Campaign and Vouchers Maintenance

In this article, we'll cover maintenance of your existing codes and campaigns including searching resources using built-in filters and metadata.

Contents

  1. Categories
  2. Code search
  3. Code search with advanced filters
  4. Delete a single coupon
  5. Delete a campaign
  6. Enable/disable coupons
  7. Enable/disable campaign
  8. Clone campaign
  9. Campaign search

Vouchers

Visit the Voucher section in the dashboard to find the list with all your unique codes (unique coupons, unique gift cards, referral codes, loyalty cards). 

Category

Organize codes into categories so you can filter them out quickly. A category can be created while creating a campaign or can be added in the detailed view of the voucher.

Voucher categories and tags


Find any coupon by typing a code into a browse field. The browse field is visible in every dashboard view.


Filter codes

Browse coupons by details such as:

  • Voucher code
  • Voucher type
  • Redeemed quantity - defines how many times the code was already redeemed
  • Campaign
  • Campaign status
  • Category
  • Start date
  • Expiration date
  • Creation date
  • Update date
  • Voucher status (active, expired, and so on)
  • Custom attributes assigned to a code as metadata
  • Go to the Vouchers view and choose Find and apply filters to set up searching criteria. 

    Set up filtering conditions and confirm with Apply.

    Please note that you can use many filters in one search, for example, you can filter out only expired gift cards or active loyalty cards created in a particular timeframe. There is no limit on the number of used filters. 


    Standalone codes search

    To list standalone codes in the Vouchers view, you need to set the filter Campaign is unknown.


    Delete single coupon

    Important note

    Remember to check Delete permanently option if you want to use the same code in the future promotions. Otherwise, the app won't allow you to recreate the same code in this project.

    Get rid of a coupon by using Actions > Delete. You need to choose between delete or delete permanently what means that afterward, users will be able to create a new voucher with the same code.


    Delete a Campaign

    Important note

    Remember to check Delete permanently option if you want to use the same campaign name in the future promotions. Otherwise, the app won't allow you to recreate the same campaign name in this project.

    Same as a single coupon, you can delete permanently entire campaign in its detailed view. Click on campaign name and to click the bin icon.


    Enable/disable coupons

    Once you disable coupon, redemption is not possible. As soon as the coupon is disabled, you can re-enable it for the campaign at any time.


    Enable/disable campaign

    A campaign can be active or disabled; as long as the campaign is disabled, vouchers cannot be redeemed.

    Go to the Campaigns view, click on campaign name, and press Disable to block campaign redemptions.


    Clone campaign

    If you release multiple similar campaigns and you are running short of time, you can clone an already existing campaign with one click. Visit the Campaigns tab, select the Campaign you would like to clone and duplicate it in the Campaign dashboard.


    You can filter out campaigns using predefined criteria. Go to the Campaigns section in the dashboard and choose Find and apply filters.

    You can use the following filters:

    • Campaign name (filter out particular campaign or exclude some campaigns from the results)
    • Campaign type (filter out or exclude discount campaigns, gifts, referral programs, loyalty campaigns or giveaways)
    • Start date (filter campaigns starting after or before a specific date, campaigns that have this date defined or with unknown start date)
    • Expiration date (filter campaigns expiring after or before a specific date, campaigns that have expiration date defined or with unknown expiration date)
    • Creation date (created after or before a specific date)
    • Custom attributes (filter campaign with or without specific metadata assigned)

    Confirm each filter with the plus (1) and Apply (2).

    All active filters are visible above the list (1). When you're ready, confirm with Apply to see the results (2). 

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