Incentive Related Settings

1. On the Engage+ page, click, and navigate to the Incentives page.
2. 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

• On the Engage+ page, click, and navigate to the Incentives page.

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.

OPTION	DESCRIPTION
Code type	Select your preferred character type in the coupon code. Numeric Codes: Select this to have coupon codes only in numeric characters. For example, 12345678. Alphanumeric Codes: Select this to have coupon codes in alpha-numeric characters. For example, ABCD1234.
Default code length	Set the length of the coupon code. Recommended length: 5-7 characters
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).  Description: Includes the offer description in incentives. Terms and conditions: Includes terms and conditions of the offer in incentives. The maximum number of characters accepted in terms and conditions is 500 characters. Images: Includes images in incentives, You can add images from creative gallery or upload from your local system. You can add up to three images.
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

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.