Add coupons to automation campaigns

Once you've created a coupon pool, you can insert it in any automation campaign email, SMS or Push notification.

See also:

• Coupon reminders - use cases and best practices
• Contacts who re-enter campaigns with coupon pools

Go to: Campaigns > Automation Campaigns

Select the campaign you want to add coupons to from the dashboard and open the automation campaign. 

Select the node you want to add a coupon to, and click the Configure cog.

You can add coupons to emails, SMS sends and push notifications:

Add coupons to emails

The Send email balloon displays. Select your coupon pool from the drop-down list:

• Select Send coupons to all contacts to re-send assigned coupons and send brand new coupons to contacts who haven't been assigned them.
• Select Only re-send assigned coupons if you are sending this email as a reminder to contacts who have already been assigned coupons from this pool.

Next, choose a template and click Edit this send to open the Visual editor. 

Select the block you want your coupon code to display in.

• If your template already has a coupon block set up, you can use that. There’s no need to enter the merge tag; it will already be there. 
• Otherwise, you can use any text block and follow these steps:

Paste the merge tag {{ message.coupon.code }} in the Edit Template tab, wherever you want the code to display. 

The text that displays in your template appears in white in the HTML editor, so you can quickly find the right place for your voucher code.

In the example below, we’ve added ‘Save 50% with the code: {{ message.coupon.code }}’ at the end of the text in the left block: 

Once you’re happy with your changes, select Save & apply.

You’re returned to your automation campaign screen, with the Send email ballon still open. 

Select Save to finalise. 

Add coupons to SMS sends

Select a coupon pool from the Coupon pool (optional) dropdown:

• Select Send coupons to all contacts to re-send assigned coupons and send brand new coupons to contacts who haven't been assigned them.
• Select Only re-send assigned coupons if you are sending this SMS as a reminder to contacts who have already been assigned coupons from this pool - if you're doing this, you'll need to add jinja conditions to your message to avoid showing an empty merge tag to any recipients who have not already received a coupon from your selected pool.

Next, paste the merge tag {{ message.coupon.code }} in the SMS text field wherever you want the code to display:

Add coupons to push notifications

• Select Send coupons to all contacts to re-send assigned coupons and send brand new coupons to contacts who haven't been assigned them.
• Select Only re-send assigned coupons if you are sending this push as a reminder to contacts who have already been assigned coupons from this pool - if you're doing this, you'll need to add jinja conditions to your message to avoid showing an empty merge tag to any recipients who have not already received a coupon from your selected pool.

Next, paste the merge tag {{ message.coupon.code }} in the Message field wherever you want the code to display:

Jinja for SMS and push coupon reminders

The only re-send assigned coupons logic works like this regardless of marketing channel:

• Ometia finds an existing coupon for that customer and uses it.
• If the customer doesn't have a coupon assigned, Ometria uses the specified fallback for that coupon pool.
• If no fallback was specified, the {{ message.coupon.code }} merge tag is sent empty.

For email, we recommend using a 'hidden block' in your templates to avoid showing empty coupon tags.

As neither SMS or Push have content blocks, you'll need to add jinja 'if-else' conditions to your message body.

For example:

{% if message.coupon.code and not message.coupon.is_redeemed == "True" %}
Use code {{message.coupon_code}} for 20% off your first order
{% else %}
Check out our new xmas gifts!
{% endif %}

Coupon codes in testing mode

Coupon codes aren't used in testing mode - Ometria uses a placeholder instead (e.g. XXX123) so that your pools aren't depleted. 

See also: Test cases for coupons in broadcast campaigns