Auto-Generate Reward Certificate Codes

To create Reward certificate codes, the platform allows you to auto-generate a series of codes based on your specified parameters. When you generate the certificate codes from the Reward Certificates screen, you can associate them with any Certificate-type Reward, or optionally leave them unassigned. Certificate Codes not associated with a Reward can be used as a "bank" of codes that the platform can draw from when needed.

Note: You can also auto-generate Reward certificate codes from the Reward Details screen if viewing a Certificate-type Reward. When generated from the Reward Details screen, the certificate codes will automatically be assigned to the currently selected Reward. See Auto-Generate Reward Certificate Codes for more information.

To auto-generate Reward certificate codes from the Reward Certificates screen:

  1. Select Rewards from the top navigation bar, then select Rewards > Reward Certificates from the side navigation menu. The Reward Certificates screen is displayed.

  1. Click Auto-Generate. The Generate Certificates pop-up window is displayed.

  1. Optionally, from the Reward drop-down menu, select the Certificate-type Reward to which you want to assign the new certificate codes. If you leave this option blank, the new certificate codes will be unassigned.

  2. In the No. of Certificates field, enter how many certificate codes you want to generate.

Note: The Length of Code, Code Prefix, and Excluded Characters fields described below are automatically populated with default values saved within a Program Setting called Certificate Generation Defaults. If you alter these default values within the Generate Certificates pop-up window, the platform displays a Save as Default button. If you click this button, the platform updates this Program Setting with the new values. For more information, see Program Settings Category - Offer.

  1. In the Length of Code field, enter the character length for the certificate code value.

  2. In the Code Prefix field, optionally enter a prefix to be inserted before the code value (if defined, the code prefix doesn't count towards the length entered above).

  3. From the Excluded Characters drop-down menu, optionally select a letter or number to be excluded from the code. Repeat this step as needed to exclude additional characters.

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

  1. Optionally check Use Reward Effectivity to have the auto-generated codes "inherit" the overall Effectivity Period defined for the associated Reward (see Define Reward Operational Ranges for details on how to set a Reward's Effectivity Period). If you don't check this option, you will need to define the Effectivity Period for each individual code value (see Edit Reward Certificate Code for more information on this process).

  2. Optionally check Unique in all Rewards to make the auto-generated certificate code values unique across all Rewards in your account.

  3. Optionally to instruct the platform to generate certificate codes in batches, enter the number of records in a batch within the Batch Size field

  4. Click Generate.

Note: The platform may require a few minutes to generate the new certificate codes. Refresh the screen periodically until the new codes 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.