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🎫 Discount Codes

The Discount Codes section allows you to provide and manage discount codes for customers who have requested incentives with type "discount". When you approve a customer's incentive request, you can fulfill it by providing a discount code through the Incentise platform. Important: Incentise does not generate or process actual discount codes - you create the actual codes in your external systems and input them into Incentise to deliver them to your customers.

Understanding Discount Code Fulfillment​

🏷️ How Discount Codes Work in Incentise?​

The discount codes feature in Incentise is designed to fulfill customer incentive requests. Here's how the process works:

  1. Customer Requests Incentive: Existing or prospective customers submit incentive requests with type "discount"
  2. Business Reviews Request: You review and approve qualifying incentive requests
  3. Business Provides Discount: You create discount codes in your external system and input them into Incentise
  4. Customer Receives Code: The customer receives the discount code through the Incentise app

This allows you to:

  • Fulfill approved customer incentive requests efficiently
  • Provide personalized discount codes to customers
  • Maintain records of codes given to specific customers
  • Track the lifecycle of customer incentive fulfillments

📝 Important Note​

Incentise is a delivery and management system for customer incentive fulfillment. The actual discount codes are generated and managed by your external applications (e-commerce platforms, payment processors, etc.). Incentise helps you deliver these codes to customers who have requested discount incentives and maintain records of what codes you've provided to whom.

Available Discount Code Types​

🎯 Discount Types You Can Track​

  • Percentage: Track percentage-based discounts (e.g., 10% off)
  • Fixed: Track fixed amount discounts (e.g., $5 off)
  • Free Shipping: Track free shipping promotions
  • Buy One Get One (BOGO): Track BOGO offers
  • Tiered: Track tiered discount offers
  • Bundle: Track bundle discounts
  • First Time: Track first-time customer discounts
  • Referral: Track referral program discounts
  • Seasonal: Track seasonal promotions
  • Clearance: Track clearance sale codes

🔐 Code Visibility Types​

  • Public: Codes available to all customers
  • Private: Codes for specific customer groups
  • Group Only: Codes for particular user groups
  • Single Use: One-time use codes

Adding Discount Codes for Customer Incentive Requests​

📝 How to Fulfill a Customer Incentive Request with a Discount Code​

  1. Review Incentive Request: Check pending customer incentive requests with type "discount"
  2. Approve the Request: Decide to fulfill the customer's incentive request
  3. Create Discount Code: Generate the actual discount code in your external system (e.g., Shopify, WooCommerce)
  4. Add Code to Incentise: Input the code details into Incentise to deliver it to the customer
  5. Provide to Customer: The customer receives the discount code through the Incentise app

⚙️ Required Information​

Basic Details​

  • Name: Internal name for your discount (for your reference)
  • Code: The actual discount code string (as created in your external system)
  • Description: General description of what the discount offers
  • Description How to Use: CRITICAL - Clear, detailed instructions for customers on how to use this discount code

Code Classification​

  • Discount Type: Select the type of discount this represents
  • Code Type: Choose the visibility/usage type
  • Status: Set as Active, Inactive, or Expired

Validity Period​

  • Valid From: When the code becomes active (optional)
  • Valid To: When the code expires (optional)

🚨 Critical Requirement: Usage Instructions​

You must provide clear instructions in the "Description How to Use" field. This should include:

  • Where customers can use the code (your website, app, etc.)
  • How to apply the code (at checkout, in cart, etc.)
  • Any conditions or restrictions
  • Step-by-step instructions if needed

Example: "Enter code SAVE20 at checkout on our website. Valid for orders over $50. Cannot be combined with other offers."

Managing Your Discount Code Records​

📊 Viewing Your Records​

  • Active Codes: Currently valid discount codes
  • Inactive Codes: Codes that are temporarily disabled
  • Expired Codes: Codes that have passed their end date
  • Search Function: Find specific codes by name or code

🔍 Available Actions​

  • View Details: See all information about a discount code
  • Edit Records: Update code information (name, descriptions, dates, status)
  • Copy Code: Quickly copy the discount code to clipboard for sharing
  • Delete Records: Remove discount code records (only if not in use)

⚡ Management Features​

  • Search: Find codes by keyword
  • Filter: View codes by status or type
  • Bulk Management: Handle multiple records efficiently

Best Practices for Record Keeping​

📋 Documentation Standards​

  1. Consistent Naming: Use clear, descriptive names for internal reference
  2. Detailed Instructions: Always provide comprehensive usage instructions
  3. Regular Updates: Keep status and dates current
  4. Complete Information: Fill in all relevant fields

🎯 Organization Tips​

  1. Use Clear Naming Conventions: Consider prefixes like "HOLIDAY2024_" or "NEWCUSTOMER_"
  2. Update Status Regularly: Mark codes as expired when they're no longer valid
  3. Document Restrictions: Include any limitations in the usage instructions
  4. Track Campaigns: Group related codes by campaign or season

📈 Tracking Benefits​

  1. Campaign Overview: See all your promotional activities in one place
  2. Team Coordination: Share discount information across your team
  3. Historical Records: Maintain records of past promotional campaigns
  4. Customer Support: Quickly reference discount details when helping customers

Integration with Your Business Systems​

🔗 How This Works with Your External Systems​

  1. Customer Requests Incentive: Customer submits incentive request with type "discount"
  2. Business Approves: You review and approve the customer's request
  3. Create Code Externally: Generate actual discount code in your e-commerce platform
  4. Input in Incentise: Add the code details to Incentise to deliver to the customer
  5. Customer Receives: Customer gets the discount code through the Incentise app

💡 Workflow Example​

  1. Customer "John Doe" requests a discount incentive for a potential purchase
  2. You approve John's request and create a "JOHNSAVE15" discount code in your Shopify store offering 15% off
  3. Add the code in Incentise with:
    • Name: "John Doe - 15% Discount Incentive"
    • Code: "JOHNSAVE15"
    • Description: "15% discount incentive for approved customer request"
    • How to Use: "Enter JOHNSAVE15 at checkout on our website. Valid for your next purchase within 30 days."
    • Type: Percentage
    • Status: Active
  4. John receives the discount code through the Incentise app and can use it for his purchase

Common Use Cases​

🎯 Customer Incentive Fulfillment​

  • Provide discount codes to existing customers who request incentives
  • Offer discounts to prospective customers considering a purchase
  • Fulfill customer loyalty and retention incentive requests
  • Deliver personalized discount incentives for specific customer scenarios

🎁 Customer Engagement​

  • Respond to customer feedback with discount incentives
  • Provide compensation for service issues through discount codes
  • Offer incentives to customers who refer new prospects
  • Deliver welcome discounts to new customers who requested incentives

🤝 Customer Relationship Management​

  • Fulfill discount requests from high-value customers
  • Provide incentives to customers at risk of churning
  • Offer discounts to customers who engage with your business
  • Deliver special pricing to customers who submit qualifying requests

Important Reminders​

⚠️ What Incentise Does NOT Do​

  • Generate actual discount codes
  • Process discount validations
  • Calculate discount amounts
  • Integrate with payment systems
  • Automatically apply discounts

✅ What Incentise DOES Do​

  • Deliver discount codes to customers who requested incentives
  • Store discount code information for customer fulfillment
  • Help you manage customer incentive request workflows
  • Provide a platform for customer-business incentive interactions
  • Track which codes were given to which customers

📝 Your Responsibilities​

  1. Review and approve customer incentive requests with type "discount"
  2. Create actual codes in your e-commerce or payment system
  3. Provide clear usage instructions for customers receiving the codes
  4. Input codes into Incentise to deliver them to approved customers
  5. Ensure codes work in your actual business systems

The Discount Codes feature in Incentise is designed to help you fulfill customer incentive requests efficiently and maintain clear records of what discounts you've provided to specific customers. Think of it as a bridge between customer requests and business fulfillment, making it easier to manage and deliver personalized discount incentives to your existing and prospective customers.