Create an Offer Certificate Code

To create certificate codes for an Offer, the platform allows you to either: manually define the code values (described below), import a file containing the code values (see Import Offer Certificate Codes ), or auto-generate codes based on your specified parameters (see Auto-Generate Offer Certificate Codes ).

To manually create a certificate code:

  1. Select Campaigns from the top navigation bar, then select Offers > Offers from the side navigation menu. The Offers screen is displayed.

  2. Search for and select the desired Offer (see Search for an Offer for more information on the available search options). The Offer Details screen is displayed, with the Definition tab selected by default.

  1. Select the Certificates tab.

Note: The Certificates tab is displayed only for Offers of type Barcode, Certificate, and Coupon.

  1. Click Create. The Create Offer Certificate pop-up window is displayed.

  1. In the Code field, enter the certificate code value.

  2. Define the certificate code's effectivity period. The effectivity period designates the time frame during which Members can redeem the certificate code:

    • Always: This certificate code doesn't expire.

    • Schedule: Enter the start date / time and the end date / time, and pick the time zone.

  1. Click Save. The platform adds the certificate code value to the list within the Certificates tab.