Creating a Channel

Creating a Channel

The first step to delivering a mobile offer is to create a channel. A channel is defined by the place where a customer initially sees, receives, or interacts with one or more offers. Koupon Media supports five types of channels — web, mobile app, SMS, email, and social. You can learn more about channels here.

While offers can initially be distributed on a variety of marketing channels, a customer ultimately views and redeems an offer on a mobile app or in a mobile web browser. For this reason, our platform helps marketers and developers create two types of channels — web and app.

A channel can be created in Koupon Manager by navigating to the Channels page and then selecting Create Channel.

Interested in learning about delivering offers via SMS, email, or Facebook? Our team can help with including mobile offers using existing marketing channels. To learn more, get in touch.


Creating a Web Channel

To create a new Web Channel, follow these steps:

1. Select Create Channel on the Channels page and then complete the following fields:
  • Channel Type — Koupon Manager provides two off-the-shelf options: App and Web. Select Web.
  • Channel Name — how your channel will be named in Koupon Manager.
  • Channel ID — any combination of letters or numbers that developers will use to identify the channel if and when they are using Koupon APIs or the SDK. We recommend keeping the channel ID short and remember. Also remember that no spaces are allowed.
  • Channel Description —  an optional field for accounts that have a large amount of channels that require clarification to future users.
2. Next, you’ll have an option to select one of two Web channel types.
  • Offer Viewer — this will create a channel using our off-the-shelf web tool Offer Viewer. If selected, you will need to complete a few additional configuration settings so Koupon can properly style and build your offer experience. More on these settings in Step 3. You can learn more about Offer Viewer here.
  • Go Custom — choosing to create a custom web channel requires development effort using the Koupon API. If you choose to go custom, there isn’t much left to do. Simply click continue and we’ll provided the information that developers need to get started.

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Users can select Offer Viewer or choose to Go Custom.
 
3. If Go Custom is selected, skip this step and review Step 4. If Offer Viewer is selected, here’s and explanation of the fields you’ll be asked to complete.
  • Logo — the brand logo is the image shown at the top of the Offer Viewer’s desktop and mobile pages. It is commonly the logo of the retailer or brand that’s accepting the offer. The images dimensions are 270px by 80px and we recommend a resolution of 320 dpi. If a logo isn’t uploaded, the Offer Viewer will automatically remove the space reserved for the image and nothing will be shown. In many situations, a retailer that’s embedding Offer Viewer into an existing web site or mobile app might not upload a logo and instead allow the hosting page to generate the logo or brand imagery.
  • Brand Color — this allows clients to customize some of the accent colors in the Offer Viewer experience to best match the brand’s personality and standards. Specifically, the Brand Color will affect all action buttons (e.g., Redeem Offers, Tap to Redeem) and the Done button at the end of the experience. Because the text on these buttons is white, we recommend a darker color. If no color is selected, the Brand Color will default to a dark gray.
  • Desktop Redemption Options — this setting applies specifically to the desktop view of Offer Viewer. Koupon currently offers two options — text and print. Text allows customer to text themselves the offers, whereas Print allows the customer to print the offer immediately. At least one of these options must be selected.
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  • Mobile Opt-In Legal — for each Offer Viewer channel, Koupon captures an opt-in field so that brands and retailers can follow common SMS marketing regulations. Its up to the retailer to provide the message for opt in — Koupon simply knows whether the customer opts in or doesn’t. The message displayed next to the opt-in check box on the desktop view or the mobile capture form. Mobile Opt-In legal can be no more than xxxxx characters.
  • Terms and Conditions — in addition to Mobile Opt-In Legal, brands and retailers can add Terms and Conditions to the footer of the desktop view. This field can be used for plain text or basic HTML code. Terms and Conditions are limited to xxxxx characters.
  • Geo Restrictions
    • Geo Gating — Offer Viewer can use Geo-Gating to limit the use of barcodes to customers who are within a specified location range of a store. If enabled, retailers must determine the radius on a per channel basis. To learn more about Geo-Gating, read our Location Services article. Because mobile web browsers often have inconsistent location accuracy, we recommend setting a range of .5 to 1 miles.
    • Geo-Targeting — Offer Viewer uses Geo-Targeting to limit the offers displayed to a customer based on his or her location. Once Available Stores are configured for an offer in the Create Offer process, the Offer Viewer can check to make sure a customer is within a pre-determined range of those stores before showing the offer. Similar to Geo-Gating, retailers must determine the radius for Geo-Targeting on a per channel basis. The best practices for a range depend on a retailer’s objectives, but we commonly see a radius of 30 – 50 miles.
  • Mobile Capture — separate from Redemption Options, Mobile Capture is an optional feature that requires customers to text themselves an offer even if they are visiting the offer directly on a mobile device. Retailers commonly use this feature if they require each customer to be uniquely identified by a phone number. If enabled, Mobile Capture will show the available offers to a customer, ask him or her to enter a mobile phone number, and then text them a link to the usable offers.
Some of the Offer View configuration settings in Koupon Manager.

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4. After steps 1 – 3 are complete, you’re done! Koupon has all of the information it needs and you will now be given instructions for either accessing Offer Viewer or keys and channel IDs for using in development.
 
 

Creating an App Channel

Before using the SDK to include offers in an iOS or Android app, an App Channel must be created. Most of the work involved with creating an app channel involves building the SDK into the app itself. To create an App Channel, follow these steps:

1. Select Create Channel on the Channels page and then complete the following fields:
  • Channel Type — Koupon Manager provides two off-the-shelf options: App and Web. Select App.
  • Channel Name — how your channel will be named in Koupon Manager.
  • Channel ID — any combination of letters or numbers that developers will use to identify the channel when they are using Koupon APIs or the SDK. We recommend keeping the channel ID short and remember. Also remember that no spaces are allowed.
  • Channel Description —  an optional field for accounts that have a large amount of channels that require clarification to future users.
2. You’re done! Koupon has all of the information it needs and you will now be given instructions for using the Koupon SDK.

Updating an Existing Channel

Existing channels can be updated at any time by selecting a particular Channel from the Channels page. Any field used in the Create Channel process can be edited.

Be careful! Making changes to Channels that are live could have an impact on how users view and redeem offers, and could result in a Channel or Offer not working. Please be cautious when making changes to active Channels.