- On the Engage+ page, click, and navigate to the Incentives page.
- Navigate to the setting that you need to modify. For detailed information on each setting, refer to the following articles.
- Default message for incentive or offer resend
- Sync offers with InStore
- Auto-generated coupon settings
- Limit messages to send through campaigns
Default message for incentive or offer resend
Sync offers with InStore
To sync offers or incentives that are created or added on Engage+, enable Sync offers to Capillary InStore client toggle button.
Auto-generated coupon settings
For auto-generated coupon codes, you can set the coupon code length, type, and the information regarding the offer.
On the Incentives page, click Settings for automatically generated coupons.
|Code type||Select your preferred character type in the coupon code.|
|Default code length||Set the length of the coupon code.|
|Extended fields||Select the fields that you want to include with the incentive. You need to have each field that you want to include as a coupon level extended field (metadata fields enabled on Incentives section of Product Settings). |
|Add custom metadata||To add any custom metadata, click +Add custom metadata, enter metadata name, and click Save. You can add up to five custom metadata.|
|Comma separated list of purpose for which you need to create coupons||Possible purposes (comma-separated values) for coupon creation.|
These values appear on the coupon creation UI as a drop-down list for Purpose.
Limit messages to send through campaigns
By default, a user does not have access to enable the communication limit feature for an org. If authenticated users need access to it, log a JIRA ticket assigning it to the Engage+ Developer team.
When broadcasting multiple marketing campaigns there are chances of sending a campaign message to the same customer multiple times, resulting in customer dissatisfaction and ire. Engage+ allows you to limit the number of messages to be sent for each communication channel and overall messages. For each channel, you can set daily, weekly, and monthly limit.