E-Commerce Marketers often need to include 1-time use promotion codes in their marketing. Blueshift makes it easy to create Promo Codes and dynamically allocate them. However, redemption and validation will have to be managed by your e-commerce system.

To add promotions to your campaigns, complete the following steps:

  1. Prepare a CSV of promo codes
  2. Create a Promotion Code Bucket
  3. Use Promotion Codes in Your Templates
  4. Use Promotion Codes in Your Campaigns
  5. Track Distribution
  6. Monitor Alerts
  7. Add promotion codes to existing bucket if required

Important

  • Promo code syntax must be inserted in the template.
  • The promotion bucket must be linked to the campaign.
  • Campaigns will stop executing if you run out of promotion codes.
  • Promo codes can only be tested on a launched campaign. Test Sends will not pull from the promo code bucket.

1. Create a CSV

Create a .csv file with a single promotion code per row. Do not include a header row in the CSV file.


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2. Create a Promotion Bucket

Create a new promotion bucket by navigating to the Promotions tab and clicking on the +New button. Upload the csv created in the previous step.

The Promotion Type field is mainly used for reporting and does not affect promo code values.


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3. Use Promo Codes in Your Templates

You will need to reference the promo code in your email, push, or SMS templates.

To include a promotion in the template insert the following syntax: {{user.promo_code}}. When the message is sent to the user, this is replaced with the promotion code you associate with the campaign.

You can also use the promo code that gets generated after you create the promotion bucket in step 2. You can then insert the following syntax in your template: {{user.promotions.'promotion_id'}}

Note: Using the {{user.promotions.‘promotion_id’}} syntax works only if the promotion_id you use in the campaign matches the promotion_id you reference in the template. If there’s a mismatch, the messages will go out without any promo code. As such, we recommend that you use the generic promo code reference, {{user.promo_code}}, instead of using the promo code, {{user.promotions.promotion_id}}, in your template.


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4. Use Promotion Codes in Your Campaigns

Finally, associate the promotion code with the campaign from the Send Settings on the Messaging tab of each applicable trigger.

  Note

When you set up a campaign, you must specify the promotion code you want to set on the Messaging tab of each applicable trigger. If you do not set the promotion code on the trigger, the promotion will not be included in the message and the message will render a blank promotion instead.

Important: Will a user receive the same promotion code for multiple touch points from a given campaign?

In a campaign journey, the promotion code sent to a user at different touch points is the same as long as the promotion bucket is the same. The promotion code sent to the user depends on the following criteria. If any of these is different, the promotion code sent is different.

  • User
  • Campaign
  • Promotion bucket (i.e. promotion_id)

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5. Track Distribution

Once you have launched promotion code-based campaigns, you can monitor the distribution of promo codes on the main Promotions page.


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6. Alerts

Blueshift will send you an alert based on the notification settings and email recipient(s) defined during setup.


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7. Additional promotion codes

If you are running out of codes and/or need to add more codes to an existing bucket, simply edit the bucket and upload a new CSV file. Follow the same format as in step 1.

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