Coupons and settings

1️⃣ Create a new coupon

• Navigate to Incentives in the dashboard and select Coupons.
• Click on "Generate coupon" to create a new coupon.

2️⃣ Coupon settings

You can configure various settings that play an important role when redeeming the code:

• Name: Enter the name of your coupon.
• Points: Set the number of points customers receive for scanning the QR code.
• Number of coupons: Determine how many coupons should be generated with the same QR code.
• Validity period: Define when the QR code should be valid from and until.
• Location selection: Assign a location to trigger location-based actions or reviews via Facebook posts.
• Account selection: Assign the coupon to a user account

3️⃣ Extensions and limitations

• Name (required field):
  Enter the name/designation of your coupon here.
• Points (optional):
  Enter the number of points that customers receive for scanning the QR code here.
• Number of coupons (optional):
  Here you can specify how many coupons should be generated with the same QR code.
• Valid from - to (required field):
  Here you can specify a period during which the QR code should be valid.
• Location selection (optional):
  Here you can assign a location to the coupon. This is necessary in order to trigger location-based promotions or a rating via Facebook posting.
• Account selection (optional):
  Here you can assign the coupon to a user account.
• Activate coupon (optional):
  If you want to create a coupon that is invalidated after being scanned once and cannot be scanned by any other user, just activate "Activate coupon" and no other settings.
• Unlimited redemption (optional):
  Check this box if you want the QR code to be scannable an unlimited number of times.
• Facebook Posting (optional):
  If this option is enabled, customers will be asked if they would like to share a post on Facebook when redeeming the coupon. However, this requires that a location with a valid Facebook ID is stored.
• Redeemable once per user (optional):
  If activated, the same coupon can be scanned by different users. However, the same user can only scan it once.

4️⃣ Generate and manage coupons

• Once you have finished configuring the settings , click on "Generate."
• The coupon will now appear in the overview.
• Click on the coupon name to view details, edit settings, or export the data as a CSV file (e.g., for printing).
• Once created, it is possible to change the points: You will find the editing option directly below the coupon.

Create coupon - video tutorial:

5️⃣View & manage coupon details

👁️ Click on the eye icon to view all important information about your coupon:

• Redeemed coupons – See how many coupons have already been used.
• Status – Check whether the coupon is active or inactive.
• Create PDF cards – You can generate and download PDF cards directly from the detailed view.

6️⃣Generate PDF cards

• In the coupon details view , scroll down to "Generate PDF card."
• Upload a background image on which the QR code should be displayed.
• Click on " Generate PDF cards."
• A green field will appear, from which you can download the PDF file.

Create Coupon - Video Tutorial

Attention! Dashboard version has been updated.