This guide helps you add a new set of reward codes to your ongoing or planned experiments from the Campaigns tab within your Dashboard. You'll do this when you receive an email notifying you that your rewards are running low, have expired, or are about to expire. Also, if you want to start a new experiment, this process is relevant.
Only users with Marketing or Administrator access can upload new codes
To access the 'Upload a new batch' of reward codes via the Campaigns tab:
1. Access the Campaigns section on the platform.
2. The platform will give you an overview of your voucher health for each campaign and will indicate which campaigns require new codes.
3. Click on 'Click here,' which will open a sidebar displaying rewards that need updating. Identify the correct reward and select 'Add vouchers' followed by 'Upload a new batch.'
Here's a quick GIF demonstrating these steps:
To upload your new vouchers:
1. Once you have identified which reward needs new codes, click 'Add vouchers' and then 'Upload a new batch' to start the upload process.
2. In this process, set basic details like:
- Code validity: when codes begin and end (if applicable).
Note: Code validity doesn't affect active offer durations but specifies how long a code stays valid in our system for distribution. Make sure the code's duration aligns with your program's validity periods for them to work correctly once uploaded. If your CRM system needs an end date, setting validity for at least a year from the upload day is advised, preferably longer. Read more about voucher validity for details here.
- Code usage: choose if codes are single-use or have multiple uses.
- File naming: make it descriptive and relevant.
We would recommend the following setup:
- Your codes are valid for at least 1 year from creation
- Your codes are single-use
- Your codes are non-stackable (cannot be combined with other codes or promotions)
- Your codes are redeemable only by existing customers (for referrer vouchers) or by new customers (for referee vouchers).
Ensure settings in Mention Me match your CRM system; changes here won't affect your CRM setup.
3. Review your code settings.
4. Drag and drop a file from your desktop or select a file.
5. The file should have a 'Reward Code' header. You can use a sample CSV to ensure correct formatting. Successful mapping shows a sample from the file.
6. Confirm testing of new codes for correct rewards and validity.
7. Press 'Upload'—a warning appears. Proceed if satisfied, or review before continuing.
8. The platform shows an upload progress bar, confirming if the upload was successful for all codes.
9. Choose to complete the upload or add another file.
Here's a quick GIF demonstrating these steps:
Video - How to upload a new batch:
