Coupon Setup Guide

This guide will help you create the perfect Coupon campaign for your brand. Use this experience type to distribute a coupon code or voucher, then redeem it either in-store or online.

Create a Coupon

From the Campaigns screen, select the template type – Landing Pages.

Campaigns - Landing Pages 2021

Then choose Coupon from the campaign types.

Landing pages - Coupon

Add a Title

Next, add a title or name in the “Enter a title for your Experience” field and click Continue.

Coupon setup - add title

Design tab

After clicking Continue, you’ll be taken to the Design tab where you can add backgrounds, images, videos, and customize the campaign’s Form Element.

Coupon design tab

You can switch between the Entry, Voucher, and Expired pages by clicking on those options in the top left.

Switch pages in coupon design section

By clicking Add New Element in the left navigation, you can add images, videos, text, and more.

Coupon - add new element

Clicking directly on an existing element allows you to edit that element. Clicking on the Voucher Element allows you to display the expiration date, display the Redeem button and add your e-commerce site’s URL for redemption, and edit the language for that element.

Coupon - edit element

Click the “Painter’s Palette” icon to set a theme, background, and other styling options.

Painter's Palette menu 2022
Theme menu selected:
Painter's palette - Themes menu

Customizing the Form Fields

While in the Design section, click on the Form element itself, or the Form Fields area in the left sidebar, then click Add Form Field to add fields. Click directly on an existing field to edit that specific field.

Coupon - add form fields

Once a user has successfully entered, they will be directed to the Voucher page. This page acts as confirmation that the user has successfully entered and displays the entrant’s code. Be sure to customize your post-entry message and add a share element to encourage sharing.

Custom Coding

In the Design section, at the bottom of the “Painter’s Palette” section, you can access the CSS section (on Advanced plans or higher) or the Javascript section (on the Power plan) to add custom coding.

Coupon - custom code section

Overview Tab

The next screen you’ll see is the Overview section where you can edit basic settings and view or download stats.

Coupon overview page

Click the Edit button above the Status section to set the start and end dates of the experience’s entry period.

Status -edit dates

Select the dates and times, then click Save.

Status - edit dates panel

Click Edit above the Sharing section to customize the sharing image, title, and description for your experience URL.

Share dialog customization panel

Performance Stats

Once your experience receives views or entries, you can view a graph of these stats for the past past week, past month, or past year. Click Download Performance Stats to export a detailed traffic stat CSV file.

Performance stats section

Vouchers Tab

In the Vouchers tab, you can view entry data for the first 1,000 entries, and download your Entries exports.
Vouchers tab and export

In the Vouchers tab, you can also search for a specific voucher code or entrant’s email address, as well as mark a voucher as Redeemed. If a voucher is marked as “redeemed” and the QR code is scanned/tapped, the redemption page will display that the code has been redeemed and cannot be used again.

Voucher search and redeem

Settings tab and Voucher Codes

Under the Settings tab, enable entry restrictions and limits, voucher expiration settings, and other important options.

Voucher settings tab

Click Expiration Date to choose a fixed or relative expiration and set a date or length of time.

Voucher expiration panel

Click Codes to select the type of codes that will be distributed (Static, Automatically Generated, or Custom codes).

Voucher - codes panel*For uploaded custom codes, you can also delete unused codes and export the unused codes along with the data associated with distributed codes.

In the Limits and Restrictions section, you can limit the number of available vouchers (if using static or automatically generated codes), restrict entry, and enable age or password restriction.
Voucher - limits and restrictions section

Coupon participants panel

In the Customizations section, you can customize all of the default language and auto-emails for your Coupon.

Coupon - customizations section

In the Advanced section, you can setup real-time integration for Automatic Exports, Facebook and Google Tracking, or enable Kiosk Mode for on-site campaigns.

Settings tab - Advanced
Automatic exports panel

At the bottom of the Settings page, you can Reset, Copy, or Delete your Coupon.

Copy, reset, and delete coupon

Preview and Publish

When you’re ready, go back to the Overview tab and test/preview your contest by clicking the experience URL under Installation.

Installation - preview

Click Preview to redirect the URL to an embed on your website.

Redirect URL

Clicking Embed on Website will open the Embed panel where you can copy the JavaScript embed code or WordPress short-code and adjust optional popup settings.

Embed panel

To turn off Admin-Only mode and publish your experience, click the Publish button in the Status area.

Publish button

If you have any questions or issues setting up your campaign, don’t hesitate to email us at!

Updated on April 27, 2023

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