This guide will take you through the Offer settings, How to access the Offer settings, the different options available, and a brief description of each page.
Tiers are available for Coupon Campaigns
For more information regarding Offer, please see HERE
Terminology
Campaign ID
A unique identifier assigned to a specific marketing campaign
Offer ID
A unique identifier assigned to a specific offer within a campaign
Timezone
The geographical region's standard time, used to determine the default time for passes issued from an offer.
User Initiated Redemption
A process where the user actively triggers the redemption of a coupon or offer, rather than it being automatically redeemed.
CSV import
The process of transferring data from a Comma-Separated Values (CSV) file into a system. This is often used for bulk uploading of coupon data
SmartPass Links
PassKit SmartPass Links are unique, encrypted URLs that, when clicked, generate personalised mobile wallet passes for Apple Wallet and Google Pay.
Zapier/Make integration
These are platforms that allow for the automation of workflows between different web applications. In the context of coupons, this could mean automating the creation and distribution of coupons based on specific triggers.
SDK's
SDK stands for Software Development Kit. In this context, SDK's will allow developers to integrate the coupon system into there own applications
Offer Settings
Access the Offer Settings
To access the Offer settings, head on over to the "Designs" page and click on the settings icon for the Offer you want to modify.
The Offer Details Page
Here, you can edit:
The offer title - For your reference and can be displayed on the pass
The offer short title - Short title reference for the offer
Fine print - The exclusions, limitations, or qualifications that can impact the offer
Offer Details - May include the discount type (percentage or fixed amount), applicable products/services, expiration date, minimum purchase requirements, and any usage restrictions or limitations.
Note: the Campaign ID and Offer ID fields are non-editable, so they will be greyed out.
Offer Date Settings
These define the date and time period that the coupon can be issued and redeemed, and any expiry rules.
Timezone - Set the default timezone for passes issued from this offer.
Offer Start Date - Defines what date/time the offer starts. Coupons cannot be issued before this date
Offer End Date - Defines what date/time the offer ends. Coupons cannot be issued after this date
Remove Offer End Date - Removes the offer end date so coupons can be issued indefinitely.
Redemption Start Date - Defines what date/time redemption starts. Coupons cannot be redeemed before this date.
Redemption Start Date - Defines what date/time redemption ends. Coupons cannot be redeemed after this date.
Remove Redemption End Date - Removes the redemption end date so coupons can be redeemed indefinitely (within the 90 day coupon validity period)
Expiry Date - Defines the expiry date for the Coupon. If not set all coupons will automatically expire after 90 days
Expires on redemption end date (requires a redemption end date to be set)
Expires on offer end date (requires an offer end date to be set)
Expires X days after enrolment. Set the number of days after the coupon is issued to determine the expiry date.
Expiry Date Provided on Issue. Set the expiry date when the coupon is issued. Typically this is used with CSV import, SmartPass Links, Zapier/Make integration or using our SDK's
Redemption
In this section you can enable User Initiated Redemption
For a full guide on user initiated redemption please see HERE
