Voucher pools

Voucher pool is a place where you can import discount codes and coupons, which you can later use in a promotional campaigns through many marketing channels (email, SMS, mobile push, web push, and dynamic content).

The discount codes and coupons get two forms:

  • a text string
  • a barcode
    Accepted types of barcodes in Synerise:
EAN_13 EAN_8
EAN_128 CODE_39
ITF_14 CODE_128
POSTNET QR-CODE
UPC-A UPC-E
WARNING: Codes in a business profile must be unique across pools. A code used within one pool cannot be used within the other.

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Procedure


To distribute vouchers in a campaign perform the following steps in the described order:

  1. Add a code pool
  2. Import codes to the code pool
  3. Distribute codes in the campaigns
Important: This feature doesn’t provide the logic of voucher usage - you must implement it on your own and connect it with Synerise - so information about the voucher usage is passed to Synerise.

Adding a code pool


First, you need to create a pool to which you import the codes.

A form for adding a pool
A form for adding a pool
  1. Go to Image presents the Data Management icon Data Management > Voucher Pools > Add pool.
  2. On the pop-up, fill in the following fields:
    1. In the Pool name field, enter the name of the pool (the name is only visible on the list of the voucher pools).
    2. Optionally, from the Barcode type dropdown list, select the type of codes which will be imported in the CSV file to Synerise.
      Important: The selection in the dropdown has no influence on the further process. It serves only informational purposes for the users.
    3. Optionally, in the Voucher prefix field, enter a number that will be added to the beginning of each code.
    4. In the Emission start and Emmision end fields, select the dates when the distribution of the codes starts and finishes, respectively.
    5. Optionally, to limit the size of the pool, fill in the Pool limit field.
    6. Optionally, in the Limit per client, define how many times a customer can get this voucher from the pool.
    7. Optionally, in the Description field, enter the internal description of the pool that is visible only on the list of voucher pools.
  3. Confirm by clicking Apply.
    Result: Your code pool appears on the top of the list.

Importing codes to the pool


After you created a pool, add or import codes to the pool.

An empty voucher pool
An empty voucher pool
Tip: Synerise does not validate if the codes you upload match the pool type.
  1. Create a CSV file with one column only. This column must contain the codes and it cannot have a header.
    Important: A file can contain up to 2000 codes.
  2. Go to Image presents the Data Management icon Data Management > Voucher Pools.
  3. Double-click the code pool to which you want to import the file with codes.
  4. Click Import.
  5. From your computer, select the file with codes.
    Result: A list of codes is uploaded.
Note: You can also add the codes manually by clicking Add record.

Distributing codes in the campaigns


When you have discount codes in the pool ready for the distribution, add the pool of codes to a campaign.
You can distribute discount codes in the following campaigns:

WARNING:

There are no automatic warnings from the system when:

  • The voucher pool you use in a campaign is inactive.
  • All codes in an active voucher pool are already assigned.
  • The voucher pool is inactive, but there are still some codes unassigned.
    You must control it on your own.

Click here to learn how to add a code in the form of a text string

Note: As an example, the procedure describes distributing codes through an email campaign.
  1. Go to Image presents the Campaigns icon Campaigns > Email > Create new.
  2. In the Content section, click Create message.
  3. Select Code editor.
    Tip: Adding discount code pool is also possible in Drag&drop builder. Perform steps from 4-7.
  4. On the upper right side, click Image presents the Inserts icon.
    Results: A pop-up appears.
  5. On the pop-up, from the dropdown list, select Pools.
  6. Click the name of the voucher pool you want to use in the campaign.
    Result: A Jinjava code appears.
  7. Copy the Jinjava code.
  8. Paste it in the HTML section.
    Results: The left window in the screen below presents the preview for a selected customer (the preview option is on).
Implementing a discount code in the form of a string in an email
Implementing a discount code in the form of a string in an email

Click here to learn how to add the code in the form of barcodes

Note: As an example, the procedure describes distributing barcodes (type EAN_39) through an email campaign.
  1. Go to Image presents the Campaigns icon Campaigns > Email > Create new.

  2. In the Content section, click Create message.

  3. Select Code editor.

  4. In the HTML section, enter the following code:

        {% vouchervar id=ID_of_voucher_pool  %}
     {% barcode code= {{voucher_result}}, gray=true, type=barcode_type, hrp=BOTTOM %}
     {% endvouchervar %}
     
  5. Replace ID_of_voucher_pool with the actual ID of your voucher pool. To get the ID of the voucher pool:

    1. On the upper right side, click Image presents the Inserts icon.
      Results: A pop-up appears.
    2. On the pop-up, from the dropdown list, select Pools.
    3. Click the name of the voucher pool you want to use in the campaign.
      Result: A Jinjava code appears.
    4. Copy the value between {% voucher %} and {% endvoucher %} tags.
      Value between {% voucher %} and {% endvoucher %} tags
      Value between {% voucher %} and {% endvoucher %} tags
    5. Paste it to the Jinjava code instead of ID_of_voucher_pool.
  6. Edit the values for type and hrp parameters according to this instruction.

    WARNING: The barcode type must match the type of codes stored in the voucher pool.

Results: The preview mode for a specific customer is unused for this configuration.

Implementing a discount code in the form of a barcode in an email
Implementing a discount code in the form of a barcode in an email

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