{"id":6953,"date":"2020-07-06T05:24:57","date_gmt":"2020-07-06T10:24:57","guid":{"rendered":"https:\/\/incust.com\/en\/?page_id=6953"},"modified":"2020-09-28T08:38:45","modified_gmt":"2020-09-28T13:38:45","slug":"coupons-s","status":"publish","type":"page","link":"https:\/\/incust.com\/en\/knowledgebase\/business-user-manual\/instruction-business\/series\/coupons-s\/","title":{"rendered":"8.2  Coupons: Create coupons series"},"content":{"rendered":"<div class=\"wpb-content-wrapper\">[vc_row][vc_column width=&#8221;2\/6&#8243;][vc_wp_custommenu nav_menu=&#8221;6&#8243; el_id=&#8221;stiky-menu&#8221;][\/vc_column][vc_column width=&#8221;4\/6&#8243;][mk_fancy_title size=&#8221;32&#8243; margin_bottom=&#8221;0&#8243; font_family=&#8221;none&#8221;]Coupons: Create coupons series[\/mk_fancy_title][vc_column_text css=&#8221;.vc_custom_1594041207528{margin-bottom: 0px !important;}&#8221;]When creating a series of coupons, you first need to choose the loyalty program to which this series will apply.\u200c \u200cThe\u200c \u200cselected\u200c \u200cloyalty\u200c \u200cprogram\u200c \u200cdetermines\u200c \u200c by\u200c \u200cwhich\u200c \u200cpoint\u200c \u200cof\u200c \u200csales,\u200c \u200ccashiers,\u200c \u200cgoods,\u200c \u200ccustomers,\u200c \u200cand\u200c \u200cby\u200c \u200cwhat\u200c \u200crules\u200c \u200cof\u200c \u200cthe\u200c \u200cloyalty\u200c \u200cprogram\u200c \u200ca\u200c \u200cseries\u200c \u200cof\u200c \u200ccoupons\u200c \u200cwill\u200c \u200cwork.\u200c \u200c<\/p>\n<p><strong>Coupon\u200c \u200cseries\u200c \u200cname<\/strong> &#8211; sets\u200c \u200cthe\u200c \u200cname\u200c \u200cthat\u200c \u200cyou\u200c \u200cas\u200c \u200cthe\u200c \u200cowner\u200c \u200ccan\u200c \u200csee,\u200c \u200cbut\u200c \u200cnot\u200c \u200cthe\u200c \u200ccustomer.\u200c \u200cHere\u200c \u200cyou\u200c \u200ccan\u200c \u200cspecify\u200c \u200cthe\u200c \u200cname\u200c \u200cthat\u200c \u200cis\u200c \u200cmost\u200c \u200cunderstandable\u200c \u200cto\u200c \u200cyou\u200c \u200cso\u200c \u200cas\u200c \u200cnot\u200c \u200cto\u200c \u200cget\u200c \u200cconfused\u200c \u200cbetween\u200c \u200cseveral\u200c \u200cother\u200c \u200cseries\u200c \u200cof\u200c \u200ccoupons.\u200c \u200c<\/p>\n<p><strong><span class=\"kix-wordhtmlgenerator-word-node\">The\u200c \u200c\u200c<\/span><span class=\"kix-wordhtmlgenerator-word-node\">\u201cPublic\u200c \u200c\u200c<\/span><span class=\"kix-wordhtmlgenerator-word-node\">Title\u200c<\/span><span class=\"kix-wordhtmlgenerator-word-node\">\u201d\u200c\u200c<\/span><span class=\"kix-wordhtmlgenerator-word-node\"> \u200cand\u200c \u200c\u200c<\/span><span class=\"kix-wordhtmlgenerator-word-node\">\u201cPublic\u200c \u200cDescription\u201d\u200c\u200c<\/span> <\/strong>&#8211; specify\u200c \u200cwhat\u200c \u200cinformation\u200c \u200ccustomers\u200c \u200cwill\u200c \u200csee.\u200c \u200cFill\u200c \u200cin\u200c \u200cthese\u200c \u200clines\u200c \u200cso\u200c \u200cthat\u200c \u200ccustomers\u200c \u200cwho\u200c \u200care\u200c \u200cinterested\u200c \u200cin\u200c \u200cusing\u200c \u200ccoupons\u200c \u200cunderstand\u200c \u200cwhat\u200c \u200cthey\u200c \u200cwill\u200c \u200creceive.\u200c \u200cWe\u200c \u200crecommend\u200c \u200cfilling\u200c \u200cout\u200c \u200cthe information\u200c \u200cin\u200c \u200cseveral\u200c \u200clanguages\u200c \u200c\u200b\u200bso\u200c \u200cthat\u200c \u200cmultilingual\u200c \u200ccustomers\u200c \u200ccan\u200c \u200csee\u200c \u200cyour\u200c \u200ccoupons.\u200c \u200c<\/p>\n<p><span style=\"font-weight: 400\">Download a colorful image that will illustrate the coupons in the series and display visually what benefits the coupon provides.<\/span><\/p>\n<p><span style=\"font-weight: 400\">The <\/span><b>Emission period <\/b>&#8211; This is the period during which coupons from this series are issued.[\/vc_column_text][mk_icon_box icon=&#8221;mk-moon-info&#8221; text_size=&#8221;12&#8243; font_weight=&#8221;bold&#8221; style=&#8221;simple_ultimate&#8221; title_color=&#8221;#7c7c7c&#8221; margin=&#8221;15&#8243;]<em><strong>Important:<\/strong> <b>This setting is only responsible for temporarily restricting the issue of coupons (you can set it so that coupons can be issued for example until September 18, and are valid until October 18)<\/b><\/em>[\/mk_icon_box][vc_column_text css=&#8221;.vc_custom_1594041336154{margin-bottom: 0px !important;}&#8221;]<span data-preserver-spaces=\"true\">Decide if the total number of coupons in this series is limited. If you do not limit the total quantity, check the option \u201c<\/span><strong><span data-preserver-spaces=\"true\">Total number not limited<\/span><\/strong><span data-preserver-spaces=\"true\">\u201c. If it\u2019s limited, uncheck the box above and set the maximum number of coupons that can be issued.<\/span>[\/vc_column_text][mk_icon_box icon=&#8221;&#8221; text_size=&#8221;12&#8243; font_weight=&#8221;bold&#8221; style=&#8221;simple_ultimate&#8221; title_color=&#8221;#7c7c7c&#8221; margin=&#8221;15&#8243;]<em><b>EXAMPLE:<\/b> If you use coupons for cross-marketing and want to attract the maximum number of customers, you can not limit the total number of coupons. But if you use coupons to reward 10 lottery winners, for example, your total number of coupons in the series must be 10.<\/em>[\/mk_icon_box][vc_column_text css=&#8221;.vc_custom_1594041629817{margin-bottom: 0px !important;}&#8221;]<span data-preserver-spaces=\"true\">Indicate the number of coupons from this series that can be used by one customer. If you do not limit the number of coupons per customer, check the box \u201c<\/span><strong><span data-preserver-spaces=\"true\">Number per customer not limited<\/span><\/strong><span data-preserver-spaces=\"true\">\u201d If it\u2019s limited, uncheck the box above and set the maximum number of coupons from this series that can be used by one customer.<\/span><\/p>\n<p><span data-preserver-spaces=\"true\">Each coupon has its code, which is a combination of 12 digits. Choose whether a single code will be used for all coupons in this series(<\/span><strong><span data-preserver-spaces=\"true\">The same code for all coupons in series<\/span><\/strong><span data-preserver-spaces=\"true\">) or each coupon will have its unique combination.<\/span>[\/vc_column_text][vc_single_image image=&#8221;6975&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221;][mk_icon_box icon=&#8221;&#8221; text_size=&#8221;12&#8243; font_weight=&#8221;bold&#8221; style=&#8221;simple_ultimate&#8221; title_color=&#8221;#7c7c7c&#8221; margin=&#8221;15&#8243;]<em><b>EXAMPLE:<\/b> if you want to print a coupon on a leaflet (or place it on a banner in social networks), this coupon must have a possibility to be added by as many customers as possible using the same maquette of the leaflet (or banner). In this case, all coupons in the series must have the same code. Thus, this leaflet (or banner) becomes reusable and can be used for different customers to add a coupon.<br \/>\n<\/em>[\/mk_icon_box][vc_column_text css=&#8221;.vc_custom_1594043454567{margin-bottom: 0px !important;}&#8221;]<i><span style=\"font-weight: 400\">Also, you can\u00a0 issue coupons with unique codes. <\/span><\/i>[\/vc_column_text][mk_icon_box icon=&#8221;&#8221; text_size=&#8221;12&#8243; font_weight=&#8221;bold&#8221; style=&#8221;simple_ultimate&#8221; title_color=&#8221;#7c7c7c&#8221; margin=&#8221;15&#8243;]<em><b>EXAMPLE: <\/b>Y<span data-preserver-spaces=\"true\">ou have 5 winners of the lottery and you want to give them a gift coupon. You generate these coupons with unique codes and pass them directly to the winners. After customers add their coupons to the wallets, individual links to add coupons or printed materials become invalid, that is, they can be used only once (while the leaflet from the previous paragraph may be applicable several times).<\/span><\/em>[\/mk_icon_box][vc_column_text css=&#8221;.vc_custom_1594043691477{margin-bottom: 0px !important;}&#8221;]<span data-preserver-spaces=\"true\">You can allow your customers to share coupons with friends and receive a reward for this (put a tick in \u201c<\/span><strong><span data-preserver-spaces=\"true\">Customers may share coupons\u201d<\/span><\/strong><span data-preserver-spaces=\"true\">\u00a0box). The customer will receive compensation only if the friend not only receives the coupon, but also takes advantage of it.<\/span>[\/vc_column_text][mk_icon_box icon=&#8221;mk-moon-info&#8221; text_size=&#8221;12&#8243; font_weight=&#8221;bold&#8221; style=&#8221;simple_ultimate&#8221; title_color=&#8221;#7c7c7c&#8221; margin=&#8221;15&#8243;]<em><strong>Important:<\/strong> <b>the fact of using coupons of the \u201cCertificate\u201d type is the crediting of bonus points to the customer&#8217;s account (the customer can use this type of coupon without making a purchase) and the recommender will receive his reward.<br \/>\nThe \u201cCheck Modifier\u201d coupon can only be used at the checkout when making a purchase, which means that the recommender receives a reward only when the \u201cfriend\u201d completes the purchase.<\/b><\/em>[\/mk_icon_box][vc_column_text css=&#8221;.vc_custom_1601300325404{margin-bottom: 0px !important;}&#8221;]<span style=\"font-weight: 400\">The coupon can be <\/span><b>provided for free<\/b><span style=\"font-weight: 400\">, and can be bought for bonus points or for some values \u200b\u200bfrom the customer\u2019s account.<\/span><\/p>\n<p><span data-preserver-spaces=\"true\">Y<i>ou can distribute coupons for free or give out coupons when you buy certain goods\/for a certain amount, or you can set it so that customers accumulate bonus points or some values \u200b\u200bon their account and then choose and buy coupons for themselves.<\/i><\/span><\/p>\n<p>There are 4 main types of coupon:<\/p>\n<ul>\n<li><strong><b>Check modifier.<\/b><\/strong> <span data-preserver-spaces=\"true\">These coupons are based on some of the rules of the loyalty program and change the check-in some way. To create coupons of this type, you need to create a rule for the loyalty program with the setting\u00a0<\/span><strong>\u201cApply only to coupons\u201d<\/strong><span data-preserver-spaces=\"true\">and select the action that the coupon will do in the future. These may be such options:<\/span>\n<ul>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">a discount on a certain percentage of the amount of the check;<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">a discount on a certain percentage on a particular product or goods<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">discount on a certain amount per check<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">a discount on a certain amount for a certain product or goods<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">special price for the goods.<\/span><\/li>\n<\/ul>\n<\/li>\n<li><strong><strong><b>Certificate.<\/b><\/strong><\/strong> Using this coupon, the customer receives a certain amount of bonus points, promotional bonus points, or credits to the customer\u2019s account on his bonus account. You specify the amount and type of charges.\u00a0<span data-preserver-spaces=\"true\">To get the values from the certificate, the customer needs to add a certificate to himself and click <strong>\u201cUse\u201d<\/strong>. If you want the values \u200b\u200baccording to the certificate to be credited immediately after adding the certificate, check the box \u201c<\/span><strong><span data-preserver-spaces=\"true\">Redeem when received by customer<\/span><\/strong><span data-preserver-spaces=\"true\">\u201d.<\/span><\/li>\n<li><strong><b>External.<\/b> <\/strong>These coupons can also be applied as tickets.<br \/>\nTheir main feature: in addition to the 12-digit inCust system code, these coupons also have an external code that can be generated from the outside of the inCust system (for example, an accounting system).<\/p>\n<ul>\n<li><span data-preserver-spaces=\"true\">This external code can be unique for each coupon or use one code for all coupons.<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">If you use unique codes for each coupon, you can import them from a file or generate using the inCust system.<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">External code is contained in each of the coupons and you can configure its Visibility Type. This external code can be shown to all customers who have such a coupon, or it can be configured so that the code is shown only at it`s redeeming.<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">External coupons can be used in a mobile application. In this case, after coupon redemption, the customer receives a discount code and displays it to the salesperson. If you want to be sure that the customer receives this code only at the time of visiting the point of sale, you must set the option &#8220;<\/span><strong><span data-preserver-spaces=\"true\">Coupon may be redeemed only at cash desk<\/span><\/strong><span data-preserver-spaces=\"true\">&#8220;. In this case, to receive the discount code, customers have to scan the QR code of the coupon at the checkout. For this option to work and the coupon to be accepted at the checkout, the URL in the QR code must contain the bcode parameter set in the business ID at whose cash desk the coupon should be accepted (usually this will be your business). <b><a href=\"https:\/\/my.incust.com\/coupon\/show\/181379088946\">Example<\/a><\/b><\/span><\/li>\n<\/ul>\n<\/li>\n<li><strong><strong><b>From other businesses<\/b>. <\/strong><\/strong>Can be used for cross-marketing campaigns with inCust business partners. If you want to give coupons to your customers in an affiliate business, you need to enter the 12-digit partner coupon series number and create your own coupon of the type <b>\u201cFrom other businesses\u201d<\/b>.<\/li>\n<\/ul>\n<p><span style=\"font-weight: 400\">Determine the validity period of the coupon. Coupons can be valid until a certain date or during some time after adding.<\/span><\/p>\n<p><strong>Coupon Exchange &#8211; <\/strong>If you want your coupons to be published on the coupon exchange, set the reward, which you are ready to pay when the distributed coupon is used by the customer. The reward is not paid for coupons that have been distributed but not used.<\/p>\n<p><strong>Action<\/strong> &#8211; <strong>&#8220;To issue a coupon on the rules of receipt&#8221;<\/strong> or <strong>&#8220;Release coupon according to the rules of the goods.&#8221;<\/strong> Thus, you can set up automatic coupon issuance upon purchase for a certain amount of a check or upon purchase of a certain product.<\/p>\n<p><b>After creating a coupon series:<\/b><\/p>\n<ol>\n<li><span data-preserver-spaces=\"true\">You can distribute coupons through the special link (it can be posted on social networks, distributed via e-mail, etc.). To get this link, click <strong>\u201cShare\u201d<\/strong>.<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">You can print a flyer or banner with a coupon. To generate a maquette for printing with the QR code of the coupon, click <strong>\u201cPrint\u201d<\/strong>. The customer will be able to add a coupon by scanning the coupon QR code with the inCust mobile application.<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">You can give coupons to the chosen customers or group of customers. To do this, in the <a href=\"https:\/\/business.incust.com\/customers\"><b>Customers<\/b><\/a> section, create a selection of customers using filters, click <strong>\u201cActions\u201d<\/strong>, <strong>\u201cCreate and Issue Coupons to Customers\u201d<\/strong>, select the desired series of coupons from the list, enter the message text, if necessary, and click \u201cYes\u201d.<\/span><\/li>\n<li>Coupons can be issued automatically upon purchase. To do this, you need to create a rule in the \u201c<strong>Loyalty Programs\u201d<\/strong>,<a href=\"https:\/\/business.incust.com\/loyalties\/create\"><b> \u201cLoyalty Program Rules\u201d<\/b><\/a> section. In the settings, select <strong>\u201cApply the rule automatically to each check<\/strong>\u201d or <strong>\u201cManually by the salesperson\u201d<\/strong> (<strong>\u201cOnly for coupons\u201d<\/strong> is used when creating coupons of the <strong>\u201cCheck modifier\u201d<\/strong> type &#8211; see above).<\/li>\n<\/ol>\n[\/vc_column_text][vc_empty_space height=&#8221;20px&#8221;][\/vc_column][\/vc_row]\n<\/div>","protected":false},"excerpt":{"rendered":"<p>[vc_row][vc_column width=&#8221;2\/6&#8243;][vc_wp_custommenu nav_menu=&#8221;6&#8243; el_id=&#8221;stiky-menu&#8221;][\/vc_column][vc_column width=&#8221;4\/6&#8243;][mk_fancy_title size=&#8221;32&#8243; margin_bottom=&#8221;0&#8243; font_family=&#8221;none&#8221;]Coupons: Create coupons series[\/mk_fancy_title][vc_column_text css=&#8221;.vc_custom_1594041207528{margin-bottom: 0px !important;}&#8221;]When creating a series of coupons, you first need to choose the loyalty program to which this series will apply.\u200c \u200cThe\u200c \u200cselected\u200c \u200cloyalty\u200c \u200cprogram\u200c \u200cdetermines\u200c \u200c by\u200c \u200cwhich\u200c \u200cpoint\u200c \u200cof\u200c \u200csales,\u200c \u200ccashiers,\u200c \u200cgoods,\u200c \u200ccustomers,\u200c \u200cand\u200c \u200cby\u200c \u200cwhat\u200c \u200crules\u200c \u200cof\u200c \u200cthe\u200c \u200cloyalty\u200c \u200cprogram\u200c [&hellip;]<\/p>\n","protected":false},"author":23,"featured_media":0,"parent":6902,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"_links":{"self":[{"href":"https:\/\/incust.com\/en\/wp-json\/wp\/v2\/pages\/6953"}],"collection":[{"href":"https:\/\/incust.com\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/incust.com\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/incust.com\/en\/wp-json\/wp\/v2\/users\/23"}],"replies":[{"embeddable":true,"href":"https:\/\/incust.com\/en\/wp-json\/wp\/v2\/comments?post=6953"}],"version-history":[{"count":15,"href":"https:\/\/incust.com\/en\/wp-json\/wp\/v2\/pages\/6953\/revisions"}],"predecessor-version":[{"id":7828,"href":"https:\/\/incust.com\/en\/wp-json\/wp\/v2\/pages\/6953\/revisions\/7828"}],"up":[{"embeddable":true,"href":"https:\/\/incust.com\/en\/wp-json\/wp\/v2\/pages\/6902"}],"wp:attachment":[{"href":"https:\/\/incust.com\/en\/wp-json\/wp\/v2\/media?parent=6953"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}