Coupon Banks enable you to deliver personalized promotional campaigns by automatically inserting unique coupon codes into each email at the time of sending. Each contact receives their own trackable code, which supports campaign attribution and enables targeted follow-up communications based on redemption behavior.
When properly configured, coupon banks allow you to remarket to contacts based on whether they have redeemed a coupon or not. Coupon codes are typically generated and exported from your commerce platform, then uploaded directly into Marketing Cloud from your desktop or via Data Journeys import action.
Once a coupon bank is set up, Marketing Cloud dynamically inserts each unique coupon code into an email’s body using the Coupon Tags. If the coupon bank runs out of codes during a campaign send, the system falls back to a defined default coupon code to ensure no email is sent without a value.
Managing Coupon Banks
To access coupon banks, go to Marketing > Content > Coupon Banks.
The Coupon Banks index page is where you can create, view, and manage coupon banks and their associated coupon codes.
The index page displays the following columns for each coupon bank:
- Name: The name of the coupon bank.
- Tag: The coupon tag associated with the bank.
- Unused: The number of coupon codes that have not yet been assigned.
- Redeemed: The number of coupon codes that have been redeemed.
- Assigned: The number of coupon codes that have been assigned to contacts.
- Created At: The date and time the coupon bank was created.
- Updated At: The date and time the coupon bank was last updated.
Select the three-dot menu in the Actions column to manage a coupon bank. The following options are available:
- Export Coupon Code: Exports coupon codes from the selected coupon bank.
- Import Coupon Code: Imports coupon codes into the selected coupon bank.
- Tag Coupon Code: Allows you to tag coupon codes within the bank.
- Refresh Coupon Code: Refreshes the coupon code information displayed for the bank.
- Edit Coupon Code: Opens the coupon bank for editing.
You can also click the coupon bank name to open a details page showing the bank's configuration and a performance chart displaying Total Assigned, Total Redeemed, and Total Unused coupon codes.
Creating a New Coupon Bank
The following steps explain how to create a coupon bank in Marketing Cloud.
- Click on the New Coupon button in the top-right corner of the index page.
- Enter the required details in the New Coupon dialog box and save the changes made.
Enter a name in the Name field.
Enter an optional description in the Description field.
Enter a value in the Coupon Tag field. The tag must contain only lowercase letters, numbers, or underscores.
Enter a numeric value in the Alert Threshold field to trigger an alert when unassigned codes fall below this number.
Enter one or more email addresses in the Alert Recipients field. Use commas to separate multiple recipients.
Enter a static fallback value in the Default Coupon Codes field. This code is inserted into emails if the coupon bank runs out during a campaign send.
Note:The coupon tag value is used within email content to reference the coupon bank. Once saved, the tag becomes the identifier used in your email templates.
Importing Coupon Codes
Marketing Cloud supports two methods for importing coupon codes into a coupon bank: File Import and FTP Import.
File Import
Use File Import to upload coupon codes directly from your computer.
- Locate the Coupon Bank into which you want to import codes. Select the Import Coupon Code option from the Actions column dropdown list.
- In the Import Coupon Codes dialog box, select File Import as the import type. Next, click Select File and choose the file from your computer. Supported file formats are
.txt, .csv, and .zip. If uploading a .zip file, it must contain only one file of either .txt or .csv type. The file size limit is 128 MB.
- Select the appropriate Delimiter from the dropdown. Available options are Comma, Tab, Colon, and Semi-Colon.
- Specify the column that contains the coupon codes by selecting Column Name and entering the column header name or by selecting Column Number and entering the column position, starting from the left.
- Under Settings, choose one of the options shown below, then click Import.
Append to existing unassigned code: Adds the new codes to any existing unassigned codes in the bank.
Remove unassigned coupon codes prior to upload: Deletes all existing unassigned codes before uploading the new set.
FTP Import
Use FTP Import to pull coupon codes from a file you have already uploaded to Maropost's FTP server. There is no file size limit for FTP imports.
Important: Before using FTP import, you must configure your SFTP access. Refer to the SFTP Access article for setup instructions.
- Locate the coupon bank into which you want to import codes. Select the Import Coupon Code option from the Actions column dropdown list.
- In the Import Coupon Codes dialog box, select FTP Import as the Import Type. Next, select the file from the Select File dropdown. The dropdown lists files available in your FTP folder.
- Choose the appropriate Delimiter from the dropdown. Available options are Comma, Tab, Colon, and Semi-Colon.
- Specify the column that contains the coupon codes by selecting Column Name and entering the column header name or by selecting Column Number and entering the column position, starting from the left.
- Under Settings, choose one of the options shown below, then click Import.
Append to existing unassigned code: Adds the new codes to any existing unassigned codes in the bank.
Remove unassigned coupon codes prior to upload: Deletes all existing unassigned codes before uploading the new set.
Note:You can track the progress of any import using the notification panel, which is accessible via the bell icon in the top-right corner of the application. You can also configure a data journey to import coupon codes into a coupon bank automatically.
Exporting Coupon Codes
Use the export function to download a record of coupon codes that have been assigned to or redeemed by contacts.
- Locate the Coupon Bank from which you want to export codes. Select the Export Coupon Code option from the Actions column dropdown list.
- In the Export Coupon Codes dialog box, select the Convert email to secure email (MD5 Hash) checkbox if you wish to encrypt the associated email addresses before exporting. Next, choose the coupon code category and click Export to begin downloading the lists.
Assigned: Exports coupon codes that have been assigned to contacts.
Redeemed: Exports coupon codes that have been redeemed by contacts.
