Overview

This integration allows you to import your pre-generated coupon codes into Zaius to use in your campaigns. You can use different coupon codes for various campaigns, segments, and can even assign a unique code based on a customer attribute (e.g., assign coupon codes exclusively to your repeat customers).

Values & Benefits

• Track which coupon codes have been assigned to your customers
• Re-use the same coupon code in reminder or follow-up touchpoints
• Give your Support Team insights into which coupon codes have been given to customers

How It Works

Configuration

1. Enable the Unique Coupon Upload app in Zaius’ App Directory. Click on the Coupon Codes tile, then click on the Install App button. 
2. After installing the app, switch to the Settings tab and click Authorize to allow Zaius to access the required Google Sheets APIs. We recommend designating a single Google user for this purpose. Make sure that all coupon sheets are shared with this designated user so as to prevent new Zaius users from having to re-authenticate in order to access new sheets.
3. If prompted by Google, confirm your target Zaius account.
4. The Get Google Sheet section will now be visible in your settings.

Importing Your First Coupons

1. Select the Google Sheet containing your first batch of coupon codes from the drop-down under the Get Google Sheet section.
   
   
   
2. Enter the Coupon Rule ID (rule_id) for the coupons in the list. If you specify an existing rule_id, you will be adding these coupons to the "pool" of available coupons for that rule_id. If you specify a new rule_id you will create a new "pool". You will use the rule_id you enter here when you are adding Liquid to your messages to request a coupon code in your campaigns. Note that the rule_id must be lowercase, alphanumeric with underscores.
   
   
   
3. Click Store Coupons to begin the import.

Using Your Coupons in a Campaign

Rendering a unique coupon code in an email is simple:

1. Add a variable name for your coupons to your copy, for example, {{coupon_code}}. Remember to request the correct rule_id in the code. (We are using “example_code” in our code snippets.)
2. Drag-and-drop a Raw HTML element to the top of your email and copy the following Liquid code into the container:
   {% assign coupon_code = app.unique_coupons.generate_coupon(rule_id: 'example_code', email: customer.email) %}

Best practice recommends adding a "utms" parameter, which (for emails) can be supplied the auto-utms of the campaign by sending the utm_params value, like so:

{% assign coupon_code = app.unique_coupons.generate_coupon(rule_id: 'example_code', email: customer.email, utms: utm_params) %}

Important Note: Keep an eye on the number of coupon codes you imported and the number of campaigns in which you use coupon codes. If the number of sends in your campaign exceeds the number of unassigned coupon codes, your sends will be aborted after the campaign has used up all the available unassigned coupon codes. You can keep track of the number of unassigned codes remaining for a specific rule in the App Directory, under the Settings tab of the Unique Coupon Upload app. If you need more coupon codes to complete a campaign and avoid aborts, you can upload a Google sheet with new codes, under the same rule_id. 

Limitations in Email

We currently don’t offer the capability to include a coupon code in the subject line and preheader of your email

Non-email channels

If a channel uses an identifier other than email address, you should use that channel's identifier for generating coupons. We have added shortcuts for both email (as indicated above) and phone.

You can specify these or any other customer identifier manually. We still advise you to include UTM parameters, but non-email channels do not typically have automatic parameters available, so you would have to specify them manually.

To use an SMS example, we would use the identifier phone like so:

{{ app.unique_coupons.generate_coupon(
  rule_id: 'example_code',
  identifier_field: 'phone',
  identifier_value: customer.phone,
  utms: '?utm_source=zaius&utm_medium=sms&utm_campaign=springblast&utm_content=discount')
}}

Or, using the shortcut which is available for phone as well as email, like so:

{{ app.unique_coupons.generate_coupon(
  rule_id: 'example_code',
  phone: customer.phone,
  utms: '?utm_source=zaius&utm_medium=sms&utm_campaign=springblast&utm_content=discount')
}}

Managing Your Coupon Rules

Under the Manage Coupon Rules section, you can click on the drop-down to view all the coupon rules you generated in Zaius. When you click the dropdown, it will dynamically assess which rules you have and how many codes remain in each pool. The rules displayed in this dropdown are each a valid "rule_id" available for use in liquid.

If you select a rule and then click the Purge Rule button, this will remove all remaining (undistributed) codes from that pool.

Requirements

• In order to import your coupon codes into Zaius, you must first generate them in your ecommerce platform, then load them into a Google Sheet. 
• The coupon files must be stored in Google Sheets and be accessible to the Google user who authenticates in Zaius.
• The Google Sheet must have been edited in the past 30 days.
• The coupon files must be a single-column and have no header row.
• You must include "zaius_coupons" in the names of the coupon files and use unique names that have never previously been imported.
• New uploads must consist entirely of codes which have never been previously imported to Zaius.

If you created a campaign using coupon codes prior to 11/23/2020

The setup for campaigns containing coupon codes changed as of 11/23. Please update your campaigns based on the following steps to ensure that they will function correctly: 

1. Update the code in your static variable:
   {% assign coupon_code = app.unique_coupons.generate_coupon(rule_id: 'example code', email: customer.email) %}
   Make sure that you update our placeholders for "coupon_code" and "example code" with your own names for the static variable and the rule_id. 
2. Copy the resulting code. 
3. Drag-and-drop a Raw HTML block to the top of your email.
4. Paste the code from the static variable into the Raw HTML block.
5. Return to the bottom of your email and delete the static variable, by clicking on the X icon. 

Watch our video where we show you these steps: