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Promo Codes Templates

Table of Contents

Creating a New Promo Code in Retainly #

To initiate the Promo code creation process follow these steps:

1. Navigate to Sidebar -> Promo codes.

2. Click on the Create button. This action will display the promo code configuration modal.

Choose Promo Code Type: #

Static Promo Code:

  1. If you want a code that remains the same for every customer.
  2. Select Static in the Type selector.
  3. Enter the desired promo code in the Code input field.
  4. Provide a name for your promo code template in the Name input field.
  5. Press Save.

Dynamic Promo Code:

  1. For codes that are unique for each customer and auto-generated by Retainly, select Dynamic in the Type selector.
  2. Configure the settings for promo code generation:
    • Length: Define the desired length for the promo code.
    • Prefix: Set a static prefix for the promo code.
      • Example: If Prefix = NewYear, Promo codes might look like: NewYear123ghH, NewYearFg323h.
    • Suffix: Set a static suffix for the promo code.
      • Example: If Suffix = NewYear, Promo codes might look like: 123ghHNewYear, Fg323hNewYear.
    • Mask: Establish a specific structure for the promo code using spaces and ‘X’ signs.
      • Example: If Mask = XX XXX, promo codes might look like: F2 e28, 36 GhN, EE 203.
      • Note: When you employ the mask feature, the length parameter is disregarded.
    • Numbers: Indicate the numbers that can be used in the promo codes.
    • Symbols: Determine which symbols can be used in the promo codes.
  3. Once configured, input a name for your promo code template in the Name input field.
  4. Click Save.

Your promo code template is now set up and ready for use in the Push discount node in workflows. For an in-depth understanding, you can refer to the detailed guide here.