The Promo Codes promotion will allow you to configure a registration form so that participants leave their personal data and in return offer them a promotional code for a gift or discount to be exchanged at the store or point of sale.

📚 Related Resources

Before you begin configuring your promotion, we recommend reviewing the following design guides if you want to customize the look and feel of your promotion:

• Promotion Design Guide: Image specifications for the screens shared by all promotions (welcome, registration, background, final page, sharing, etc.).
• Promo Codes Design Guide: Image specifications for all assets specific to the Promo Codes, including check-in image, coupon image and more.

The content of the tutorial is as follows:

1. General description

2. How is the user registration process

3. Create the promotion

4. Create and customize the coupon

   • Step 1: Creating the prize

   • Step 2: Editing the features of the prize

5. Upload and configure the codes

   • Step 1: Create a codeset

   • Step 2: Set up code distribution options

   • Step 3: Link the codeset to the prize

6. Participant registration system

7. Activate the Prize Redemption tool

8. Customize the design and finish the settings

1. General description

The "Promo codes" promotion allows you to distribute unique alphanumeric codes to users, which you will have previously uploaded in the tool. To obtain the promotional code or coupon, the user must complete a registration form that you can fully customize. In this way, in addition to having an organized coupon distribution system, you will be able to obtain the contact details of the users who register.

The application provides all the tools so that the distribution of the code or coupon among the participants is complete:

• Instructions of use and coupon download options to ensure an optimal user experience.
• Automatically send the promotional code or coupon by email.
• Export registered user data to an Excel/CSV file.
• Possibility to show the code in barcode or QR format in order to speed up and automate the coupon redemption.
• Possibility of using the Prize redemption tool to automatically verify the codes at the point of sale.

2. How is the user registration process

What will the user experience be like? The promotion is made up of different pages that the user will find when interacting with the promotion to participate, such as: the initial welcome page, the registration page, where the user will register with their data, the final page, etc. As a whole, the different pages will make up the structure of the promotion and the flow of participation that the user will follow to complete the promotional mechanics of the promotion.

In particular, in a Distribute coupon codes promotion, as an administrator you can choose between two different types of registrations:

1-Step Registration

This registration modality consists of presenting the user with a simple registration form, which you can fully customize with the data you want to request. In this case, the user registration flow will be very simple:

1. Welcome page. It allows to present the promotion and includes the "Participate" action button, which takes the user to the next page.
2. Registration page, which the user must fill in with all the information requested.
3. Final page, which the user will access after filling in the form, where they can see a thank you message, confirming their registration, and where the promotional coupon they have won will appear.

2-Step Registration

With this registration modality, the user must first identify and then he can finish the registration process in order to obtain the coupon. You will be able to select the identification method in the first step (email, social network, code), and the registration fields and legal consents in the second step. In this case, the user registration flow will be:

1. Welcome page. It allows to present the promotion and includes the "Participate" action button, which takes the user to the next page.
2. Login page. The user must identify with one of the login methods defined by the administrator when creating the promotion.
3. Registration page, which the user must fill in with all the information requested.
4. [Optional] Requirement Page. Additionally, the promotion may present Requirements as a complement to user participation, which are additional actions that users must perform before being able to participate.
5. Final page, which the user will access after filling in the form, where they can see a thank you message, confirming their registration, and where the promotional coupon they have won will appear..

When is the 2-Step Registration recommended?

• It allows quick identification through social networks: Facebook, Google, Twitch and Linkedin.
• Optimized system for email verification. The user will not see the Final screen until they validate the email.
• It allows to enable the Requirement page as a complement to user participation, such as uploading a purchase receipt or validating a code.
• It is compatible with user identification integrated into the client's own system (for example, via Autologin).

3. Create the promotion

How to start creating the Distribute coupon code promotion? We present the following tutorial that will allow you to know the first steps to create your promotion so that you do not miss any important point. You will learn all the general management options that you have available as an administrator in your internal dashboard to manage and edit the promotion.

Discover the first steps to create my first promotion.

4. Create and customize the coupon

The next step is to create and customize the coupon that you will be giving away. Decide how you're going to assign coupons, and design how they will be displayed to users.

In Coupon Codes promotions, the assignment of the prize is usually set to “On participating”. This means that prizes are instantly awarded when users register for the promotion.

We’ll divide the creation of your prize into two steps, explained in more detail below:

• Step 1: Creating the prize

• Step 2: Editing the features of the prize

Step 1: Creating the prize

Access the Editor of the promotion:

2. Next, go to Prizes > Prize inventory, where you can edit the pre-configured prize or  click “Create a prize” to create a new one:

3. Next you will see a window with the different types of prizes that you can create. Select “On Participating”:

4. Then a new window will open, where you can edit the basic details of the prize:

In this example, the prize is a 10% discount on an online shop. The details are outlined in the field “Short description”. The prize will be assigned on registration, and there are a total of 100 units of this prize (so there will be up to 100 winners).

5. When you click “Create”, the prize will be created and you will be directed to a page with a list of all the prizes. Continue to step 2.

Step 2: Editing the features of the prize

Once you have created a prize, it will be displayed on the prizes page within the Editor. Click on the pencil icon to edit more details of the prize:

Then you’ll find the following tabs:

A. “Message to winner” tab. For promotions with automatic prizes on participating, the prize is displayed directly on the "Thank you" page, which appears when the user has completed the registration process. By default, the prize will be shown in a pop-up over the "Thank you" page.

This tab sets out the options for personalizing the design of the pop-up. You can set up the following options:

1. Message to winner: you can write a message to the user. This will be displayed in the pop-up window.

2. Coupon image: In the "Media" option, you can upload the coupon image, which is displayed to the participant after they participate and win the prize. The image must be 1200 × 630 px.

3. Short description: this is the description which you wrote when you first created the prize. You can edit it at this point, if you wish.

4. Instructions: if you need to add more details about the prize - for example, how to redeem the promotional code, or an expiry date - use this field.

5. Open pop-up automatically when accessing the Thank you page: when a user wins a prize upon registration, this pop-up can be automatically displayed over the Thank you page. You can disable the pop-up so it doesn’t open automatically.

Note: You can add “Download” and “Send” buttons to the winner's pop-up.These enable the user to download the coupon or code in PDF format, or receive it by email. See the next step for how to enable the option “downloadable content”.

B. “Options” tab: In this tab, you'll see options to define the characteristics of the prize:

1. Name of prize: This field will be used as internal reference for the prize when you're managing the promotion. It will also appear as the title on the winners page.

2. Internal reference: The title of the prize which will appear to the admin when exporting the data of the promotion. The internal reference will not appear to the users receiving the prize. 

3. Short description: This will appear as the description of the prize on the winners page. You can outline the main characteristics of the prize here.

4. Units: Indicate how many units of this prize you are offering. You must indicate the number of coupons or codes you want to distribute among participants. If you want to give every participant a coupon, you can set the units to "unlimited".

5. Do you want this prize to be a promotional code?: This option allows you to convert the prize into a promotional code that users will automatically get when participating in the promotion. This code can be the same for everyone or different and unique for each participant.

6. Does this prize have downloadable content?: Enable this option so that users can download the coupon as a PDF, or receive it as an email. You can upload your own PDF, link to an external source where the file is saved, or use Easypromos to generate a PDF automatically.

Premium users can completely customize the PDF, including unique alphanumeric codes, QR code validation, and customizable layout, texts, images, rectangles and lines.

In the "Statistics" section, you can check how many times each prize PDF has been downloaded. The system automatically records each time a user downloads the prize. More information about prize download statistics.

7. Additionally, you can enable the "Prize redemption" tool to validate the codes at your points of sale. To do this, you must enable the option "Redemption in Physical Point of Sale". This option allows you to validate the prizes at the point of sale. In this way, after winning the prize, the user can go to the point of sale to redeem it.

Check all the information on the prize validation system at the point of sale.

C. “Conditions” tab (prizes "On Participating" only)

By default, the prize is automatically assigned to all users who register in the promotion. But the Conditions setting allows you to assign prizes based on specific criteria. For example, you could give the prize only to users who choose a specific option in a drop-down list in the entry form. Here are some examples of conditions that you can apply:

• Create a range of prizes, each related to a different option in a drop-down list in the entry form.
• Make the prize dependent on answering quiz questions correctly.

5. Upload and configure the codes

If you want to distribute your own unique alphanumeric codes, you'll need to upload them as a codeset, and link it to the prize. This feature is available for Premium and White Label promotions only.

Follow this simple 3-step process to set up your unique codes:

• Step 1: Create a codeset

• Step 2: Set up code distribution options

• Step 3: Link the codeset to the prize

Step 1: Create a codeset

First of all, you’ll need to create a codeset which includes all the codes that you want to distribute. If you want to create a very large codeset, you must add codes in batches of 100,000 (with a maximum limit of 1 million).

In order to create the codeset, follow the steps below:

1. Access the section Utilities > Codeset. Next, click the button “New codeset” to begin loading the codes:

2. In the “Codeset options” screen, you’ll be able to create your codeset and upload all the codes that you want to distribute. Add the codes by copying and pasting them directly into the corresponding field (one code per line), or by importing them directly from a CSV file:

Keep in mind:

• The codes will be assigned in the same order they have been inserted into this field.
• You can load codes in batches of up to 100,000 (with a maximum limit of 1 million codes).
• You can add more codes at any time by accessing the Codeset options screen.
• Code sets that exceed 1,000,000 codes are managed directly by the Easypromos technical team to ensure an optimal process. In this case, you will need to contact the Easypromos sales team to manage the set (additional service fees may apply).

Step 2: Set up code distribution options

Once you have created the codeset, the next step is to configure the distribution of codes. In the “Codeset” section, click on the pencil icon to edit the codeset:

Here you will find the following options:

1. Title: You'll be able to change the title of the code set, if needed.

2. Type of barcode: The application automatically presents the code in the same format in which it was pre-loaded. However, you can choose to display codes in other formats too. The formats currently supported are:

• QR Codes
• EAN-13 Barcodes
• CODE 128 Barcodes
• CODE 39 Barcodes

Step 3: Link the codeset to the prize

Once you have configured the codeset, the next step is to link it to the prize.

Go to Prizes > Prize inventory. Then click on the “Options” tab within the prize you want to link to the codeset. Select the codeset that you've just created. The system will now be able to distribute the prize codes among participants:

Important! If you don’t select a codeset, the system will not distribute any codes among users.

6. Participant registration system

In order to participate in the promotion, users must register by filling in the registration form with the requested data.

To do this, go to the Editor > Pages > Login and registration to customize the fields that you want to ask users to be able to participate:

Check the tutorial where we explain how to configure the promotion registration form.

When creating the promotion you can choose the flow of user participation:

1. 1 Step Registration: Simple registration form. You can set up the registration form fields and the legal consent. The user will receive the coupon after registering.
2. 2 Step Registration: The users identify themselves and next, they finish the registration. You can select the identification method for the first step (email, mobile number, social media account, code), and the registration fields and legal consent for the second step.
   The user will receive the coupon after registering. This registration is recommended for:
   • Validating the user's email or telephone number.
   • Social media login.
   • Multiple participations per user.
   • SSO integration: Autologin, Open ID Connect.

7. Enable the Prizes Redemption tool

f you need to verify the promotional codes in the establishment, you can enable the Prize Redemption tool, which allows validation and physical delivery of prizes in a safe, reliable, agile and fraud-free manner.

Check here all the steps to be able to enable and customize the Prize Redemption tool in your promotion.

8. Customize the design and finish the settings

Once you have configured the promotion, the next step is to finish the configuration of the other options of the promotion, such as customizing the design template with your own colors and texts, introducing the legal bases, the viral content settings, etc. 

Check the tutorial to finish the configuration and customization of your promotion.