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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.

Import promotion codes

Before importing promotion codes into Zuora, ensure that you have a valid CSV file that contains the promotion codes you need. Download either of the following templates and complete the CSV file with promotion code details as needed:

Subsequently, you can take the following steps to import promotion codes:

  1. Launch Promotion Codes from your Zuora tenant.
  2. Click the Background Jobs tab. All promotion code background jobs for all child campaigns are displayed in this tab.
  3. Expand the Actions dropdown list.
    • To import multi-use promotion codes, select Import - Create Multi Use Promotions.
    • To import single-use promotion codes, select Import - Create Single Use Codes.
  4. Click the Choose Files button and select the CSV file you want to upload.
  5. Click Create. The job is then displayed in the job list.

The Results column indicates whether the job has succeeded. If the import job succeeds, the imported promotion codes then become available for use within the app instance. If it failed, an output file that contains failure reasons will be automatically generated. You can locate the failed import job, click manage_icon on the left, and select Show to find the output file for troubleshooting.

Export promotion codes

Export multi-use codes

Take the following steps to export multi-use promotion codes:

  1. Launch Promotion Codes from your Zuora tenant.
  2. Click the Background Jobs tab. All promotion code background jobs for all child campaigns are displayed in this tab.
  3. Expand the Actions dropdown list, and select Export Multi Use Promotions. Then a new job is displayed in the background job list.
  4. Click manage_icon on the left of the new job, and select Show.
  5. In the job details dialog, click the link to download the attached CSV file that contains all generated promotion codes. 

Export single-use codes

Take the following steps to export signle-use promotion codes:

  1. Launch Promotion Codes from your Zuora tenant.
  2. Click Background Jobs. The promotion code background jobs for all child campaigns are displayed in this tab.
  3. Locate the campaign job that you want to export with the - Export suffix, and click manage_icon on the left.
  4. Select Show.
  5. 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 target 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 target 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 delete, 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.