Creating an Offer

Creating an Offer

About Offers

Offers are the centerpiece of the Koupon Platform and this article explains how to create one using Koupon Manager. Offers contain the content, barcodes, legal copy, imagery, restrictions that ultimately allow marketers to deliver relevant coupons or promotions to customers. You can see how mobile offers are presented to a customer here.

Before you can create an Offer, your Account must have at least one a Channel. A retailer or brand’s channel establishes a web or app destination for an offer to be displayed to customers. If you haven’t created a Channel yet, you can read about it here.

Once an Account has at least one Channel, you can begin creating Offers.

Creating Offers

An Offer can be created in Koupon Manager by navigating to the Offers page and then selecting Create Offer.

Retailers — interested in partnering with brands to deliver compelling offers for the products you sell? Our Offer Network team helps retailers source offers for retailers. To learn more, get in touch.

Creating an Offer

To create a new Offer, follow these steps:
  1. Select Create Offer in the upper right hand corner of the Offers page.

  2. Select Offer Style — depending on your account status, you will be provided with a series of Offer Styles. Koupon currently supports 4 styles:
    • Blank Offer — this is a basic offer that allows a marketer to create an instant redeemable offer with a barcode.
    • Loyalty Offer — this offer style allows marketers to create offers as part of a “add to card” loyalty program. Loyalty Offers are compatible with Koupon’s Loyalty APIs or a third-party loyalty system as needed.
    • Receipt Offer — this offer allows a marketer to launch a campaign that uses a rebate, prize or sweepstakes entry to incentivize customers to buy a  product. Customer’s verify purchase by taking a photo of their receipt.
    • Native Ad — this offer looks and acts like an offer, but it links to web page outside of the offer list. Marketers use Native Ad to link to special promotions, advertisements or other pieces of compelling content.

    This article focuses on the Blank Offer style. If you have questions about other offer styles, Get In Touch

    To copy an existing offer, select an Offer’s settings drop down on the Offers page for an offer you wish to copy

  3. Complete Offer Details
    • Offer Name — this is the internal name for your offer. This is how the offer will be identified in Koupon Manager and using Koupon’s developer tools. The Offer Name is never shown to a customer in Offer Viewer and we don’t recommend developers expose it to customers via the API.
    • Headline — the offer headline is the largest, boldest message about the offer. It’s usually shorter in characters, but clearly describes the discount or product being marketed. For example, a headline might read “$5 Off!” or “Buy One Get One!” or “Free Bottled Water”.
    • Sub Headline — the offer sub-headline is where more context can be added to the offer, whether it’s an action needed by a customer or the product being discounted. Sub headlines are usually longer and slightly less prominent than a headline. For example, a subheadline might read “When You Spend $10 or More” or “On all Sodas, Snacks, and Candy.”
    • Image  — each offer can include an image that displays the product being promoted. A secondary image can also be added and is useful if the Account is building its own experience with Koupon API or Koupon SDK.
    • Offer Categories — offers can have categories or tags that help developers identify it when using the Koupon API or Koupon SDK, or to help marketers segment offers on the Dashboard or in reports. To ensure consistency across offers, Categories are managed on the General Settings page
    • Offer Type & Value — Offer Type and Value are required fields that allow marketers to measure various discount structures and amounts. There are five types of offers — Free, % Off, $ Off, and Buy One Get One Free or % Off.
    • Priority — An offer’s priority allows marketers want to control the order of offers in a list. Setting 1 as the priority will  place the offer at the top of the list with 2 placing it in the second position and so on. If more than one offer has the same number, the Offers will be ordered by creation date.
    • Details Page Copy — Content added to this field is displayed on the Details page of an offer and marketers often use this area to display legal information. This field allows HTML so imagery, links, and styled text is permitted.
    • Barcode Page Copy —  Content added to this field is displayed on the Barcode page of an offer and it is often used to deliver instructions for how to redeem an offer to customers. This field allows HTML so imagery, links, and styled text is permitted.
    • Done Page Copy — Content added to this field is displayed on the Done page of an offer and it is often used to thank a customer or promote other offers or web destinations. This field allows HTML so imagery, links, and styled text is permitted.

    Select Save & Continue to navigate to the next step. Your offer will be saved on the Offers page as a draft.

  4. Complete Offer Redemption details
    • Dates Available for Redemption — these dates control when an offer is displayed in a channel. By default, the Start Date is when the offer is initially available and the End date is considered the expiration date of an offer.
    • Offer Preview — selecting Offer Preview allows a marketer to show an Offer in a Channel before it can be redeemed. Many marketers use this feature to build anticipation for an upcoming promotion. Selecting this checkbox reveals a date field to configure the Preview Date, or the date the offer will be displayed in a Channel prior to its Start Date.
    • Scheduling Copy — The scheduling copy defaults to “Valid through” and the End Date, but this field can also be overridden to display other content if needed. There’s no character limit, but retailers using Offer Viewer should take note of limited space.
    • Code Source — before adding a barcode, you must select a Code Source. There are four possible Code Sources.
      • Manual Entry — this is the most basic type of barcode. Marketers simply select the code type and enter a static code to be used for all customers.
      • Code Pool —  this allows retailers and brands to distribute unique codes to each customer from a collection of codes that are uploaded prior to the launch of a campaign.
      • Algorithm — for advanced retailers, barcode algorithms can generate a unique code specific to each customer and offer. Interested in learning how algorithms can work for you? Get in touch.
      • Image — if one of our standard code types don’t work, Koupon allows you to upload an image in the barcode area.
    • Additional Code Settings — each code Code Source requires different configuration. Manual Entry will require users to select a Code Type before entering a Code Value. Barcode Pools will require that users select the pool from which to distribute the codes. Algorithms will require custom parameters to generate a code. Image barcodes will require that users upload an image.
    • Number Of Codes — marketers can add up to 2 barcodes to each offer. Barcodes must have the same Code Source. 

    • Redemptions Per Customer — this allows marketers to limit the number of times a unique customer can activate a barcode. An offer is considered Limited or Unlimited. If Limited is selected, the marketer must determine how many times a unique customer can activate the offer’s barcode. Marketers most commonly limit offers to 1 redemption per customer. If an Offer is set as Unlimited, the barcode can be activated infinitely by a customer or until its Redemption Cap is reached.
    • Maximum Redemptions — we also call this the Redemption Cap. This is the total number of times an offer’s barcode can be activated. This setting is helpful for marketers with a budget or specific distribution limits.
    • Offer Timer — if an offer is Limited, marketers must add an Offer Timer. Once an offer’s timer expires, the barcode is hidden and the customer is considered to have redeemed the offer. You can learn more about Offer Timer here.
    • Available Stores — if an offer should only be viewable or redeemable at specific stores.
  5. Select Targeting Options
    The Koupon Platform allows marketers to optionally target offers to specific customers. Targeting is currently supported through Koupon’s Targeting APIs. To make your offer available for targeting, select Private Offer from the Display Offer To drop down and use the APIs outlined here to select which users receive the offer.

    You must also provide a Redemption Period or the number of days a user targeted with an offer has to redeem it. If you enter nothing, the Redemption Period will automatically default to the End Date of the offer. Remember, the offer’s End Date takes priority over any duration period so be sure to schedule your the targeting of your offers appropriately. For example, if a Private offer with a duration of 9 days is delivered to a unique customer on September 1st, but that offer expires on September 3rd, the customer will only have until September 3rd to use that offer.

    If you’d like to display the offer to all customers, or target the offer using filters in a Channel, select Display Offer to All Customers and then Save & Continue.

  6. Select Channels to Distribute Your Offer
    The final step is to select the Channels in which your Offer will be displayed. Remember, Channels must be created before Offers and you can learn about them here.

    • For Web Channels — Choose Select next to each desired Channel and click Save; this will refresh the page and generate a Full Link and a Short Link for this offer in the selected Channel.
    • For App Channels —Choose Select next to each desired Channel and click Save; this will deliver the offer to selected App Channels.

    When you’re finished selecting Channels, you’re done! Select Back To Offers to return to the offers page. Remember, Offers can be changed, updated, de-activated or removed at any time. Simply select the offer from the Offers Page and use the thumbnails at the top to toggle through the content and settings you’ve just configured.