The Certificates tab is used to create, view, and manage Certificate Codes for this Offer.
Certificate Codes are an optional feature within Offers that allow you to send unique, single-use codes to your Members or to other customers. Certificate Codes are stored within the platform as an Offer Certificate asset type. These Codes are often (but not always) associated to an Offer. The platform does allow you to create "unassigned" Certificate Codes that aren't associated to an Offer (see Offer Certificates for more details on that process).
Note: If the Offer Action Type is Certificate, you can manage the Certificate Codes from the Definition tab.
The features available on the Certificates tab are described below.
Enable Certificate Codes "Certificate on Responses" Flag The Certificate on Responses Flag is used in multiple operations to determine the following:
To enable Certificates Code in this Offer:
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Searching and Sorting On the Offer Details screen, existing Certificate Codes are displayed in a spreadsheet-style grid. Each row in the grid represents a single Certificate code, and displays such information as the status, the Member who redeemed the code, etc. SearchThe search feature allows you to search for a specified text string anywhere within the following Certificate fields: label, code, secondary code, or coupon URL. .
SortThe "Sort" drop-down menu allows you to sort the Certificate Codes on a variety of different fields. To sort the list of Certificate Codes, select the desired sort option from this menu.
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Create a Certificate Code To manually create a Certificate Code:
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Generate Certificate Codes To generate one or more Certificates:
Note: The recommended best practice is to exclude the following characters: 0,O,o,1,I,i,l,6,A,E,I,U,G,g,Q,q,5,S,s,a,b,c,d,e,f,h,j,k,m,n,p,r,t,u,v,w,x,y,z
You may save the above settings of length of code, code prefix, and excluded characters as your default data by clicking on the Save as Default button. Note that doing so will also update the program setting Certificate Generation Defaults.
Note: It may take a few moments for the platform to generate the Certificates; refresh the screen periodically until the Certificates are displayed. During this process, the auto-generate button label changes to read certificates generation on-going. You can't generate new Certificates until the process is finished. The platform will send you an email notification when the process is complete. |
Edit Certificate Code Details To edit a Certificate Code:
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Add Extra JSON Beneath the list of Codes, the "Extra Definition for Certificate" section allows you to define custom JSON code for this Offer. To assign custom JSON code:
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The Definition tab provides the following features related to exporting Certificate Code records.
Create Export Definition Export definitions can optionally be saved and reused, when you need to download Certificate Codes from the Loyalty platform: From the "Actions" drop-down menu, select "Export Offer Certificates." The "Create New Export - Offer Certificates" pop-up window is displayed.
Timing
Define Export ScheduleDefine Export Schedule To define the export schedule:
Define a Repeating Schedule
Notification and TransportIf you checked "Asynchronous" above, this section is displayed.
FieldsThis section allows you to optionally include (or exclude) specific columns in the export file.
RulesThis section allows you to create custom business rules to define which Segments are included in the export file.
You can also group rules by selecting Add Rule Group from the Add icon. Rule Groups have their own internal logical operator.
AssociationsTo export associated records:
ChildrenTo export child records joined to the main record:
FinishWhen finished creating the Export Definition, click save. |
View or Edit an Export Definition To view or edit an Offer Certificate Export Definition:
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Manually Execute an Export Definition To manually execute an Offer Certificate Export Definition:
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Download an Export Definition To download the last execution of an Export Definition:
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Delete an Export Definition To delete an Offer Certificate Export Definition:
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The Offers screen provides the following features related to importing Offer Certificate records.
Import Offer Certificates From the "Actions" drop-down menu in the top-right corner of the screen, select "Import Offer Certificates." The "Create New Import - Offer Certificates" pop-up window is displayed. Basic Properties
Import OptionsTo configure additional import options:
Finish
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View Offer Certificate Imports To view a list of previous Offer Certificate imports:
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