- 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
- 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.
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Default code length | Set the length of the coupon code.
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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).
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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.
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