Creating a Custom Coupon

      Creating a Custom Coupon

        Article summary


        Loyalty & Referrals
        Supported plans

        Premium, Enterprise

        eCommerce Platform

        Shopify, Shopify Plus, BigCommerce, Salesforce Commerce Cloud, Adobe Commerce (Magento), Custom

        Yotpo Loyalty & Referrals allows you to upload coupons that can then be redeemed by your customers for points or rewarded for completing an action.

        Is this article for me?
        If you're a Shopify merchant who joined after May 23, 2022, refer to our Creating a Redeemable Custom Coupon Reward article.

        This is a useful tool when you wish to reward customers with coupons that will be applied on a platform or 3rd party app that Yotpo Loyalty & Referrals does not directly integrate with.

        Creating a new Custom Coupon

        1. In your Yotpo Loyalty & Referral admin, go to Rewards > Redeeming Points
        2. Click on Create a New Coupon3. Select the Custom Coupon coupon type

        Setting up your Custom Coupon

        Below are the descriptions of custom coupon settings for your reference:

        •  Where the coupon will be used? - This setting impacts the coupon types that appear in the In-store Module
        • Coupon Value in Cents - This value will be displayed as part of your investment in the performance dashboards
        • When the number of unused codes goes below this number, a webhook notification will be sent - this determines the threshold on which the "Redemption Below Threshold" event will be triggered. This setting can be used to create an automated flow of uploading new codes into your custom coupons.

        Uploading Codes into your Custom Coupons

        Uploading codes manually

        1. Create the codes on the 3rd party/platform you would like to have them apply - once the customers receive the custom coupon they will be able to use them on the designated 3rd party/platform.
        2. Format the codes into a text file where there is one code per line and upload the codes to their respective coupon in the Redeeming Points section
        3. When clicking on the "Add Coupon Codes" button, you will be able to either upload a file via Bulk Discounts CSV File or just paste in the codes in the provided Coupon Codes text area:
        Please note:

        CSV uploads currently support up to 500 codes in a file. If you are trying to upload more than 500 codes, please use the copy-paste option.

        • You can also upload the codes using the Upload Coupon Codes API call, as detailed in our API docs.

        Once a coupon is associated with codes, it will display the remaining available coupon codes and will allow you the option to Clear Codes.

        Uploading codes using an automated flow via API

        Implementing this flow requires dev resources

        You can create an automation that will listen to our event and will automatically upload new coupon codes into the relevant coupon option.

        This flow will require three steps:

        1. Setting up a Webhook URL

        1. Navigate to Settings.
        2. Under Webhook URL, input the URL that will receive our event notifications.

        2. Setting up the webhook notification threshold

        For each custom coupon option, please complete the following:

        1. Navigate to Rewards > Redeeming Points.
        2. Click Customize on the custom coupon.
        3. Under the "When the number of unused codes goes below this number, a webhook notification will be sent", put in the threshold of coupons to trigger the webhook notification
        4. Click Save

        3. Uploading new codes

        Once the webhook notification will be triggered, you will be getting the "Redemption Below Threshold" event to the webhook URL you had previously set up.

        The event will contain the redemption_option_id of the custom coupon, as well as its name, and the entire redemption option (coupon) object. You can now use these parameters to trigger a bulk creation of the relevant type of coupons on the platform/3rd party and push them into Yotpo Loyalty & Referrals using the Upload Coupon Codes API call.

        This will complete the flow and ensure customers can continue redeeming their points for the different Custom Coupons.

        Finding the Custom Coupon ID

        To map out which redemption option ID is associated with which custom coupon, simply click Customize on the relevant coupon. The ID will appear next to the Customize Coupon header:

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