Coupon Tool Usage
Manage promotional activities for businesses. Businesses can upload their own coupon codes and restrict each customer to claim only one coupon code. Uploaded coupon codes can be distributed in ChatBot, Inbox, and Campaign.
Usage Scenarios
Scan to claim a coupon, where customers use a QR code to claim a coupon in your business account.
Tutorial
Step 1: Create a Coupon Campaign
Step 1.1: Enable Coupon Functionality
Entry: Integrations, click the Install button to enable
Step 1.2: Create a Coupon Campaign
Navigate from the left sidebar Integrations > Coupons to the Coupons page
Click [+ New Coupons]
Step 1.3: Configure Campaign Information
Coupon Type: Code type (coupon code). Currently, only this type is supported; for other types, please contact us.
Campaign Name: Name of the coupon campaign
Campaign Notes: Notes about the campaign, optional.
Claim Limit: Each person is allowed to claim only once.
Campaign Duration: Set the campaign time. Coupons will stop being sent outside this time range.
After confirming the information is correct, click Submit.
Step 1.4: Upload Coupon Codes
Click the upload button
Upload the coupon code spreadsheet. You can click the template button to download a template.
Note: In the uploaded Excel spreadsheet, the Code must be in the first column. YCloud will automatically remove duplicate coupon codes.
After uploading, click Save
Step 2: Configure the Claim Process in Chatbot
Step 2.1: Create a Chatbot
If you already have a Chatbot, you can directly enter your existing Chatbot. If not configured yet, see the Create a Chatbot tutorial.
Step 2.2: Create a Flow
Select the Chatbot you need to configure and click the Create Flow button.
Step 2.3: Configure Flow Keyword
Set the Keyword to the claim keyword.
Example: If you want customers to receive a coupon when they hit "Claim New User Coupon", set the Keyword to Claim New User Coupon.
Step 2.4: Configure the Sent Coupon
Add a Send message component in the Flow
In the message, click the coupon variable and select the coupon campaign to insert.
After editing successfully, link the Keyword and Send message components. Then save the Flow
Step 3: Generate a QR Code for Sharing (Optional, only for QR code claim scenario)
Generate a QR code for the number, set the keyword to: Claim New User Coupon. See detailed chat link configuration tutorial
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