Overview
A coupon is an alpha-numeric code which allows customers to receive some benefit when making a purchase - e.g. 20% off the listed price, or buy one get one free.
In Ometria you can create pools of your coupons, then insert coupons from any of your pools into your automation campaigns.
Additionally, drawing from a coupon pool in an email node means that you don’t need to manually enter static codes in emails - which carry the risk of being shared online.
Note: Coupon codes (from both static and dynamic pools) can only be used in automation campaigns.
If you want to use coupon codes in your broadcast campaigns, please contact Support.
Static pools and dynamic pools
Static pools
Static pools are not automatically generated. The coupons in a static pool are uploaded via a CSV or excel file. There is no fixed format for these coupons.
However, it is crucial to monitor the remaining coupons, as static coupon pools are finite (they can run out). Ometria’s team will notify you when your coupon pool is running low.
You can upload coupons via CSV or Excel file to the same pool as many times as you like.
If a contact is sent a code from a static pool, the email does not have to be open or delivered in order to deplete the pool, as they are already considered ‘used’ at the time of sending.
Dynamic pools
Dynamic coupon pools are only available to users with Magento or Shopify as their ecommerce platform.
Coupons in dynamic pools are automatically generated based on the rules created in your ecommerce platform.
Dynamic coupon pools don’t run out, as they are not dependent on a finite list. They are generated when added to automation campaigns.
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.
Both static and dynamic coupons are pulled from their pools when sending an email. For dynamic pools, you can choose to limit the coupons generated in your ecommerce platform.
See create and edit coupon pools.
Navigation
Go to: Campaigns > Coupon Pools
The Coupon pools dashboard displays:
From here you can upload coupons to existing pools, edit your pools, or create a new one.
Your existing coupon pools are listed on this screen, with the following information:
| Column | Description |
|---|---|
| Pool name | The name you created for the pool. |
| Pool type | Tells you if the pool is dynamic or static. |
| Remaining | Shows the remaining number of coupons in a static coupon pool. This field does not apply to dynamic pools. |
| Assigned | Shows the number of coupons used or attached to a sent email. |
|
% Remaining |
Shows the percentage of remaining coupons in a static coupon pool. This field does not apply to dynamic pools. |
|
Select either button to upload coupons to the pool or edit the coupon pool. |
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