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Sending coupon codes

Special offers with coupon codes are an effective way to engage customers. Rokt supports unique coupon codes—individual codes sent to each customer—and multi-use coupons—the same code sent to all customers.

How do I create a campaign with coupon codes?

1. Click Campaigns in the left navigation and select Coupons.

   

2. For unique coupon codes, stay on the default tab Coupon lists and click Add coupon list.

   Or go to Multi-use coupons > Add multi-use coupon if you want to add a multi-use coupon.

3. Enter the following values:

• List name (required): This name is to easily identify your coupon list when you link it to creatives

• Promotion value (required): The promotion value specifies what the discount or offer is—e.g., "$50," "10%," or "Buy 2 boxes and get 1 free."

• Terms and conditions (optional): The promotion terms and conditions (T&Cs) are not mandatory. If you have T&Cs set up at the campaign level, they also apply to the promotion. However, if you want to have offers with different promotion values in the same campaign, having a single set of T&Cs is limiting, and that's why promotion T&Cs exist. They can either come in replacement of the campaign T&Cs, or in complement. You can have T&Cs at the campaign level only, and they apply to all the referral creatives of the campaign. You can also have T&Cs at the coupon level only, and they apply to all the referral creatives that are associated with the coupon. You can also have T&Cs at both the campaign and coupon level, and in that case, the referral creatives associated with the coupon display both T&Cs in the widget. The campaign T&Cs appear first, and the promotion T&Cs appear below. There won't be any separation or header, just a line break. You can use the formatting capabilities of the T&Cs editor to add headers if needed.

• Promotion end date (required): This date ends the promotion. Once reached, all the creatives linked to the coupon list are deactivated. The date can be edited if you need to extend the promotion.

• File upload: Upload a CSV file with all your unique coupon codes. They should all be in the first column, with one code per row. Click Save.

  

4. From the left navigation, go to Campaigns > Overview to view your campaigns.
5. Select your desired campaign from the list.
6. Click Add Creative and enter the content and settings.
7. In the second step of the creative wizard, select Yes for Coupons and select your coupon list from the drop-down menu.

All creatives that need to send coupon codes with Rokt Nurtures must specify it in this step.

8. Finalize the configuration of your creative and save your changes.

So far you have:

• Created the coupon list
• Created one (or several creatives) that are linked to the coupon list
• Linked creatives to audiences

What remains is to configure the Nurture Journey that sends the coupon codes to the customers.

9. Go to Campaigns > Nurture and click Add Nurture.

   

10. Select your language and your audiences.

11. For the definition of the qualifying referral creatives, select Yes for Coupon code and then select the promotion value corresponding to your coupon list. The result of this configuration is that the Nurture Journey is triggered only for referrals that are generated from the creatives that match these settings—i.e., creatives that have coupons and that are linked to a coupon list with the same promotion value as what you entered. In short, these qualifying referral creatives settings are filtering out all the creatives that do not match.

    

12. Create your Steps and Nurture creatives. Do not forget to insert a Coupon code placeholder in at least one of the emails so that customers receive the coupon code. You won't be able to publish the Nurture Journey if the placeholder is missing. You can also use the Promotion value placeholder {rokt.nurture.promotionValue} to dynamically display the value, if the Nurture Journey is associated to multiple coupon values.

    

13. Publish the Nurture Journey.

Once everything is approved, you're done!

Troubleshooting

I cannot publish my Nurture Journey

If the Nurture Journey is configured to be sending coupon codes—via the settings in the Qualifying referral creatives section— make sure that at least one of the email creatives includes a coupon code placeholder. To ensure that customers receive their coupon code, the placeholder is mandatory.

My creative is displaying as inactive due to child

As Nurture Journeys are the only child objects of creatives, check that all audiences your creative is linked to are linked to a Nurture Journey. It's not sufficient to have only one of the linked audiences linked to a Nurture Journey; all linked audiences need to be linked to a Nurture Journey.

Also, the linked Nurture Journeys need to have coupon properties matching those of your creative. For example, if your creative is linked to a coupon list that has a promotion value of 20%, the Nurture Journeys that are linked to the same audiences need to have 20% selected for the promotion value in the Qualifying referral creatives configuration.

My creative is displaying as inactive due to parent

• Is the creative linked to at least one audience? The creative needs to be in a live campaign and linked to a live audience to be in live status.
• Is the coupon list live? Your coupon list may be ended, exhausted, or pending review. The creative needs to be linked to a live coupon list to be in live status.