Overview
The Certificates tab of the Offer Details screen is used to create, view, and manage certificate codes for this Offer.
Note: The Certificates tab is displayed only for Offers of type Barcode, Certificate, and Coupon.
Certificate codes are an optional feature within Offers that allow you to send unique, single-use codes to your Members that they can then redeem for a prize or a discount. The platform provides several means of managing these certificate codes, and keeping track of how they are generated, distributed, and redeemed.
When using certificate codes, the typical use case is different than for other Offers. Instead of the Member earning the Offer by reaching some threshold or achievement, clients will often distribute the certificate codes freely to the desired audience, usually via an email message, a link to a webpage, social media, or printed materials.
Certificate codes are stored within the platform as an Offer Certificate object.
Certificate Code Life Cycle
Offer Certificates moved through a life cycle comprising the following status values:
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Unused: The certificate code has been generated and is stored within the platform, but has not yet been assigned to a Member.
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Reserved: The certificate code has been assigned to a Member, but they have not yet used it.
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Redeemed: The Member has used the certificate code in a purchase.
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Fulfilled: An optional status used by clients who want to track when a Member's purchase has been shipped, or completed. The Loyalty platform doesn't capture or track the Fulfilled status. This status must be set through some other mechanism, such as a batch import, for example.
Managing Certificate Codes
To create certificate codes for an Offer, the platform allows you to either:
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Manually define the code values (see
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Import a file containing the code values (see
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Auto-generate codes based on your specified parameters (see
From the Certificates tab, you can also search for an existing certificate code, as well as edit or delete codes.
