> ## Documentation Index
> Fetch the complete documentation index at: https://chatbotx.io/docs/llms.txt
> Use this file to discover all available pages before exploring further.
# Create and Manage Coupons
> Create and manage Coupons in ChatbotX: organize coupon topics, import codes, distribute coupons in Flows, and track their usage.
**Coupons** helps you store discount codes and assign a unique code to each customer. Use this feature for new customer offers, giveaways, or limited promotions.
Each group of codes is managed in a **Topic Coupon**.
## Understand Topic Coupons and Coupons
| Component | Function |
| ---------------- | ---------------------------------------------------- |
| **Topic Coupon** | Groups codes that belong to the same promotion. |
| **Coupon** | A specific code imported and assigned to a customer. |
| **Status** | Shows whether a Coupon has been assigned. |
| **Usage** | Shows whether a Coupon has been used. |
Create a Topic Coupon first, then import codes into that Topic. The **Set up Coupon** Action assigns a code from the Topic and saves it to the customer's information.
## Open Coupons and create a Topic Coupon
Select **Tools** from the left menu.
Click the **Coupons** card to open the management page.
Select the **Topic Coupon** tab. The **List Topic** page shows each Topic name, Coupon count, validity period, and Actions menu.
Click **+ Create New** to open the Topic Coupon creation dialog.
Enter a **Name**, select a **Validity period** if the promotion has an expiration date, and add a **Description** when needed.
Click **Create** to save the Topic Coupon.
If you do not select a **Validity period**, the validity column displays **Unlimited**.
### Edit or archive a Topic Coupon
Open the three-dot menu in the **Actions** column to choose one of these options:
* **Edit**: Change the name, validity period, or description.
* **Archive**: Move the Topic Coupon to the Archive tab.
A Topic Coupon in **Archive** cannot assign Coupons. Open the **Archive** tab to manage, restore, or delete Topics you no longer use.
## Import and manage Coupons
### Prepare the import file
Download the template from the **Download import template** link in the **Import coupons** dialog. The CSV file uses one column named `coupon`:
```csv theme={null}
coupon
WELCOME10001
WELCOME10002
WELCOME10003
```
Each row contains one unique code. Check for duplicate codes and remove empty rows before importing the file.
### Import and download the Coupon list
On the **Coupons** page, select the **Coupon** tab.
This page includes Topic, Status, and Usage filters, a **Search code** field, and the Coupon list.
Click **Import coupons** to open the import dialog.
In the **Topic** field, select the Topic Coupon that will receive the new codes.
Select the prepared CSV file. The filename appears in the upload area after the system receives it.
Click **Confirm** to import the codes into the selected Topic Coupon.
After the import, the Coupon table displays the **Topic**, **Code**, **Status**, **Usage**, and **Created At** columns.
Use the following tools together to find Coupons:
* **All topics**: Filter by Topic Coupon.
* **All statuses**: Filter by assignment status.
* **All usage**: Filter by usage status.
* **Search code**: Find a specific code.
Click **Download Coupon List** to download the Coupon list with its current statuses.
## Distribute Coupons in a Flow
### Add a Topic Coupon Action
Create or open a **Send Message** block in Flow Builder.
Click **Create**, then select **Actions**.
Open the **Tools** group and select **Topic Coupon**.
In the **Type** field, select **Set up Coupon** or **Mark Coupon used**.
In the **Topic** field, select the Topic Coupon the Flow will use.
Click **Continue** to add the Action to the **Send Message** block. Click **Update** when you need to reopen its settings.
The Topic Coupon Action has two settings:
| Setting | Function |
| -------------------- | --------------------------------------------------------- |
| **Set up Coupon** | Assigns a Coupon from the selected Topic to the customer. |
| **Mark Coupon used** | Marks the customer's Coupon as used. |
### Check a Coupon with Condition
Use a **Condition** node to create Flow branches based on each customer's Coupon.
In the **Condition** node, click **Add Condition** to open the filter settings.
Open the field list. In the **Topic coupon** group, select the Topic you want to check.
Select **Has any value**, **Used**, or **Is** based on the condition you want to check.
When you use **Is**, select the value to compare in the third field.
Click **Save** to add the condition to the current Case.
| Operator | Condition checked |
| ----------------- | -------------------------------------------------------------- |
| **Has any value** | The customer has a Coupon from the selected Topic. |
| **Used** | The Coupon from the selected Topic has been marked as used. |
| **Is** | The Coupon matches the value selected in the comparison field. |
### Send a Coupon code in a message
Add or open **Send Text** content in the **Send Message** block.
Enter the fixed message content, such as `Your Coupon:`.
Click the `` icon in the editor. In the **Coupons** group, select the Topic Coupon you want to insert.
When the Flow runs, ChatbotX replaces this property with the Coupon code assigned to the customer in the selected Topic.
Run **Set up Coupon** before sending the Coupon field. This ensures the customer has a code that ChatbotX can insert into the message.
## Track Coupons by customer
### Filter customers in Contacts
The Coupon filter helps you find customers who received a specific code or used a code from a Topic.
Select **Contacts** from the left menu.
Open the filter panel and select **Add Condition**.
In the first field, select the Topic Coupon you want to filter.
Select **Has any value**, **Used**, or **Is** based on the customer list you need.
If you select **Is**, choose a comparison value. Then click **Save** to apply the filter.
The filter only changes the displayed list. Use the results to review or process the matching customer group.
### View Coupons in Inbox
Select **Inbox** from the left menu.
Select the customer you want to review from the conversation list.
In the contact profile on the right, open **Coupons**.
Each Coupon card displays the Topic name, assigned code, and usage status. **Not used yet** means the code has not been marked as used.
## Example: distribute a welcome Coupon to new customers
You have a Topic named `New Customer Welcome - 10% Off` with 30 imported codes from `WELCOME10001` to `WELCOME10030`.
The Flow starts with an offer message and a **Get Coupon** button. When a customer clicks the button, the Flow follows these steps:
The customer clicks **Get Coupon** in the offer message.
The **Condition** node uses **Has any value** to check whether the customer already has a Coupon from the Topic.
If the condition matches, the Flow sends the customer's saved Coupon code again.
If the condition does not match, the Flow runs **Set up Coupon** to assign a code from the Topic.
The Flow sends a message containing the **Coupons > New Customer Welcome - 10% Off** property.
This scenario checks for a Coupon before running **Set up Coupon**. The branch for customers who already have a code does not assign another Coupon.
A Topic Coupon in Archive cannot assign new codes. Confirm that the Topic is active before using it in a Flow.
Check the number of available Coupons in the Topic before starting the campaign.
Prepare enough codes for the expected number of customers. Make sure the CSV file has no empty rows or duplicate codes.