Go to the Coupons section in YBP.
You’ll see a table listing all available coupons with details like:
Name: Name of the coupon.
Description: Purpose or details of the coupon.
Coupon Code: Unique code for the coupon.
Usage Count: Number of times the coupon has been used.
Date Added: When the coupon was created.
Use the Search bar to find specific coupons.
Click + CREATE in the Coupons section.
Fill in the details:
Name: Name of the coupon (e.g., “Autumn Happy Hour Discount”).
Description: Explain the purpose of the coupon (e.g., “October and November Discount”).
Coupon Code: Enter a unique code (e.g., “Autumnhappyhour”).
Click SAVE to create the coupon.
Click VIEW ASSIGNMENTS to see which customers have been assigned coupons.
The table will display:
Coupon Name: Name of the coupon.
Customer Name: Name of the customer who received the coupon.
Customer Email: Email address of the customer.
Assigned Date: When the coupon was assigned.
Go to the Coupon Assignments section in YBP.
Click + CREATE to assign a coupon to a customer.
Select the Coupon Name from the dropdown.
Enter the Customer Name and Customer Email.
Set the Assigned Date.
Click SAVE to complete the assignment.
In the Coupons section, locate the coupon you want to modify.
Click EDIT to update details like the name, description, or code.
Click DELETE to remove the coupon from the system.
Regularly check the Coupons section in YBP to monitor:
Usage Count: How many times a coupon has been used.
Assigned Coupons: Which customers have received coupons.
Use Clear Names and Descriptions: Make it easy to identify the purpose of each coupon.
Track Usage: Monitor which coupons are most popular and adjust your strategy accordingly.
Set Expiry Dates: If applicable, set expiration dates to encourage timely usage.
Promote Coupons: Use email campaigns or notifications to inform customers about available coupons.