Create and edit a dynamic coupon pool – Ometria Help Centre

In Ometria you can create pools of your coupons, then insert coupons from any of your pools into your automation campaigns.

Coupons in dynamic pools are automatically generated based on the rules created in your eCommerce platform.

Note: You can only use coupon codes from static and dynamic pools in automation campaigns. For broadcast campaigns you'll need to use a custom field - see: Add coupons to broadcast campaigns.

Dynamic coupon pools are only available to users with Magento or Shopify as their eCommerce platform.

Note: If you are a Shopify user and are using multiple importers into a single account, you won't be able to use Ometria's dynamic coupon pool feature.

Importer sales rule ID

When creating dynamic coupon pools in Ometria via Shopify or Magento, you'll need the importer’s sales rule ID.

Magento users should use the ‘cart price rule’.

See the following links for more information:

Note: You should select the option 'Specific Coupon' in the Coupon field, and check the Use Auto-Generation flag when setting up your cart price rule in Magento.

Shopify users can follow these steps:

Log into your Shopify account and navigate to: Discounts > Codes
Configure your discount code, including rules, and select Save Discount to create your voucher pool.
Click into the discount code you want to use in Ometria and check the URL. The unique ID following ‘discount/’ is your price rule ID.
Copy the ID and enter it in the relevant field (see below) when setting up your coupon pool in Ometria.

Note: The screen below may not look the same for Shopify Plus users. Refer to Shopify's documentation and ask your contact at Shopify if you have any trouble navigating.

Screenshot_2021-03-08_at_12.22.34.png

Create a dynamic coupon pool

To create a new pool, go to Coupon pools and select New dynamic pool.

To edit an existing pool, simply select the Edit button against the pool you wish to change.

The Create dynamic coupon pool displays:

Complete the fields as follows:

Field	Description
Title	Name your dynamic coupon pool.
Magento/Shopify Sales Rule ID	Enter your sales rule ID from your eCommerce platform.
Magento Coupon Expiry In Days	Magento users only. Enter an expiry period for your coupons, e.g. 30 days. This will begin counting down from the time the automation campaign with a code from this coupon code is sent.
Prefix	(Optional) Enter a prefix for your coupon codes. A preview displays to the right of the screen which reflects any changes you make.
Length	Define the length of numbers/characters which follow the prefix of your coupon code.
Add a dash every	Specify where to place dashes in the code.

Select Create pool to save and create your dynamic coupon pool.

Importer sales rule ID

Create a dynamic coupon pool

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