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Coupon

Heather
  • Updated

Please note: 

To unlock this capability, you will need to have added DynamicMail to your Optimove package. If you can’t see this feature in your Optimove instance, contact your CSM to find out more. 

 

 
The Coupon component uses real-time functionality to allow marketers to create unique, one-time codes to share with their customers.  
 
The component is ideal for promotion-based campaigns, targeting different groups with different offers throughout their journey, or a welcome coupon for newly registered customers. 
 
Once a coupon code is assigned to a customer, the same code will appear every time they open the email, making sure not to create duplications or waste any codes. 
Settings Configuration
 
  • Go to "Create Component." 
  • Choose “Coupon.” 
  • Click on the name tag and name your coupon. 
  • Select your CSV from which you would like to take the coupon codes. You can choose a file from the file manager, import a list from a URL, or upload a CSV file from your computer. 
 
Note: The file type you upload must be a CSV, containing only a single column with the header “code.” The file must contain at least 5 coupon codes and no more than 100,000 codes. If you are uploading multiple files, the combined number of codes to be added to the component cannot exceed 100K codes. 
 
  • Add the URL where you would like your customers to be redirected to. 
  • Set the User ID Merge Tag to identify your subscribers and assign them with a unique code from the CSV lists – the formatting and values are dependent on the available tags from your ESP. 
  • Set the Deployment ID Merge Tag to identify the individual send that the user received. Using a merge tag value like [%CAMPAIGNID%] would allow for the same user to receive multiple coupon codes from this list should they receive multiple campaigns including this coupon list. 
  • Create a fallback image –this will be displayed when there are no more coupons remaining in the database or the User ID, and Deployment IDs are missing. 
  • Set the background color, fonts, sizes, and colors to match your email templates. 
  • Click on the Notification settings to set an email reminder when you are about to run out of codes. 
    Add the email address to which you would like to get the notifications and set a threshold number of codes remaining where the notification would take place. There may be a delay from when the threshold is met and the email is sent, so please ensure there is a buffer. 
  • Click on “Update Preview” to see your updated coupon. 
  • Click on “Generate Code” once you are done. 
  • Take the generated HTML code and embed it in your email. You can also send yourself a test to make sure that everything works properly. 

 

Common Use Cases

Create a welcome campaign offering a 5% discount for the first purchase 

 

Recommendations/Limitations

  • Make sure the data you use is up to date.
    If the file is corrupted or incomplete, your customers will end up seeing the fallback image instead of a coupon. 
  • Make sure to use standard characters within the data file, supported by URL parameters. 
    It is recommended to only use letters and numbers since special characters like UTM tags or connecting characters (& or ~) might cause your links to break. 
    If you need to add any special characters, reach out to your CSM or DynamicMail team. 
  • It is possible to include the coupon code value in the click-through URL so that when a customer arrives on your site the code can be copied and pasted or grabbed programmatically from the URL. 

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