The coupon codes themselves are typically generated and exported from your commerce platform. You will then upload them directly into Maropost from your desktop or via the Start Import action item in Data Journeys.
Once you’ve created the Coupon Bank, you will be able to have Marketing Cloud dynamically insert each unique coupon code into the body of an email by using the Coupon Code tag. When you send your next promotional email, each of your contacts receives their own unique coupon code. It’s a great way to track customer loyalty. At the time of purchase, data is passed back into Marketing Cloud with product orders so that you can re-market to your contacts based on who has redeemed your coupons and who hasn’t.
Managing Coupon Banks
The Coupon Banks index page is where you can create, view, and manage coupon banks (also known as coupon codes).
In Navigation, go to CONTENT, and then select Coupon Banks.
Marketing Cloud gives the following actions to manage the Coupon Banks:
- Export Coupon Code: Enables you to export the coupon codes. To learn more, scroll down to Exporting Coupon Codes.
- Import Coupon Code: Enables you to import coupon codes. To learn more, scroll down to Importing Coupon Codes.
- Tag Coupon Code: Allows you to tag coupon codes.
- Refresh Coupon Code: Refreshes the coupon code information.
- Edit Coupon Code: Enables you to edit the coupon code details.
You can click the Coupon Bank name to view a dashboard showing the coupon details and its performance metrics.
Creating a New Coupon Bank
The following are the steps to create a Coupon Bank:
- In Navigation, go to CONTENT, and then select Coupon Banks.
- On the Coupon Banks index page, click NEW COUPON.
- In the New Coupon dialog box, provide details for the new coupon.
The dialog box consists of the following fields:
- Name: The name of the coupon bank.
- Description (optional): A description of the coupon bank.
- Coupon Tag: The value you enter here is the coupon tag to be used within the email content.
- Alert Threshold: Triggers an alert email when the number of unassigned codes in the coupon bank falls below this threshold.
- Alert Recipients: The email addresses of those who will receive the Alert Threshold alert email.
- Default Coupon Code: A static coupon code that will be inserted into the body of the email in the event that the Coupon Bank runs out in the middle of a campaign send.
- Click SAVE.
Importing Coupon Codes
Marketing Cloud supports two methods for importing coupon codes – File Import and FTP Import.
The following are the steps to import the coupon codes:
- On the Coupon Banks index page, go to the coupon bank into which you want to import the coupon codes. To learn how to create a Coupon Bank, scroll up to Creating a New Coupon Bank.
- From the Actions drop-down list, select Import Coupon Code.
- In the Import Coupon Codes dialog box, select the import method:
- File Import: Enables you to import coupon codes from a file on your computer.
- FTP Import: Enables you to use our FTP servers to import coupon codes.
- For File Import, do the following:
- Select the file on your computer. The supported file formats are .txt, .csv, and .zip. The ZIP file must contain only one file which can only be of .txt or .csv type. The file size limit is 128 MB.
- Select the delimiter used in the file.
- Enter the column name or column number of the column containing encrypted email addresses.
- Select whether to append these codes to the existing unassigned codes or remove the unassigned codes prior to uploading a new set of coupon codes.
- For FTP Import, do the following:
- Select the file that you’ve uploaded to the FTP folder. There is no file size limit.
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Note: Before you can use Maropost's FTP server, you must set up your SFTP Access. See
SFTP Access for more information.
- Select the delimiter used in the file.
- Enter the column name or column number of the column containing encrypted email addresses.
- Select whether to append these codes to the existing unassigned codes or remove the unassigned codes prior to uploading a new set of coupon codes.
- Click IMPORT.
You can track the progress of the import on the notification panel (bell icon on the top-right corner of the application).
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Note: You can also set a
Data Journey to import coupon codes into a Coupon Bank.
Exporting Coupon Codes
Steps to export the coupon codes:
- On the Coupon Banks index page, go to the Coupon Bank from which you want to export the coupon codes.
- From the Actions drop-down list, select Export Coupon Code.
- On the Export Coupon Codes dialog box, select the 'Convert email to secure email (MD5 Hash)' check box if you want to encrypt the coupon codes before exporting them.
- Choose whether you want to export the coupon codes that have been 'Assigned' or that have been 'Redeemed'.
- Click EXPORT.