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--- en:how_to_include_coupons [2017/07/28 11:34] – bk
+++ en:how_to_include_coupons [2025/02/27 15:23] (current) – bk
@@ Line 1: / Line 1: @@
-====== How to include coupons in a mailing ======
+====== How do I integrate coupon codes into my mailing? ======
-==== Import ====
+You can find a list of all coupon codes that have already been imported under Content > Coupon codes. The remaining amount is reduced after each delivery that uses codes from the corresponding list and assigns one to each recipient.
-Address data can be added to the promio.mail system using the target-group import. After a successful import, these address data are available in promio.mail as a target group.
-<note warning> Only upload addresses from which you have an **“Opt-in”**. This means that the owners of the addresses have actively and knowingly allowed you to store and use the address and further personal data to contact them! In the event of complaints, in cases of doubt, you must be able to prove where and when you obtained the address. </note>
+===== Import of coupon codes =====
-=== Preparation ===
+  - Import coupon codes into promio.connect by going to the menu item //Content > Coupon code lists// and then clicking the button on the bottom right. \\ {{:en:content_codes.png?nolink&200|Neue Gutscheincode-Liste}}.
+  - Select the directory that contains the coupon code list you want to import. After selecting your file, click the //Start upload button//.
+  - After successfully importing the list, it is advisable to check the codes and their amount (remaining quantity) in the coupon //code table//.
-Before address data can be imported into promio.mail, these must be stored as a csv or txt file in the FTP or SFTP folder of the current client (or alternatively the client which you logged into). The address data must be stored in the upload/manual (FTP) folder or the incoming/upload/manual (SFTP) folder.
+===== Integrating the coupon codes in your message =====
-<note>
-To import addresses, you will need an FTP client with which you can securely load data to our server. Filezilla is an example of a free client with which you can upload data straightforwardly.
-The access data for the FTP folder of your client will have been made available to you as arranged by promio.net.</note>
-=== Import target group step 1 ===
+  - Switch to your campaign by going to the menu item //Delivery > Drafts//.
+  - In the detail view of your message, select the imported coupon code list using the three dots at the top right. Select //Assign coupon code list// and click //save//. \\ {{:en:delivery_drafts_coupon_code_list.png?nolink&300|Zuordnung Gutscheincodes zu E-Mail}} \\ \\
+  - Now the imported list is connected to your message. Insert a coupon by entering the variable $code in the e-mail’s text. \\ The variable can also be used in links (when sending out invitations to a survey, for example).
-{{:en:import1.png?nolink|}}
+A coupon code list can be assigned to multiple messages.
-For the first step of the address import, the directory containing the address file to be imported must first be selected. The file list then displays all available files. The sorting and sort order of this list can be adapted. The file to be imported must be marked by clicking on it, and the selection must be confirmed by clicking on OK. The import mode is a default.
+You can check whether the correct list is assigned in the //Quality Control// or in the //Assign Coupon Code List// action.
-=== Import target group step 2 ===
+<WRAP round info 40%>
+The $code variable is displayed in the preview on the creative's detail page or in the email editor. It is not displayed in the test email.
+</WRAP>
-The properties of the selected address file can be viewed in the upper part of the view, e.g. the file name, the row-count and column-count, as well as the delimiters between the individual columns. In the lower part, the column types defined in promio.mail, as well as a sample of the address file can be seen.
+<WRAP round tip 40%>
+Under //address research -> mailing history//, you can find out which coupon code has been assigned to a user.
+</WRAP>
-{{:en:coupons_step1_import_en.png?nolink|}}
+===== Unassign from a coupon code list =====
-For the second step of the address import, all columns of the address file to be imported must be assigned to the data fields available in promio.mail. In other words, it must be decided which column of the csv contains the first name, for example, which column contains the post code, or the location etc. Only by doing this can the information for a personalised address in a mailing, for example, be correctly obtained in promio.mail.
+  - Select your campaign by going to the menu item //Delivery > Drafts//.
+  - In the detail view of your message, select //Assign coupon code list// using the three dots at the top right.  \\ Remove the assignment to a coupon code list by selecting //Remove assignment//.  \\ Selecting this entry shows //Please select// in the dropdown and delete the assignment from the list when saving.
+ \\ {{:en:delivery_drafts_coupon_code_list.png?nolink&300|Zuordnung Gutscheincodes zu E-Mail}} \\ \\
-Assign the columns using drag & drop, by dragging the individual column types into the respective unlabelled column heading in the sample. promio.mail automatically recognises individual columns – please check the accuracy of columns which have already been assigned. If a column has been assigned wrongly, you can remove this by clicking on the red cross.
-{{:en:import2_options.png?nolink|}}
-If all necessary columns have been assigned, the default settings can – if necessary – be further adapted under options. Here, settings such as the character set of the address file can be changed, and other optional settings can be made. Next, confirm the assigned columns and settings with OK.
+<WRAP round info 40%> The action //Assign coupon code list// is not available for: \\
+* messages in tracking and network tracking campaigns  \\
+* DOI messages \\
+* web push, app push, SMS, voice, print
+</WRAP>
-The import process can take up to several minutes. The completion of the started job can be followed in the Job queue. After a successfully completed import, the imported address data are available as a target group in the target-group administration. This can be further edited or used for delivery.
-<note tip>Keep in mind that email addresses with a false syntax will automatically be filtered out during the import. Internal duplicates within a file are also recognised. In other words, depending on the setting of the unique attribute of the current client (default: email; alternative: custID) only the first record will be imported if the csv file contains the same email address (or the same custID) multiple times. Email addresses on the blacklist will also be filtered out automatically during import.</note>
-=== Assign target group (without new import) ===
-As an alternative to the address-data import, a single-column list of IDs or email addresses can be assigned to create a target group containing only address data which are already present in promio.mail.
+{{tag>coupons codes coupon code}}
-The uploaded csv file must only contain one column, which only contains either IDs created by promio.mail (promio ID), client IDs (custID) or email addresses (email).
-In step 1 of the address import, the corresponding selection must be made under mode (Assign target group).
-{{:en:import1_importmode.png?nolink|}}
-Step 2 is omitted. After confirming the selection of the address file, the process is started in the Assign target group mode, and this can be followed in the queue and creates a target group in the Administration.
-{{tag>E-Mail Coupons Import FTP-Client}}

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