Email Payouts (Coupons)

Email Payouts are great for issuing coupon codes to members. If you choose to use a static coupon code, you can put it directly in the email. You can also use a list of coupons codes,  a coupon list, or automatically generated codes. Coupon lists contain a series of unique coupon codes that are only issued once.

Create a Coupon List

Coupon lists can be used if you want to issue unique, one-time use coupon codes for Members to redeem. Once a coupon code is issued, it's moved from the Open list to the Distributed list. Once distributed, a coupon code cannot be redistributed.

Add a Coupon List

> Navigation: Main Admin Page > Settings > Payouts or click here.

You can add coupon lists as a payout option by navigating to the Payouts page. Under the Payout Sources section of the page, select Manage Coupon Sets or click here. This page lists the coupon codes you have created. You can also add, edit and delete coupon lists.

Click the Add Coupon Set button. This will take you to the Add Coupon Set page.

  • Mode: Select a mode for your coupon set, either a manual code upload or automatic code generation.
  • Coupon Set Name: A name for your coupon set.
  • Redeem Referral Action: When coupon code has been redeemed, you have the option to select which status, if any, a Referral is updated to. 
  • Set Warning (manual mode only): When your coupon set is low, you will receive a warning email. You have the option to receive a warning email when your Reward Code Set has  5 Rewards, 10 Rewards or 25 Rewards remaining. Once your coupon set runs out, automated emails with rewards will no longer be sent and will have to be issued manually.
  • Prefix (automatic mode only): An optional prefix to be set on all automatically generated coupon codes.
  • No. of Characters (automatic mode only): Set a number of characters to be included in your automatically generated coupon code, default of four characters.

Managing Coupon Sets

  • Edit Coupon Set: Allows you to edit the settings (above) of a specific coupon set.
  • Add Coupons: Manually add each unique code to your coupon set, add many codes by separating the code with a comma.
  • Delete: Delete a coupon set when not in use.

Add Email Payout

Once your list has been created you will need to add a new Payout method associated with the coupon list.

Step 1: Add the Payout

  • Navigate to Settings > Payouts or click here.
  • Select Add Payout
  • Name your payout
  • Select Email as Payout Type
    • While we do offer Coupon Only payouts, this will only send the coupon code. We recommend using the Email method so you can personalize and style the email containing the coupon code.
  • Select your Coupon List from the drop down menu under Use a Rewards List?

Step 2: Customize the Email

  • Once your Payout is created, you will be able to immediately edit the Reward email. If you need to edit this at a later time it can be found on your Payouts page where you can select Edit Email under Actions.
  • Make sure you include proper merge tags for personalization.
  • Ensure the merge tag {REWARD_ITEM} is required in order to display the coupon code in the email.
If {REWARD_ITEM} is not included in your email, the recipient will not receive your coupon!

Step 3: Associate a Reward Rule within a Program with the Payout you created. For additional information on setting up Reward Rules, reference our Reward Rules article.


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