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Manage promotion codes

Zuora

Manage promotion codes

This article introduces the common operations that you are likely to use in the UI after child campaigns are set up.

For alternative API operations, see API Docs for more information.

Export promotion codes

Take the following steps to export promotion codes:

  1. Launch Promotion Codes from your Zuora tenant.
  2. In the Campaigns tab, locate the target campaign that includes all promotion codes you want to export, and click check_icon to enter the homepage of the campaign. 
  3. Click Background Workers. The promotion code background jobs for all child campaigns are displayed in this tab.
  4. Locate the campaign job that you want to export with the - Export suffix, and click manage_icon on the left.
  5. Select Show.
  6. In the job details dialog, click the link to download the attached CSV file that contains all generated promotion codes. 

Specific to single-use promotion codes, you can also use the "Creates a CSV of the single use campaign" API operations in the API Docs to export CSV files as an alternative. 

Subsequently, you can distribute the generated promotion codes to your customers who are eligible for the campaigns. See assign single-use codes as an example. The percentage and the number of consumed promotion codes will be reflected in the charts in the Dashboard tab of both the campaign and the App instance homepage.

Copy or move child campaigns

Take the following steps to copy or move a child campaign:

  1. Launch Promotion Codes from your Zuora tenant.
  2. In the Campaigns tab, locate the campaign that includes the source child campaign, and click check_icon to enter the homepage of the campaign. 
  3. Scroll to the bottom of the campaign homepage, select the child campaign that you want to copy or move, and click Copy_move_icon. Note that you can select multiple campaigns at one time.
  4. In the dropdown list, select Copy/Move. The Move / Copy Code Group dialog is then displayed.
  5. In the first dropdown list of the dialog, select Copy or Move.
  6. In the section dropdown list, select the target campaign that you want to copy or move the selected child campaigns to.
  7. Click Done.

Then you can find that the selected child campaigns are displayed on the homepage of the target campaign with identical configuration. 

Update child campaign configuration

Take the following steps to update a child campaign configuration:

  1. Launch Promotion Codes from your Zuora tenant.
  2. In the Campaigns tab, locate the campaign that includes the source child campaign, and click check_icon to enter the homepage of the campaign. 
  3. Scroll to the bottom of the campaign homepage, locate the child campaign that you want to update, and click manage_icon on the left.
  4. Select Edit from the expanded menu.
  5. In the Update Promo dialog, make the corresponding changes to the configuration of the selected child campaign.
  6. Click Update to save the changes.

Delete child campaigns

Take the following steps to delete a child campaign:

  1. Launch Promotion Codes from your Zuora tenant.
  2. In the Campaigns tab, locate the campaign that includes the source child campaign, and click check_icon to enter the homepage of the campaign. 
  3. Scroll to the bottom of the campaign homepage, locate the child campaign that you want to update, and click manage_icon on the left.
  4. Select Delete from the menu.
  5. In the confirmation dialog, click OK. Then this child campaign is deleted from its parent campaign.

Set up callouts 

To get notified when campaign updates occur, you can set up callouts in Promo Codes. Configured callouts will be triggered when a child campaign is created or updated in the app instance. 

Take the following steps to configure a callout:

  1. Launch Promotion Codes from your Zuora tenant.
  2. Click the Advanced tab.
  3. In the Url field, enter the target callout endpoint.
  4. In the Username and Password fields, enter the basic authentication credentials of the target callout endpoint, respectively.
  5. Click Update.