Listrak's coupon manager gives you the option to create, edit, and manage unique, static, and Shopify* coupons quickly and easily all in one place.

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What types of coupon codes are available in Listrak?

  1. Unique Coupons: Offer your shoppers a personalized code that can only be used one time. These codes are generated outside the Listrak platform.

  2. Static Coupons: Assign a single code that is distributed to every shopper.

  3. Shopify Unique Coupons: Allow Shopify clients to automatically connect their Shopify store to Listrak. ⚠️ Available to Shopify clients only.

How to Create a New Coupon Pool

  1. Navigate from the home menu to Manage.

  2. Go to Coupons.

  3. Click New Coupon in the upper right-hand corner.

  4. Select a Merchant from the drop-down menu (if applicable).

  5. Select the type - Unique, Static, Shopify*

  6. Configure the coupon pool

    ⚠️ The configuration steps are slightly different for each type of code, client the type above to follow the steps for the selected type.

Configure Unique Coupon Codes

  1. Enter a Coupon Name - this is the name of the pool.

  2. Select a file to upload. Note the following file requirements:

    • A .txt file is the accepted file format

    • Do not include column headers

    • The first column must contain codes

    • Columns must be separated by commas

    • Coupon codes must be less than 50 characters

    • Uploads only support up to 10 million records (dependent on your upload speed)

    • To utilize expiration dates, you must include them in the second column

      ⚠️ If utilizing expiration dates, you must set up additional segmentation fields to capture this information. Please be sure to complete all steps in this article to capture the coupon code and expiration information.

  3. (Optional) Select stop distributing coupons 30 days prior to the expiration date.

    ⚠️ Selecting this option may result in messages being delivered without a coupon.

  4. Enter a Fallback Code. A fallback code can be used if:

    • The coupon pool runs out of coupons.

    • You've selected to stop distributing coupons 30 days prior to the expiration date. The fallback code is used to ensure coupons are distributed in automated campaigns.

  5. Enter a Minimum Threshold. This is the number of available coupons at which a notification is triggered.

  6. Enter the recipient(s) to be notified of the low coupon threshold. Multiple email addresses may be added separated by a comma.

  7. Click Save or click Cancel to exit without saving changes.


Configure Static Coupon Codes

  1. Enter a Coupon Name - this is the name of the pool.

  2. Enter the Coupon Code. For example, GREATDEAL.

  3. Select a Start Date for the coupons to begin distribution (starts at 12:00:01am).

  4. Select an End Date (ends at 11:59:59pm).

    ⚠️ Date Tips

    • The end date is not an expiration date, but rather when the coupons will stop being distributed from the Listrak platform.

    • Distribution dates account for the full 24 hour time period: 12:00:01am - 11:59:59pm. For example, To distribute for the month of January simply select January 1st at 12:00:01am to January 31st at 11:59:59pm.

  5. Select an Expiration Date (if applicable).

    • Configuring an expiration date allows you to display an expiration date for the coupon in your message with a personalization tag.

    • This will not expire the coupon, this is managed at the e-commerce platform level.

  6. Click Add Coupon to add more coupons for future use.

  7. Enter a Fallback Code. A fallback code will be used if all codes have passed their distribution end date.

  8. Enter the recipient(s) to be notified of the low coupon threshold. Multiple email addresses may be added separated by a comma.

  9. Click Save or click Cancel to exit without saving changes.


Configure Shopify Coupon Codes

⚠️ First you need to complete the Shopify integration in the Listrak Marketplace.

When configuring your Shopify integration, you must set the discounts permissions to read and write access to utilize this feature. If you've already set up your Shopify integration, please edit the integration to allow read and write access for discounts.

After the integration is complete, set up your coupons with a pre-configured price rule within Shopify before continuing to the Listrak setup.

  1. Enter a Coupon Name. This is the name that's given to the coupon in Listrak and displays in the coupon manager to help you keep track of your coupons.

  2. Add a Prefix. The prefix you add here will be added to the beginning of the randomly generated coupon code. For example: the code "WELCOME" will generate a coupon "WELCOME3234532" with a random unique code as a suffix.

  3. Select a Price Rule from the drop-down menu.

    • In Shopify, these are mainly referred to as Discounts. Discounts will show in the drop-down after they have been set up in your Shopify account.

      ⚠️ You must type at least 3 characters into the search box and will be shown up to 50 matching results as you type. Shopify guide on setting up Discounts.

  4. Click Save or click Cancel to exit without saving changes.



How do coupons from a coupon pool work in Listrak?

In order to display a coupon code in a broadcast email message or a message sent from a Conductor conversation, you will need to set up a profile field. This field is used to both store the coupon value in a contact's profile and display it in the message body. Follow the steps outlined here to learn how to create the required profile field(s). 💡 Make sure you are on the correct list as Profile fields are list-specific.

Learn more about how to use coupons in Conversations and marketing messages:

⚠️ Profile fields do not need to be created for coupons used in a Journey or SMS.

Learn more about how to use coupons in these Listrak features by reading these articles:



Coupon Dashboard

Once a coupon code pool has been created you will see various details about each pool on the coupon dashboard.

Dashboard features include:

  • Search: Use the search bar to find a coupon code pool.

  • New Coupon: Click to create a new coupon pool.

  • Name: The name given to a coupon pool.

  • Merchant: The merchant assigned to the coupon pool.

  • Type: Displays the type selected - unique or static.

  • Available: Displays the number of remaining unique coupon codes.

  • Status: Displays whether the pool is active or inactive.

  • Sort: Clicks the arrows next to the column names to sort the table by that value.

  • Max Character Count: The maximum number of characters the unique code contains.

  • Action Icon (3 dots): Click to manage the coupon pool.



Manage Coupon Codes

Managing a coupon pool allows you to edit the code form, upload new unique codes, deactivate/reactivate codes, get a unique code or delete a coupon pool.

  1. Click on the Actions icon > select an option.

  2. The type of coupon code pool will determine the options available that can be managed:

Unique Coupon Codes

Edit and Upload:

Make changes to the coupon pool name, threshold, notification recipient(s), or upload a new list of coupon codes by repeating steps 2-4 in the Configure Unique Coupon Codes section.

Active/Inactive:

Once a coupon code pool has been created it is automatically set to the status of Active. Click the toggle to switch between the status of active or inactive.

💡 Choosing to inactivate a pool will stop the distribution of the codes.

Get Code:

Show a code and expiration date (if applicable) to use in testing or to confirm the format of the codes currently being distributed to match when preparing replenishment codes.

💡 This will remove a code from your imported file each time it's used to prevent distributing a code that has already been used.

Delete:

This will permanently remove the coupon code from your account.

💡 A coupon code pool can not be deactivated if it is in use in a Conductor Conversation, a Journey, or in a Scheduled Message. You will see this alert message pop-up in the code form:


Static Coupon Codes

Edit:

Make changes to the coupon pool name, the coupon name, threshold, notification recipient(s), or add additional coupon codes.

Add Codes:

Click Add Coupon to add additional static coupon codes by repeating step 6 in the Configure Static Coupon Codes section.

Active/Inactive:

Once a coupon code pool has been created it is automatically set to the status of Active. Click the toggle to switch between the status of active or inactive.

💡 Choosing to inactivate a pool will stop the distribution of the codes.

Delete:

This will permanently remove the coupon code from your account.

💡 A coupon code pool can not be deactivated if it is in use in a Conductor Conversation, a Journey, or in a Scheduled Message. You will see this alert message pop-up in the code form:


Low Coupon Notifications

When the number of coupon codes equals the minimum threshold set in the pool an email will be sent to any address listed in the notification recipient(s) field notifying you of the number of codes remaining in the pool. The email will go out daily until the pool is replenished with new codes.

The email will come from Listrak Coupons with the subject line of Listrak Coupons Notification.

For example, it will look something like this:

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