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--- en:how_to_include_coupons [2020/06/18 10:20] – bk
+++ en:how_to_include_coupons [2025/11/20 10:44] (current) – [Unassign from a coupon code list] bk
@@ Line 1: / Line 1: @@
 ====== How do I integrate coupon codes into my mailing? ======
+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.
-=== Import of coupon codes ===
-  - Import coupon codes into promio.connect by going to the menu item //Content > Coupon codes// and then clicking the button on the bottom right.
+===== Import of coupon codes =====
-{{:en:content_codes.png?nolink&300|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//.
+  - 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//.
-=== Integrating the coupon codes in your creative ===
+===== Adding new coupon codes =====
+When the codes in a coupon code list are running low, you can add more codes directly to that list.
+Under //Content -> Coupon Code Lists//, you can select the list to which codes should be added. Using the plus symbol in the upper right corner, you can easily upload an additional file containing codes to the list. The file should be single-column and in CSV format, similar to creating a code list.
+{{:en:content_add_codes.png?nolink&350|Add coupon codes}}
+Submitting the action will add the codes to the list.
+<WRAP round info 100%>
+For existing code lists, the codes will be added without duplicate checking.
+For newly created code lists, the codes will be added without duplicates. If the added file contains only codes that are already in the list, the list will remain unchanged.
+</WRAP>
+The message displays both the number of codes added (imported) and the total number of codes available in the list after the import (size).
+===== List of assigned messages =====
+The details page of a coupon code list under //Content -> Coupon code lists// provides the following information:
+* Available: Number of codes currently included in the code list. This number decreases by the number of recipients when the code list is assigned to a letter and sent. The number increases when codes are added to the list.
+* Added: Number of codes added to the list. The Added count increases when codes are added to the list.
+* Used or Deleted: This count is calculated as the difference between //Available// and //Added//. The Used count increases by the number of recipients when the code list is assigned to a letter and sent.
+Below this, you will find the //Assigned messages// list. This displays all messages of the current client to which the relevant coupon code list is assigned.
+The following columns are displayed:
+| ID | Creative ID |
+| Campaign type | Type icon of the campaign matching the creative, e.g., Standard, Auto |
+| Campaign status | Status of the campaign matching the creative: Draft or Sent |
+| Name | Name of the creative |
+| Campaign | Name of the campaign |
+{{:en:content_codes_creatives.png?nolink&600|List of associated creatives}}
+<WRAP round info 100%>
+A coupon code list associated with a creative cannot be deleted, regardless of the campaign status.
+Exception: the code list is empty.
+</WRAP>
+===== Integrating the coupon codes in your message =====
   - Switch to your campaign by going to the menu item //Delivery > Drafts//.
-  - In the detail view of your creative click on the tab //Coupons// (to be found in the Settings area). Select your imported coupon code list
+  - 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}} \\ \\
-{{:de:delivery_draFTS_CODE_LIST.png?nolink&700|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).
-  - Now the imported list is connected to your creative. 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).
-  - You can check whether the coupon code list has been properly assigned by sending a test e-mail: here, the list’s name and a sample code from the list in question will be displayed. <WRAP round info 40%>The code itself is not visible in the e-mail preview.</WRAP>
+A coupon code list can be assigned to multiple messages.
+You can check whether the correct list is assigned in the //Quality Control// or in the //Assign Coupon Code List// action.
+<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>
+<WRAP round tip 40%>
+Under //address research -> mailing history//, you can find out which coupon code has been assigned to a user.
+</WRAP>
+===== Unassign from a coupon code list =====
+  - 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}} \\ \\
+<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>
+A tutorial on uploading and using coupon codes can be found here: \\
-Go to //Content > Coupon codes// to view a table with all imported coupon codes. The //remaining Amount// is reduced after each delivery that uses codes from the corresponding list and assigns one to each recipient.
+<html>
+<iframe class="md-youtube-embed" width="560" height="315" src="https://www.youtube-nocookie.com/embed/wsbutV4eWsg?si=B_xV5SUJbttGukIA&rel=0" title="YouTube video player" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe>
+</html>
-{{tag>E-Mail Coupons coupon codes Import FTP-Client}}
+{{tag>add coupons codes coupon code}}

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