Please note that your account does not generate coupon codes.
Uploading coupon codes
- Log into your account and export the contacts that should receive a unique coupon code. If these contacts are in a list, go to Lists > click on the list name > click “Export” on the top right.
- Format the export file by deleting all columns except for the email address column. Next to the email address column, add a Coupon Code column. Coupon code will serve as the name of your new custom field when we import this information later on.
- Generate your list of coupon codes from your 3rd party application.
- Copy the coupon codes and paste them into the Coupon Code column in the file you exported from your account.
- Now, we will need to import this file in order to assign the coupon codes to contacts. To do so, go to Contacts and click “Import.”
- Click “Import from file.”
- Select your file from your hard drive.
- On the import page, map your coupon code column to your custom field. If this field does not yet exist, select “Add New Field” from the Map into Field dropdown:
Select the field type that this field should be. In this example, we’re going to select “Text input.” Click “Next.”
Give your custom field and click “Save.” - In the “Import Options” box, click “Update existing contacts while importing” and click “Import Now.”
Note: you do not need to select a list as you are only updating contacts in your CSV file with a custom field
Once the contacts are updated, you will see the new custom field on the contact’s profile page:
In addition, we’ll also generate a personalization tag for your new field that you can use to insert into your outgoing communications:
Inserting coupon codes into a campaign
In order to distribute these codes to your contacts, you’ll need to insert the personalization tag for your coupon code field into your email. Once the contact receives the email, the value for that tag will automatically be inserted, replacing the tag itself.
To get started, open your campaign or automation email and select a text box. Then place your cursor where you want the tag to be inserted. Then click “Personalize.”
Select the Coupon code field from the “Add a personalization” modal by clicking it:
The personalization tag for your coupon field will be inserted:
Pro Tip: In order to test your email prior to sending this out to your contacts, you will need to send this email to a test contact that has a coupon code. Sending a test version of this campaign will not render values for personalization tags.