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1. What is a coupon pool

A coupon is any string of text or numerals that, if used when shopping, allows a shopper to receive some benefit. For example, free delivery, a 20% discount, buy 1 get one free, etc.

A coupon pool is, as its name suggests, a pool of these coupons. In Ometria you can create multiple coupon pools, and insert coupons from any pool in your automation emails.

2. How can coupon pools help your marketing

If you use them effectively, coupons can help drive customer loyalty and conversion.

For example, you can create a coupon pool to reactivate lapsed customers.

You can also create different coupon pools for lapsed customers offering different incentives based on their value.

E.g., for high-value lapsed customers you can create one pool with a 50% off to win them back, for medium-value customers you can create a different pool with a smaller incentive. Meaning as a marketer you can be more efficient with the use of coupons.

Once created you can include coupons from this coupon pool in an automation campaign targeted for high-value lapsing customers to incentivise and win back those high-value shoppers.

Furthermore, drawing from a coupon pool in the email node, means marketers do not have to manually use static coupons in emails, which have a risk of being shared online.

3. What’s the difference between a static and dynamic pool

The main difference between a static and a dynamic coupon pool rests on two things: How coupons are generated? And whether or not they run out.

Static Pool: A static coupon pool is where coupons are not automatically generated. Coupons are uploaded via a CSV or excel file containing lists of coupons. Once uploaded they can be used and included in automation campaign emails as usual.

There is no fixed format for these coupons. They could be in any format you want, for example:

FREEDEL
LYL100
10PD

However, it is crucial to monitor remaining coupons as static coupon pools are finite and can run out. Ometria's support team will notify you when your remaining coupons are low. You can, of course, upload coupons in an existing coupon pool as many times as you want.

Dynamic Pool: Only usable for users with Magento or Shopify as their ecommerce platform, a dynamic pool is where coupons are generated automatically in Magento/Shopify based on simple sales rules created in your e-commerce platform. See How to create coupon pools > Dynamic.

Dynamic coupon pools do not run out as they are not dependant on a finite list, instead, coupons are always generated when called in to be added to automation emails.

Both static and dynamic coupons are pulled from their pools when sending an email. The emails don't have to be delivered or opened for the static code to be depleted as they are already 'used' at the time of sending the email.


4. The Coupon Pools dashboard

To access the Coupon Pools dashboard, go to Campaigns > Coupon Pools.

Fig 1: Go to Campaigns> Coupon Pools to access the Coupon Pools dashboard.

4.1. What does each column in the Coupon Pools dashboard mean

Fig 2: Columns in the Coupon Pools dashboard

Each column in the Coupon Pools dashboard shows you an attribute of a coupon pool.

  • Pool Name: The name created by you for a specific coupon pool. It is often useful to give it a sensible name relevant to the intended campaign, audience or offer, so it’s easier to find when attaching in an email.
  • Pool Type: shows whether the pool is static or dynamic.
  • Remaining: a column only relevant for static coupon pools. It shows the remaining number of coupons in a static coupon pool
  • Assigned: shows the number of coupons used or attached to a sent email. Every recipient will receive a unique coupon.
  • % Remaining: again this is a column only relevant to static coupon pool. It shows the percentage of the remaining coupon in a coupon pool.

You can also create a new static or dynamic coupon pool, or edit an existing coupon pool from this dashboard.

The coupon pools dashboard shows you: (a) the name of the coupon pool, (b) whether it's static or dynamic (c) and helps you monitor remaining coupons in a static pool.

5. How to create and edit coupon pools

5.1. Dynamic coupon pools

If you use Magento or Shopify, you can create dynamic pools with your platform’s sales rule ID, directly on the interface.

To create a new dynamic coupon, click on New Dynamic Pool as shown.

Fig 3: New Dynamic Pool

In the page that opens,

Fig 4: Create a dynamic coupon pool

1. Give a name to your dynamic coupon pool.

2. Enter the sales rule ID for your e-commerce platform. The figure above displays a text field for Magento sales rule ID. However, if your platform provider is Shopify/Shopify Plus, then the text field will be named accordingly as shown below.

Fig 5: UI for Shopify users

3. Add an expiry date to your coupons. for eg. 30 days. This expiry date will be counted from the time you send an automation email including a coupon code generated from this Magento coupon pool. 

4. You can add a prefix to your coupon code, but this is optional.

It is useful sometimes to add prefixes as it can help explain what the coupon is for.
For example, a coupon pool for high-value, loyal customers could have the prefix LYL.  

You can also see a preview on the side, of how a sample coupon will look from this coupon pool. Notice how it reflects any additions and changes you make on the fly.

5. Enter the length of numerals and/or characters to appear after the prefix for your coupon.

6. Specify where you want to place dashes.

7. Create Pool.

You can follow the same steps to edit an existing dynamic pool. Just click on Edit at the end of the row to open the page shown above.

Fig 6: Edit a coupon pool

5.2. Static coupon pools

To create a new static coupon pool click on the  New static pool button from the coupon pools dashboard, and give it a name in the window that appears, as shown in Fig 8.

Fig 7: New static pool

Fig 8: Name the Static Coupon pool

1. Once created you can add coupon codes to the static pool by clicking Upload at the end of the row of the coupon pool.

2. There should also be no spaces in a coupon pool in the list.


Coupon Code limit:

  • The file should have only 1 column called coupon_code and have a max size of 10 MB. 
  • Codes should be no longer than 64 characters and there should also be no spaces in a coupon pool in the list.
  • The number of coupons you can upload per pool can vary based on the number of characters in your coupon code. E.g. a list 200,000 codes with 7 characters in each, makes up a CSV file of only 1.7 MB, however, a list of 200,000 codes with 12 characters in each would make a larger file size.
  • A list of around 1 million 7-character codes is around 10 MB.


3. You can then select a CSV file containing the coupon codes you would like to add to the static pool. 

4. Once you have selected the CSV file you will see the following message appear indicating a successful upload.

Fig 9: Upload complete message

5.2.1. Edit Static Coupon Pool

You can always edit a static pool’s name by clicking Edit at the end of its row, make changes in the window that appears in Fig, and click Update.

The updated coupon code pool name will reflect in the automation flows screen in any send nodes where coupon code pools can be selected.

5.2.2. Monitor Static Coupons

It is crucial to monitor static coupons as they are uploaded as a finite list and can run out. If you often use your static pools, keep coming back to this dashboard and monitor the % Remaining and Remaining numbers.

You will be notified by Ometria’s support time when your remaining coupons are low.

Low numbers serve as alerts for you to either re-upload coupons in the static pool via CSVs or create new pools so that you can be careful of using the emptying coupon pool in automation emails anymore. You don’t want recipients to receive error messages in place of coupons.

  • If you use Magento or Shopify, you can create dynamic coupon pools in Ometria based on the sales rule ID of your eCommerce platform.
  • If you use another eCommerce platform, you can simply upload a static coupon pool.
  • You have to monitor static coupon pools from running out.
  • Ometria’s support team will notify you when your remaining coupons in the pool are low.

6. How to include a coupon in an automation email

The main reason why Ometria enables you to create coupon pools is so you can use them in your marketing emails for your audience. Once you have created your coupon pool, you can insert it in any automation campaign email.

1. Open the campaign builder for your automation campaign.

Fig 10: Configure your email send node

2. Click on Configure for the email node you want to include the coupon pool in.

3. In the pop-up window, scroll down to where it says coupon pool. And select your coupon pool from the drop-down list.