60.1 Coupon Workflow

The Coupon Workspace includes a Workflow tab that summarizes the end-to-end Coupon redemption process.

60.2 Redemption Workflow

The deployed workflow contains four steps:

1. Customer scans or opens Coupon Page.
2. Customer claims a unique Coupon Code.
3. Staff validates the Code at checkout.
4. Mark Coupon as Used for reporting.

60.3 Offer Ideas

The Workflow tab also includes reusable Offer Ideas.

Examples include:

• 20% off next visit.
• Free consultation.
• Buy 1 get 1 trial.
• Weekend limited offer.

60.4 Use Idea

Select Use idea to open the Coupon Campaign creation dialog with the selected idea inserted as the Coupon Name.

The Workflow also preloads example Terms stating that the offer is valid for one customer and cannot be combined with other offers.

60.5 Generate Promo Message

The Coupons header provides Generate promo message.

This opens the user-facing Content Writer with a Coupon Message objective focused on driving local customer claims.

60.6 Default Promo Context

The supplied content-writing context can include:

• A goal to promote a local Coupon Campaign.
• An example offer such as 20% off a next visit.
• New and returning local customers as the target audience.
• Instructions to create short Facebook, WhatsApp, SMS, and Email-friendly copy.

60.7 Campaign-Specific Content

Individual Coupon Campaigns also provide Generate Content.

That action can supply the specific Business, Coupon Name, Discount Value, Expiry Date, Terms, and Campaign identifiers to Content Writer.

60.8 Before Publishing

1. Confirm the correct Business.
2. Confirm Coupon Name.
3. Confirm Discount Type.
4. Confirm Discount Value.
5. Confirm Code Prefix if used.
6. Confirm Usage Limit.
7. Confirm Expiry Date.
8. Confirm Terms.
9. Review the public-page design.
10. Open and test the customer-facing Coupon Page.

60.9 Before Printing a QR Code

Open the Coupon Page and verify the customer can reach the intended Offer. Printed QR materials can remain in circulation longer than expected, so confirm that the Campaign, Expiry Date, and Business context are correct before distribution.

60.10 Monitor Claims

Review Recent Claims regularly after launch. Compare customer claim volume with the Usage Limit and Expiry Date so the Business understands when the offer is approaching its operational boundary.

60.11 Track Redemptions

Do not stop measurement at Coupon Claims. Mark actual redemptions Used so the Coupons Used and Redemption Rate metrics represent real customer behavior.

60.12 Use Draft for Temporary Removal

Move a campaign to Draft when it should temporarily leave the Live state but its history should remain available.

60.13 Delete Carefully

Deleting a Coupon Campaign removes the connected Coupon Page, QR Asset, Scans, and Coupon Claims. Use Delete only when permanent removal of that connected campaign history is intended.

60.14 Operational Measurement

Evaluate Coupon performance using multiple signals:

• Visits indicate traffic.
• Claims indicate customer offer interest.
• Used indicates actual redemption.
• Redemption Rate shows how effectively claims become completed redemptions.