Coupons are used quite often in different types of business. Almost every company has a moment of offering some special discount to its contacts. This is why Positive User app now includes such an option as well. You can import your coupons and then integrate them with the CRM activity, email campaigns and pop-ups.
First of all we need to create a new promotion, which will include the bunch of the coupons/discount codes for our contacts.
Go to “Loyalty program” → “Coupons” → “New promotion”
Define these two values:
Custom ID - equivalent to promotion name.
Description - additional information describing the promotion.
Values of the custom ID and description do not influence the coupon rules - they need to be defined in your shopping system.
Before uploading, ensure your file is formatted correctly. If you aren't sure how your file should look, you can download a ready-to-use template directly from the app by clicking the “xlsx” or “csv” button in the “Data” → “Import” section.
To find more tips about data formatting, check our dedicated article.
Required Fields
Each coupon value should be unique.
The file needs to have a header: “code”, with the discount codes below.
Optionally you can add another column: "expires_at", where you put ISO 8601 datetime, with the time until when the code is valid.
Column Headings
Always include column headings in the first row of your file. Try to give your columns exactly the same names as the existing in Positive User attributes have. If the column name is identical to the attribute name, the system will match them automatically during import.
Encoding
What is encoding? Encoding tells the computer how to interpret the text characters in your file. The default and most highly recommended format is UTF-8. Choosing UTF-8 ensures that special characters, accents, and symbols are imported correctly without turning into random symbols.
Separator
What is a separator? In CSV (Comma Separated Values) files, a separator is the punctuation mark used to divide your text into distinct spreadsheet columns. Common separators are commas (,) or semicolons (;).
Go to “Data” → “Importers” and choose “Import Coupons”.
OR
You can go with “Loyalty program” → “Coupons” → “New promotion” arrow → “Import coupons”
Upload or drag&drop the file.
Choose the encoding to be suitable to your file. (UTF-8 is a default one)
Choose the separator used in your file.
Choose promotion previously added to the system.
Click “Import” to add coupons to the app.
You can monitor the import process and check the final results in the “Import Results” section, where you are redirected automatically.
You can visit this section any time via “Data” → “Importers” → “Import Results” path.
Here you will see:
Import status (Started/Pending/Complete/Archived)
Date created
Completed at
Type (what kind of data was imported)
Created by (team member who uploaded the file)
File name
Total rows (from your file)
Succeeded (final number of rows imported)
Failed (shows number of failures)
If something goes wrong during the import, click on the file name to view a detailed error report.
To view the newly imported coupons, go to “Loyalty program” → “Coupons”. You can see all your promotions there.
