the header of the Promo Codes Module.

Search for a Promo Code

Once entering the Administer Codes view, you may search for a promo code that you created (single use or multi use).

You can perform a variety of actions on promo code lists.

Once you successfully locate a code, multiple activities can take place depending on the code type.

Single Use – If the code has not yet been claimed, you can cancel that specific code. For example, a code determined to be lost could be canceled.

Multi Use – You are provided with a link to the Promo Code Details view, where the code can be edited.