Create coupon campaign

Step by step

1. Open the "Coupons" navigation item.

2. Click New Coupon Campaign.

3. Campaign type

   Select a campaign type to use as a template for your campaign. You can overwrite all presets and customize them to fit your needs.

   What are the different campaign types?

   Campaign type	Send multiple codes?	End date?	Latest dispatch date
   Welcome mailing	After 30 days		After 90 days
   Birthday mailing	After 365 days		After 90 days
   Sales campaign		After 30 days
   Apology mailing		After 30 days
   Customer loyalty campaign	After any dispatch		After 90 days
   Custom campaign

   (continued)
   Campaign type	Duplicated codes?	Threshold
   Welcome mailing		10%
   Birthday mailing		10%
   Sales campaign		10%
   Apology mailing		10%
   Customer loyalty campaign		10%
   Custom campaign		10%

   As an alternative, click "Set up custom campaign" to set up a custom campaign to fit your needs.

4. Basic settings

   Enter your campaign name, and optionally other settings:

   Basic settings

   Field	Description
   Campaign type	Use the "Campaign type" field to group your campaigns into different campaign types and sort them in your campaign overview. By default, here you'll see the campaign type that you used as a template for creating your campaign. Standard data Welcome mailing Birthday mailing Sales campaign Customer loyalty campaign Apology mailing Custom campaign You can overwrite the default data with your own value.
   Description	Here you can add a custom text explaining what your campaign is about. The description will not appear in the campaign overview. You can view them in the edit view of your campaign.
   Recipients who receive more than one email	Decide whether or not recipients who will be contacted more than once should receive a new coupon every time. This is a way to prevent recipients from subscribing to and unsubscribing from your newsletter multiple times in order to receive multiple coupons. Select or type in the earliest number of days after which your recipients should be allowed to receive another coupon.
   Campaign duration	Enter an end date for your campaign (optional). Your campaign will be disabled on this date at the end of the day. Learn more about campaign duration, expiration date and dispatch date below.
   Campaign icon	Change the icon of your campaign in order to find it faster (optional)

   Campaign duration, expiration date, dispatch date - what's the difference?

   From a legal point of view, you're only allowed to send coupons that your recipients will be able to redeem for a certain period of time after they have received them. Depending on the period of validity that you have documented and communicated to your recipients, you must ensure that there is sufficient time between the latest possible dispatch date and the expiration date of your coupons.

   Field	Description
   Campaign duration & end of campaign	You can define the duration and end date of your campaign independently from the validity period of your coupons. If you work with many campaigns, it can be helpful to define a campaign end. This way, your campaign overview is always tidy without you having to manually delete or disable campaigns that are no longer relevant. Disabling after 2 years: We will automatically deactivate your campaign if you have not used it for any mailing dispatch for 2 years.
   Coupon expiration date	We do not take the expiration date of your coupons into account. You are responsibly for documenting it in your own system, independently from Inxmail. It is only relevant for your settings in the "Coupons" navigation item in the sense that you define your latest dispatch date depending on the expiration date of your coupons.
   Latest dispatch date	Define the latest dispatch date depending on: The expiration date of your coupons The maximum validity of your coupons after reception Inxmail cannot know these two parameters. Therefore, you have to define the latest dispatch date yourself and make sure you comply with legal requirements. You can set the latest dispatch date in the Coupon codes workflow step. Latest dispatch date depending on campaign type We have set "90 days" as default for the following campaign types to prevent you from unintentionally sending very old coupons that are no longer valid at the time of dispatch: Welcome mailing Birthday mailing Customer loyalty campaign You can overwrite this preset at any time and adjust it to fit your needs. Changes to the dispatch date do not apply to coupons that have already been uploaded: If you subsequently change the latest dispatch date of a campaign, this change will only affect coupons that you upload after this change. The change to the dispatch date does not apply to coupons that you have already uploaded before.

5. Click Next.

• You have set your campaign type and adjusted basic campaign settings.

Next step

• Upload your coupons