Code pools

Code pools is a place where you can import discount codes, coupons, etc., which we be will used in a promotional campaign.

Remember that you can add up to 10 rebate codes manually. When you want to add codes using import option, it must be properly prepared, i.e. a CSV file, separated by commas, encoded in UTF-8 format.


Configure code pools

While working on the platform, you can add, edit and delete code pools in the assets section. Below you will find a description of how to do it.

In order to set up the configuration, go to Assets → Code Pools.


Add new pool

You can add a new property at any time on the platform. Below you will find a description of how to do it.

Screenshot presenting adding pools view in assets module in Synerise

  1. Click on Add pool button placed in the right up file explorer section corner.
  2. After the window new coupon pools appears, fulfill all required sections: pool name, voucher prefix (string of characters being a fixed part placed on the beginning at each coupon code), pool limit, limit per client (number of coupons from the pool that a single customer can use) and description.
  3. Choose the barcode type from the drop-down list and specify by clicking on the emerging calendar start and end of the coupon’s emission.
  4. Submit by clicking Save.

Screenshot presenting new coupons pool view in assets module in Synerise

Warning: After creating a code pool, it’s unique ID will appear in the URL. This ID refers to the entire code file. When creating a promotional campaign (promotions), enter the ID of these code in the campaign ID.

Edit existing pool

You can edit existing pool at any time you want. Below you will find a description of how to do it in a few simple steps.

  1. Search for a pool you want to edit using the search box marked with a magnifying glass placed above the number of the section.
  2. Click on the three dots on the right side of the pool view; you’ll see two options: edit and delete.
  3. Click on edit button.

Screenshot presenting editing existing coupon pool button in assets module in Synerise

  1. After clicking the edit button, the platform will take you to a window identical to one used for creating a new pool. Change chosen items and submit by clicking save.

Delete existing pool

Once you have added the pool, you can delete it from the system at any time. Below you will find a description of how to do it.

  1. Search for a pool you want to delete using the search box marked with a magnifying glass placed above the number of the section.
  2. Click on the three dots on the right side of the pool view; you’ll see two options: edit and delete.
  3. Click on delete button.

Screenshot presenting removing created code pool confirmation view in assets module in Synerise

  1. After clicking delete, a coupon pool removing confirmation statement will appear.
  2. Submit by clicking OK.
Warning: Before deleting the code pool, make sure that the promotion is no longer valid and/or the discount codes have expired.

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