Coupon batch

Coupon Batch Properties

Coupon Batch Title

Text

Title or name of the coupon batch.

Required.

Prefix

Text

Option to automatically attach a prefix to the coupon code of coupons generated for the batch.

For example: if the Prefix is 'Promo', then the coupon codes will be Promo1, Promo 2, etc.

Note: Both a Prefix and a Suffix can be attached to coupon codes. For example: Promo 1 Spring, Promo 2 Spring, etc.

Suffix

Text

Option to automatically attach a suffix to the coupon code of coupons generated for the batch.

For example, if the Suffix is 'Spring', then the coupon codes would be 1 Spring, 2 Spring, etc.

Note: You can attach both a Prefix and a Suffix to coupon codes. For example, Promo 1 Spring, Promo 2 Spring, etc.

Minimum Number

Numeric

Starting number for coupon codes in the batch.

For example: if you enter 1000, then the coupon codes will be 1000, 1001, etc.

Maximum Number

Numeric

Ending number for coupon codes in the batch.

For example: if the minimum number is 1000 and the maximum number is 1003, then the coupon codes will be 1000, 1001, 1002, 1003.

Coupon Setting (What)

Coupon Title

Text

Title or name of the coupons included in the batch.

Required.

Description

Text

Description of the coupons.

Coupon Type

Dropdown list

Type of coupons, as selected from the following:

• Registration: applies a percentage or fixed dollar amount discount on registration fee.

• Merchandise: applies a percentage or fixed dollar amount discount on activity merchandise.

• Marketing: used to record response to marketing campaigns.

• Free merchandise: used when giving away free merchandise or for recording response to marketing campaigns.

• Daycare: applies a percentage or fixed dollar amount discount on registration fee.

• Usage Fee (Membership):  applies a percentage or fixed dollar amount discount on a usage fee

Note: If you have selected Merchandise or Free Merchandise, the Qualifying Merchandise section displays.

If you have selected Marketing, the Charge, GL Account, Discount Type, Discount Amount, and Discount Percent options do not display.

Coupon Category

Dropdown

Coupon category used to classify the coupons for reporting purposes.

Charge

Dropdown list

Charge that the coupons are attached to.

GL Account

Dropdown list

General ledger account that the coupons are linked to.

Discount Type

Dropdown list

The discount type, as selected from either Fixed Discount or Percentage Discount.

Discount Amount

Numeric

The discount amount that is linked to the coupons.

Required if you have selected Fixed Amount as the Discount Type.

Discount Percent

Numeric

The discount percentage that is linked to the coupons.

Required if you have selected Percentage Discount as the Discount Type.

Coupon Setting (When)

Date From

Date

Date when the coupons become valid.

Date To

Date

Date when the coupons expire.

Used Again In

Numeric

Option to reuse the coupons after their initial validity period.

For example: the coupons may be issued again by the agency for use in another activity or campaign after 6 months.

Enter a number then select either Days, Weeks, or Months from the dropdown list.

Days of Week

Checkboxes

Select the days of the week that the coupons are valid.

Weeks of Month

Checkboxes

Select the weeks of the month that the coupons are valid.

Months of Year

Checkboxes

Select the months of the year that the coupons are valid.

Coupon Setting (How Many)

Limited Quantity

Numeric

Total number of times that each coupon can be used.

If you want coupons to have unlimited usage, leave this field at its default of '0'.

Customer Settings

Customer List

Dropdown list

Select a customer list that was created in the custom list builder function (Communication > List Builder > Create Customer Lists).

Preview/Edit List

Hyperlink

Click this link to go you to the Report Definitions for Custom Lists page, where you can view the selection of custom lists.

Number of Coupons Per Customer

Numeric

The number of coupons allotted to each customer.

Email the Notification to Customer?

Checkbox

Select this option to send an email notification to customers.

When coupons are generated, ACTIVE Net automatically sends an email to customers defined in the customer list.

The coupon includes the coupon name and code, the number of uses remaining and the expiry date.

Coupon Setting (Qualifying Activities)

Activity

Listbox

Link to the Activity Search page, where you can select activities for which the coupons are valid.

Activity Category

Listbox

Link to the Activity Category page, where you can select activity categories for which the coupon is valid.

Season

Listbox

Link to the Season List page, where you can select seasons for which the coupon is valid.