How to Create a Coupon

How to Create a Coupon

Introduction to Digital Coupons 

Loyal-n-Save is pleased to announce that digital coupons are now available through the Swag Shop. This allows customers to redeem their accrued Loyal-n-Save tokens for valuable coupons. Customers can then use these digital coupons to obtain discounts or a free item on purchases made in-store or online.

The digital coupons that are created in Control Center are accessible on the Loyal-n-Save web portal and the mobile app.  


                                                                                       Figure 1.0 - Web portal view

Creating a Coupon

To create a coupon in Control Center, perform the following: 
  1. Step 1: Log into Control Center
  2. Step 2: Choose Loyalty
  3. Step 3: Choose Swag Shop
  4. Step 4: Choose Items

                                                                                                                           Figure 1.1
  1. In the Swag Item window, click on the "+ Add New" button.

                                                                                         Figure 1.2

This is where you can create the coupon that you want your customers to redeem or gift with the available tokens they have in their account.
  1. Swag Item Type: Select the Swag item type from the drop-down menu.
    1. Merchandise
    2. Coupon

Item Details Tab - Coupon 


                                                                                    Figure 1.3
  1. Coupon Name*: This will display the name of the coupon for internal identification and tracking. 
  2. Coupon Type*:
    1. Dollar Amount Off: Indicates a discount that provides a fixed monetary reduction on the total purchase amount or on specific items. For example, a coupon might offer "$5 off" on a minimum purchase of $50 or "$10 off" on selected products. This type of coupon directly reduces the cost by the specified dollar amount, rather than applying a percentage discount.
      1. Coupon Value: Enter dollar amount off.
    2. Free Item: Selecting this coupon type allows customers to receive a specified item at no cost.
    3. Percentage Off: A "Percentage Off" coupon type provides a discount based on a percentage of the total purchase amount or specific items. This type of coupon reduces the cost by a certain percentage, offering savings that scale with the purchase amount.
      1. Coupon Value: Enter the percentage amount off.
  1. Category: Select the category for which you want to create this coupon.
  2. Tags: Select or add tags to identify the coupon.
  3. Token Cost*: Enter how many tokens are required for the customer to redeem the coupon.
  4. Header Name*: The header name entered here appears below the product name on the products page. Text appears bold on coupon. The max character limit for a header name is 24. You can add up to 3 header lines.
  5. Text: This line(s) appears on the individual product page and on the coupon itself. The maximum character limit for text lines is 24. You can add up to 5 text lines.
  1. Expiration Type: 
    1. Never Expires: Indicates that the coupon does not expire. 
    2. Static Date: Indicates that the coupon has a designated expiration date and time (coupon expiration date and time).
    3. Days After Issue: Indicates that the coupon is valid only for the number of days mentioned.
  2. Once Per Sale: Yes/No toggle switch. When this option is turned off, the coupon of the same type can be used more than once during the transaction. 
  3. Can be combined with other coupons: Yes/No toggle switch. Allow the coupon to combine with another coupon.
  4. Apply on single item: Yes/No toggle switch. When enabled, the coupon can only be applied to a single item, allowing only single items from the item whitelist to be used as coupon filters.

Attributes Tab



                                                                             Figure 1.4
  1. On the "Attributes" tab, enter the number of coupons available. (Minimum value is 1)

Options Tab


                                                                              Figure 1.5
  1. Max Redemptions Allowed Per Day: Defines the maximum number of times a specific coupon can be used per day.
  2. Max Allowed Per Purchase: * Defines the maximum number of times a coupon can be per redemption.
  3. Expiration: Yes/No toggle switch. Toggling Yes will allow you to specify the time. 
    1. Expiration Time: Here, you can set the expiration time by when the coupon will be available on the Swag Shop to redeem using the tokens.

Manage Balance Types

The balance type is a separation of the token bucket in which the tokens will be placed upon earning from the campaign.


                                            Figure 1.6
  1. Click on "Manage" to view the list of balance types.

                                                                                                                  Figure 1.7
  1. Select store(s) from the Results list.
  2. Click on the Green Arrow.
  3. Click on "Apply."

Images


                                            Figure 1.8
  1. To add an image to the coupon, click on the "Choose Files" button.
  2. Browse to select an image.
Only jpg, jpeg, and PNG files are allowed to be uploaded.

Manage Coupon Filters

Coupon filters are used to identify the products that are eligible for a coupon.

                                                  Figure 1.9
​
By default, “All Items” is used when no other lists are set up. It is recommended that at least one blacklist or whitelist is defined on each campaign. The blacklist and whitelist cannot be used together for the same type. You can have a Category Whitelist and Item Blacklist working together.
  1. Whitelists – Items you want to include. 
  2. Blacklists – Items you want to exclude. 
A combination of blacklists and whitelists are available from the Select Coupon Filter drop-down list:   
  1. All Items (grayed out)
  2. Item Whitelist or Item Blacklist 
  3. Department Whitelist or Department Blacklist 
  4. Category Whitelist or Category Blacklist 
  5. Manufacturer Whitelist or Manufacturer Blacklist 
  6. Brand Whitelist or Brand Blacklist 
  7. Tag Whitelist or Tag Blacklist 

                                                  Figure 2.1
  1. Once you select a filter from the drop-down, the "Manage" button will appear. From there, you will be able to add items/products.
  2. Click on the "Manage" button.

                                                                                                                      Figure 2.2
  1. Select item(s) from the Results list.
  2. Click on the Green arrow to move the items to the select list.
  3. Click on "Apply."
Once the coupon is configured, the coupon will be displayed in the Loyal-n-Save portal and app, under the "Coupons" section, as shown in the web portal below:  


                                                                                                                    Figure 2.3

Once digital coupons are created in Control Center, the next step is for customers to redeem or gift these coupons through the mobile app or the program’s website.

Redeem and Gift a Digital Coupon Using the Web Portal

In a Swag Shop, redeeming a coupon or sending it as a gift generally follows a straightforward process, similar to other online or physical retail experiences. Here’s a step-by-step guide to help you redeem a coupon or send it as a gift through the program’s website:

Redeeming a Digital Coupon

  1. On the Loyal-n-Save portal, click on the "Swag Shop" option from the left navigation.
           
                           Figure 2.4
  1. Click on the "Stores" tab and then click on "Coupons." The list of available coupons from all the stores will be displayed. 

                                                                                                                   Figure 2.5
  1. The details available on the coupon are as follows:
    1. Number of reviews posted for that particular coupon.
    2. Amount of tokens required to redeem the coupon.
    3. Option to redeem coupon. 

    4. Option to gift coupon.

    5. Option to add a coupon to the Wishlist. 
  2. You can also search for available coupons by entering the coupon name in the Search by Keyword field. 
  3. Coupons can be sorted by the following methods:
    1. Popular
    2. Tokens: Low to High
    3. Tokens: High to Low
    4. Date: Newest First
    5. Date: Oldest First
  4. Coupons can also be sorted by stores. Once you select any store from the drop-down, an option to select the Category will be displayed. 
  5. Also, you can filter the coupons by reward tokens. 

                                                                                               Figure 2.6
  1. Enter the number of coupons you want to redeem.
  2. To redeem the coupon, click on the "Redeem" button. 

                                                                                                                         Figure 2.7
  1. The option to pick the balance amount will be displayed. Enter the needed balance amount and click on "Next."
  2. Once you click on "Next," you'll be moved to the Confirmation page. 

                                                                                                                                        Figure 2.8
  1. Verify the email address and click on "Next."  
  2. Optionally, you can enter a note before redeeming the coupon.

                                                                                                                                         Figure 2.9
  1. Once you verify the coupon and token details, click on "Redeem Now." An email will be sent to the registered address with the one-time-use barcode. 

                                                                      Figure 3.1
  1. Click on the "VIEW COUPON" button. You'll be redirected to the Loyal-n-Save portal, and the actual coupon will be displayed.   

                                                                             Figure 3.2
  1. Customers can print coupons using the "Print" option or download the coupon as an image using the "Download" option. 
The "Print" option is only available from the web portal. 
  1. Digital coupons that are redeemed will be displayed in the My Coupons > Digital Coupons tab.

                                                                                                                    Figure 3.3

Sending a Coupon as a Gift

  1. To send a coupon as a gift, click on "Send Gift."

                                                                                                   Figure 3.4
  1. Enter the needed balance amount and click on "Next."

                                                                                              Figure 3.5
  1. Select any of your friends to receive the gift.
  2. Pick a date to send the coupon as a gift.
  3. Optionally, enter a message to the friend.

                                                                                                Figure 3.6
  1. Click on "Next."

                                                                                                             Figure 3.7
  1. Verify the coupon details and click on "Gift Now."
  2. The list of coupons that have been sent as a gift will be displayed in Swag Shop > Gifts > Sent. 

                                                                                                        Figure 3.8
  1. For coupons that have been sent as a gift, you will receive an email with the coupon details and option to view the gift history. 

                                                                      Figure 3.9
  1. If you receive a coupon as a gift from another user, you will receive an email with the coupon details and option to view the gift.
 
                                                                      Figure 4.1
  1. The coupons that you have received as a gift will be displayed in the Swag Shop > Gifts > Received.

                                                                                                                Figure 4.2
  1. You can either accept or reject the gift using the "Yes, Accept" or "No, Thank You" options.
  2. Once you click on "Yes, Accept," the gift will be accepted successfully. 
  3. To reject the gift, click on "No, Thank You."

                                    Figure 4.3
  1. A confirmation pop-up will be displayed. Click on "Yes."
  2. The gift will be successfully declined.

Redeem and Gift a Digital Coupon Using the Mobile App

In a Swag Shop, redeeming a coupon or sending it as a gift generally follows a straightforward process, similar to other online or physical retail experiences.

Here’s a step-by-step guide to help you redeem a coupon or send it as a gift through the mobile application:

Redeeming a Digital Coupon

  1. From the Loyal-n-Save application, click on the "Swag Shop" option available on the home screen.

                                       Figure 4.4
  1. Go to the "Stores" tab and click on "Coupons." 

                                      Figure 4.5
  1. The list of available coupons from all the stores will be displayed. 

                                   Figure 4.6
  1. The details available on the coupon are as follows:
    1. Number of reviews posted for that particular coupon.
    2. Number of tokens required to redeem that coupon.
    3. Option to redeem coupon.
    4. Option to gift coupon.
    5. Option to add that coupon to the Wishlist.

                                      Figure 4.7
  1. To filter the coupons, click on the Filter icon.

                                    Figure 4.8
  1. To sort the coupons by the following options, click on "Sort":
    1. Low to High
    2. High to Low
    3. Popularity
    4. Newest First
    5. Oldest First

                                       Figure 4.9
  1. You can sort the coupons by stores. Once you click on "Stores" and select any store, the option to select the Categories and Tags will be enabled.
  2. Select the Categories and Tags.
  3. Toggle Wishlist ON if you want to view only the coupons that have been moved to the Wishlist.
  4. Toggle Filter by Reward Tokens ON to set the amount of tokens required to redeem the coupon. 

                                     Figure 5.1
  1. Once you filter the items, click on the Checkmark as shown in the above image. 
  2. The list of coupons will get displayed according to the filters set.

                                    Figure 5.2
  1. To redeem the coupon, click on the "Redeem" button.

                                     Figure 5.3
  1. The option to select the number of coupons will be displayed.

                                    Figure 5.4
  1. If you scroll down, you will have an option to select a review rating and leave a note.
  2. Select the rating, enter the review note, and click on "SUBMIT REVIEW."

                                    Figure 5.5
  1. Click on "Redeem Now." 

                                    Figure 5.6
  1. The option to pick the balance amount will be displayed. Enter the needed balance amount and click on "Next."
  2. Once you click on "Next," you'll be moved to the confirmation screen.

                                    Figure 5.7
  1. Click on "Next."

                                   Figure 5.8
  1. Optionally, you can enter a note before redeeming the coupon.
  2. Once you verify the coupon and token details, click on "Redeem Now." An email will be sent to the registered address with the one-time-use barcode. 

                                                                      Figure 5.9
  1. Click on the "VIEW COUPON" button. You'll be redirected to the Loyal-n-Save application, and the actual coupon will be displayed.
 
                                      Figure 6.1
  1. You can share the coupon using the "Share" option or download the coupon as an image using the "Download" option.
  2. The digital coupons that are redeemed will be displayed in the My Coupons section.
 
                                    Figure 6.2
  1. To view the redeemed coupons, scroll down the page to the My Coupons section as shown in the image above:

                                    Figure 6.3
  1. Click on the right arrow on the My Coupons page. Select "Digital Coupons." The coupons will be labeled as Digital.

Sending a Coupon as a Gift


                                        Figure 6.4
  1. To send a coupon as a gift, click on "Gift."

                                        Figure 6.5
  1. Once you click on "Gift," you will have an option to select a review rating and leave a review note.
  2. Select the rating, enter the review note, and click on "SUBMIT REVIEW."

                                          Figure 6.6
  1. To send the coupon as a gift to a friend, select the number of coupons and click on "Gift A Friend."

                                    Figure 6.7
  1. Enter the needed balance amount and click on "Next."

                                    Figure 6.8
  1. Select any of your friends to receive the gift.
  2. Pick a date to send the coupon as a gift.
  3. Optionally, enter a message to the friend.
  4. Click on "Next."

                                    Figure 6.9
  1. Verify the coupon details and click on "Gift Now."

                                        Figure 7.1
  1. To view the list of coupons that have been sent as gifts, select Swag Shop > Gifts.

                                          Figure 7.2
  1. Select the "Sent" tab.
  1. Also, once the coupon has been sent as a gift, you will receive an email with the coupon details and the option to view the gift history. Refer to the sample email shown below:

                                                                        Figure 7.3
  1. Similarly, if you receive a coupon as a gift from another user, you will receive an email with the coupon details and option to view the gift. Refer to the sample email shown below:
 
                                                                        Figure 7.4
  1. Also, you will receive a notification on your mobile app as shown below:

                               Figure 7.5
  1. To view the gift details that you have received, click on the notification.

                                          Figure 7.6
  1. You can either accept or reject the gift using the "ACCEPT THIS GIFT" or "REJECT THIS GIFT" options.

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