Create and Manage Coupons

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Understand Topic Coupons and Coupons

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Open Coupons and create a Topic Coupon

1

Open Tools

Select Tools from the left menu.

2

Select Coupons

Click the Coupons card to open the management page.

3

Open Topic Coupon

Select the Topic Coupon tab. The List Topic page shows each Topic name, Coupon count, validity period, and Actions menu.

4

Click Create New

Click + Create New to open the Topic Coupon creation dialog.

5

Enter the Topic information

Enter a Name, select a Validity period if the promotion has an expiration date, and add a Description when needed.

6

Click Create

Click Create to save the Topic Coupon.

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Edit or archive a Topic Coupon

• Edit: Change the name, validity period, or description.
• Archive: Move the Topic Coupon to the Archive tab.

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Import and manage Coupons

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Prepare the import file

coupon
WELCOME10001
WELCOME10002
WELCOME10003

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Import and download the Coupon list

1

Open the Coupon tab

On the Coupons page, select the Coupon tab.This page includes Topic, Status, and Usage filters, a Search code field, and the Coupon list.

2

Click Import coupons

Click Import coupons to open the import dialog.

3

Select a Topic

In the Topic field, select the Topic Coupon that will receive the new codes.

4

Upload the CSV file

Select the prepared CSV file. The filename appears in the upload area after the system receives it.

5

Click Confirm

Click Confirm to import the codes into the selected Topic Coupon.

• All topics: Filter by Topic Coupon.
• All statuses: Filter by assignment status.
• All usage: Filter by usage status.
• Search code: Find a specific code.

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Distribute Coupons in a Flow

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Add a Topic Coupon Action

1

Open Send Message

Create or open a Send Message block in Flow Builder.

2

Open Actions

Click Create, then select Actions.

3

Select Topic Coupon

Open the Tools group and select Topic Coupon.

4

Select a Type

In the Type field, select Set up Coupon or Mark Coupon used.

5

Select a Topic

In the Topic field, select the Topic Coupon the Flow will use.

6

Click Continue

Click Continue to add the Action to the Send Message block. Click Update when you need to reopen its settings.

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Check a Coupon with Condition

1

Open Add Condition

In the Condition node, click Add Condition to open the filter settings.

2

Select a Topic Coupon

Open the field list. In the Topic coupon group, select the Topic you want to check.

3

Select an operator

Select Has any value, Used, or Is based on the condition you want to check.

4

Select a comparison value

When you use Is, select the value to compare in the third field.

5

Click Save

Click Save to add the condition to the current Case.

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Send a Coupon code in a message

1

Add Send Text

Add or open Send Text content in the Send Message block.

2

Enter the message

Enter the fixed message content, such as Your Coupon:.

3

Insert the Coupon property

Click the </> icon in the editor. In the Coupons group, select the Topic Coupon you want to insert.

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Track Coupons by customer

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Filter customers in Contacts

1

Open Contacts

Select Contacts from the left menu.

2

Add a filter condition

Open the filter panel and select Add Condition.

3

Select a Topic Coupon

In the first field, select the Topic Coupon you want to filter.

4

Select an operator

Select Has any value, Used, or Is based on the customer list you need.

5

Click Save

If you select Is, choose a comparison value. Then click Save to apply the filter.

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View Coupons in Inbox

1

Open Inbox

Select Inbox from the left menu.

2

Select a conversation

Select the customer you want to review from the conversation list.

3

Open Coupons

In the contact profile on the right, open Coupons.

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Example: distribute a welcome Coupon to new customers