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Discount codes

With ExpertSender CDP, you can add your own discount codes to incentivize your customers to make purchases on your website. The promo codes can be used in newsletters, scenario email messages, landing pages or even pop-ups.

To access and manage discount codes in ExpertSender platform, go to Customers > Discount codes.

Here you will find a grid table with discount code sets you have imported to the platform.

Sets are collections of discount codes assigned to a specific marketing campaign, like a seasonal sale or a ‘subscribe to newsletter’ offer. Grouping codes in sets makes them easier to manage and gives you a real-time overview of how they are used in a particular campaign.

The table provides the following information for each discount code set:

  • ID – the identifying number of a discount codes set,
  • Set name,
  • Codes in set – the number of discount codes imported or added manually to the set,
  • Used – the number of discount codes used in e-mail messages,
  • Unused – the number of discount codes remaining in the set,
  • Actions to perform on the set: browse, import codes from a file, add codes manually, edit set’s name, delete set.

Now, let’s learn how to import discount codes to ExpertSender platform.

Import discount codes to ExpertSender CDP

Discount codes are stored in sets. The first thing you need to do before you start importing discount codes is to create a set.

There can be up to 20 active sets per business unit.

Create a discount code set

  1. Go to Customers > Discount codes.
  2. Click Create set.
  3. Name the set.
  4. In the filed below, specify the number of unused codes in a set that will trigger a low stock notification.
  5. Save the set.

When the set is ready, start adding discount codes to your set. You can either import them from a file or add them manually.

Import discount codes from a file

When importing a large amount of discount codes, put them in a file and use the import wizard available from the grid table level, or the discount code set level.

Before import, make sure your file meets these requirements:

  • Each discount code should be maximum 50 characters long.
  • The import file must be in one of these formats: CSV, TXT, XLS, XLSX or ZIP.
  • The max file size for the mentioned formats is 31 MB.

To import discount codes to a set directly from the grid table, follow these steps:

  1. From the grid table, locate the set where you want to import the discount codes.
  2. Click the Import codes icon in the last column. A window will open.
  3. Click Select file.
  4. Choose the file location on your computer and click Open. The file will be uploaded to the platform.
  5. Click Save once the import is completed.

Alternatively, you can import discount codes directly from the set:

  1. From the grid table, find a set you want to import the discount codes to.
  2. Click the Browse icon in the last column. You will be transferred directly to the selected set.
  3. Click Import codes button. A window will open.
  4. Click Select file.
  5. Select the file location on your computer and click Open. The file will be uploaded to the platform.
  6. Click Save once the import is completed. The discount codes will appear in the set right after the import is finished.

Add discount codes manually

You can use this method to add a small batch of discount codes to a set, or when don’t have a file ready for import yet.

  1. From the grid table, find a set you want to import the discount codes to.
  2. Click the Add codes icon in the last column. A window will open.
  3. Enter or paste the discount codes, one code per line. You can add up to 1 000 discount codes at once.
  4. Click Save.
  5. If you want to add more than 1 000 discount codes, repeat the process, starting from step 2.

You can also add discount codes while browsing inside the set:

  1. From the grid table, find a set you want to import the discount codes to.
  2. Click the Browse icon in the last column.
  3. Click the Add codes button. A window will open.
  4. Enter or paste the discount codes, one code per line. You can add up to 1 000 discount codes at once.
  5. Click Save.
  6. Repeat the steps if necessary.

Each imported or manually added discount code will be displayed in the grid. To access it, browse the chosen set. The following information will be available for each discount code:

  • ID – identifying number of a discount code,
  • Discount code – a string of up to 50 characters that represent the discount code.
  • Email – the email address of the customer who received the discount code,
  • Send date – the date the discount code was sent in a message,
  • Message ID – identifying number of a message in which the code was used.
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