Coupon Sets (serialized coupons)
Prism's Promotion module includes a Coupons area for creating "coupon sets." A coupon set is a batch of coupons that can be assigned to promotions for validation or reward. Coupon sets enable retailers to easily generate coupons that have a set of shared criteria (e.g., Start/End Dates, Prefix, Set ID).
Basic Steps for Coupon Sets
1. In the Promotions area, add a new coupon set.
2. Generate the coupons associated with the coupon set.
3. Create a promotion that references the coupon set. The coupons in a coupon set can be referenced on the Validation Rules screen or the Reward Rules screen, depending on whether the coupons will validate a promotion or be issued as a reward.
4. Issue and redeem the coupons at POS.
New Coupon Set
On the Promotions main screen, click the Coupons button on the bottom menu.
The Coupon Set screen is displayed. On this screen, users can work with an existing coupon set or create a new coupon set.
Click the New button on the bottom menu.
A screen for entering details for the coupon set is displayed. Refer to the table for information about the available fields.
Coupon Set Fields
|Set ID||(Required) Enter an identifier for the coupon set. The Set ID must be a number.|
|Set Name||(Required) Enter a name for the coupon set.|
|Code Prefix||Six-characters maximum. Enter the prefix that each coupon will have at the beginning of the code.|
|Set Start Date||The date when coupons in the coupon can be used at POS. Click the Calendar icon to select the first date when coupons in the set will be valid.|
|Set End Date||The date when coupons in the coupon set can no longer be used at POS. Click the Calendar icon to select the last date when coupons in the set will be valid.|
|Allowed Use||Select how often individual coupons in the coupon set can be used.
Once: Coupons in the set can only be used once.
Unlimited: Coupons in the set can be used an unlimited number of times.
Count: Coupons in the set can be used a specific count.
|Set Start Date when issued||The system will set the Start Date to be a certain number of days after the coupon is issued by a rewarding promotion only. Warning: Using the "Set Start | End Date when issued…" fields is a bad idea if not distributing/issuing coupons by a coupon promotion that rewards a coupon. In other words, if a retailer wants to distribute coupons, by email or snail mail instead of creating a coupon reward promotion, and they want to set Start/End dates on the coupons, they should not use "Set Start | End Date when issued…"settings.|
|Set End Date when issued||You can set the end date to be a certain number of days after the coupon is issued.|
|Generate Codes when unavailable||If you defined a Start Date and End Date for the coupon set, those dates will be entered. Users can modify the dates if needed. Note: If the Issued check box is selected, then the generated coupon codes will be marked as "Issued." But then if the Set is tied to a coupon-rewarding promotion, these coupons will NOT be issued.|
Sample new coupon set screen:
After entering details for the coupon set, click the Save button. Click the Close button.
Next, search for the coupon set you just created.
Select the coupon set and click the Edit button
The Coupon List pane for the coupon set is now active. The Coupon List area has a set of buttons at the bottom for working with coupons.
A modal is displayed for entering the number of coupons, etc. In the Count field enter the desired number of coupons.
If you defined a Start Date and End Date for the coupon set, those dates will be entered. Users can modify the dates if needed.
Note: If the Issued check box is selected, then the generated coupon codes will be marked as "Issued". If the check box is cleared, then coupon codes won't be marked as Issued until the code is issued at POS.
When ready, click OK.
The coupons are generated according to the instructions entered in the Coupon Details area.
Sample coupon list:
Edit Serial Coupon Code
To edit a coupon code, select the code and click the Edit button. You can edit the Coupon Code and/or Start and End Dates.
Assign Coupon Set as Validation or Reward
You can assign a Coupon Set as either a validation or a reward on a promotion.
- If a coupon set is referenced on the Validation screen, then a customer must present the coupon at POS to receive the promotion's reward.
If a coupon set is referenced on the Reward screen, then a customer will be rewarded with a coupon from the coupon set at POS (when the customer's purchases validate the promotion). And if the coupon is not marked as issued in the Coupon Set UI.
Assign Coupon Set as Promo Validation
On the Validation Rules tab, you will see a checkbox for Coupon.
Click the Coupon checkbox.
The UI refreshes. A Serialized checkbox is now available.
Click the Serialized checkbox.
When you click the Serialized check box, a dropdown for selecting a Coupon Set is displayed. Select the desired Coupon Set. (to add a new coupon set, click the Plus sign icon)
Assign Coupon Set on Promotion Reward Rules
1. If the Promotion Type is set to "Coupon," then on the Reward Rules screen, users will see a Coupon check box.
2. If you click the Coupon check box, the UI refreshes. Users can enter a single coupon code or click the Serialized checkbox and select a coupon set.
3. Upon clicking the Serialized checkbox, the UI refreshes again. Users can select a coupon set from the dropdown. Alternatively, users can click the checkbox to add a new coupon set on the fly.
4. Save the changes.
Instead of having Prism generate the list of coupon codes, you can import a .csv file that has a comma-separated list of codes. Prism will use the codes in the .csv file when generating coupon codes. On the Coupon Set screen, click the Import button. In the Import File field, click Choose File and navigate to the location of the .csv file. Select the file and click Open. Click OK to close the Import screen.
Sample Import Coupon screen:
Edit Coupon Sets to Reuse Coupons
Users can edit coupon sets as a group. Change the "Used" count for all coupon codes back to zero. This enables the coupon set to be reused again.
For example, a merchant gives a weekly coupon to each employee. The employees can use the coupon at the company's snack shop. The coupon given to the employees each week uses the same ID. The coupons never expire, but the coupon can only be used once per week. If the coupon is used, it is expired until the following week.
Using the new Edit Set button on the Coupon Set UI, a user can reset all the coupons, enabling them to be reused.
When the user clicks Edit Set, a modal opens. The changes made in the modal are applied to all coupons in the set. Editable values are "Issued", "Used", "Start Date" and "End Date".
Set Start | End Date when Issued to N Days from Issue Date
When creating a new coupon set, a pair of settings allow users to specify that the Start Date and/or End Date of the coupons will be a certain number of days from the Issue Date. These settings are typically only used when a retailer issues coupons manually to customers. When coupons are issued automatically to customers as a promotion reward, the Start and End Dates are based on the date the coupon is issued at POS. For example, a retailer may issue a coupon that will have a Start Date 14 days from the time it is issued and have an End Date 30 days from the issue date.
If the user checks the Issued Checkbox, Prism will populate the Start Date and End Date using the corresponding numbers from the days issued fields. The user can then select a different Start or End Date, if desired. Either date in the dialog can be left Open. If the user selects either a Start Date or End Date then checks the Issued checkbox, then Prism won't replace the selected date(s) with a calculated date. If dates are populated and the user unchecks the Issued checkbox, POS will override them when it issues a coupon from the set.