Tutorial: How to create a promotion to give away Promotional Codes

If you want to set up a promotion to distribute promotional codes and ask users to leave their personal details in exchange, follow the steps outlined below:



STEP 1. Create the promotion

1. Access the Easypromos Control Panel and log in with your email address and password to manage and create your promotions.



2. Create a new promotion via the ‘Create a new promotion’ button. 


3. You will be presented with the products available. Choose ‘Promotional code’ to create a promotion that consists of a registration form where users let their personal data and a final page where the promotional code is given away.


4.Go on to step 2 and choose the platform version to use (Premium or White Label).


5. Your promotion is already created! In the background, you can see the promotion management page. A pop-up window will ask you some extra information in order to help you with pre-settings. If you are not interested, you can skip this step.

  • Default language: Option for selecting the language by default in which you wish to display the promotion content.
  • Country. You'll be able to limit participation to one or several particular countries, and only those users who have an IP address corresponding to these countries will be able to register Find more information about country filters.


6. Now you find yourself in the promotion management page, where you have all the options to configure the promotion. Below we outline all the most relevant sections:


  1. Header. You will find the title of the promotion, the version and other relevant information such as the ID number of the promotion, which identifies each promotion. Give this number to the Easypromos team if you have any issues with the promotion. This will make it easier for them to review your settings.
  2. Quick button to Preview the promotion. When clicking this button, the Preview tool will open in a new browser window, so you can continue working comfortably in the promotion and, at the same time, preview how the final result is going.
  3. Link to the promotion. This is the URL that you should use in all the dissemination actions that you are going to carry out. More information here.
  4. Copy link button. Here you'll be able to automatically copy the link to disseminate the promotion.
  5. Activate Promotion button. When you have the promotion prepared and ready to launch, click this button to activate and start it. This button will take you to the activation page, where you can review the billing information to proceed to make the payment of the promotion.
  6. Side menu. Here you will find all the configuration options of the promotion.
  7. Promotion status. It indicates the status of the promotion: Draft, Active or Expired, as well as if it’s about to start. Once the promotion period has ended, this field will be marked in red saying: Status: Expired. What to do: Here you can choose what you want to show in the URL of the promotion.
  8. Link to the configuration tutorial. For each type of application you have available from here the link to the step-by-step tutorial so you do not miss any important step.
  9. Direct access to configuration options within the Editor. This module presents the access to the edition of the following sections which are located within the Editor:
    • Management of the dates and the time zone that will have the promotion.
    • Languages: It indicates the default language of the promotion and it allows you to change it if you need it.
    • Localization: It allows to limit the participation to one or several countries (option included by default in the Premium and the White Libel promotions, and in the Basic version by purchasing the additional extension). More information

STEP 2. Create a code set to load all the codes to distribute among users

The “Promotional Codes” app will allow you to load the list of codes that you will distribute among users that register in your promotion.

Note: The Easypromos platform provides a system for loading and distributing alphanumeric codes among users registered to the application, but codes must be created outside the Easypromos platform. If you do not have your own code generation system, you can use an online tool or software like this popular free tool. Once you have the promotional codes that you want to distribute among participants, they can be loaded into the code set. This is the process that we explained in this first step of the Tutorial.

In order to do so, the process to create the codes and configure the way of distributing them among the participants is divided into 2 steps:

Step 1: Create a codeset

First of all, you’ll need to create a codeset where you’ll be able to load all the codes that you want to distribute among users. If you need to create a large amount of codes, you must create them in batches of 20,000 (with a maximum limit of 2 million codes).

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

1. Access the “Editor” from the promotion management page.


2. Locate the section Tools > Codeset on the left menu. Then click on the “New codeset” button to start loading the codes:

 3. In the “Codeset options” screen you’ll be able to create your codeset and upload all the codes that you want to distribute. More precisely, you can upload all the codes by copying and pasting the codes directly into the corresponding field, one code per line.


Considerations to take into account:

  • The codes will be assigned in the same order they have been inserted into this field.
  • You’ll be able to load all the codes in batches of 20,000 (with a maximum limit of 2 million codes).
  • You’ll be able to add new codes at any time by accessing the Codeset options screen again.

Step 2: Set up the options to distribute the codes

Once you have created the codeset, the next and most important step is to select the codeset that you’ll use in order to distribute the codes among the users.

In order to do so, locate the section Tools > Coupons and codes on the menu and complete the following options:


1. Codeset: Select the codeset that you’ve just created so that the system distributes the codes included in the set among all users registered.

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

2. If the codes finish: Decide what you want the system to do when the last code has been distributed:

Do not assign any other code: New users will not be assigned any code.
Repeat the codes: The same codes will be distributed, starting again from the beginning of the list of the codeset.

3. Assign codes: Decide which users you want to assign a code to. You can decide between:

  • To all registered users: this is the option that is configured by default. This way all users who register in the promotion will obtain a promotional code at the end of the registration process. 
  • Only to instant winners: option only available in case of enabling the "Instant Win" module. It allows to distribute a promotional code only to the users who register in the promotion and they are winners by Instant Win. [More information].

4. Type of barcode: The application will always present the promotional code in the format in which it was pre-loaded. However, you will also be able to present it in a QR or barcode format. The formats supported are:

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

5. Instructions for use: Complete the instructions field to explain how the promotional codes can be redeemed (optional).

6. Upload a coupon image that will be displayed next to the code on the final page. Note the recommended size: 728x360px.

7. Customize the name and email of the sender of the email that the participant will receive if he decides to send the promotional code to his email from the final page (only available for White Label promotions). [More information].

8. Enable the Validation Portal: If you need to verify the promotional codes at the point of sale, the Validation Portal will facilitate the redemption of the codes in the physical store. [More information]


STEP 3. Customize the texts and images of each screen

The platform comes configured with many features that are pre-set based on the application that you have chosen.

From this moment on, you should focus on the customization of promotion texts and images, as well as on colors and font settings.

1. Within the same Editor, go to the first section, "Pages", and configure the texts and images of each page of the promotion.


A) Welcome

  • Change the provisional title for one that allows identify the strong points of your promotion. It’s a good idea to make this descriptive text as attractive as possible to users.
  • Configure the texts for the page and upload an image to give it more dynamism.
  • In the description, change the provisional text to personalize and explain your own contest mechanism so that participants are clear about what steps they should follow to take part in the contest. You can also customize the ‘Enter’ and ‘View entries’ buttons.

B) Entry form.

C) Thank you.

Customize it with a final image and a thank you text. You can also create an extra button with an external link.

  • Text to encourage users to share. On the left side of the first share button there is a text that you can customize. Use this to encourage your participants to share the contest.
  • Thank you message. You can also use it to thank participants and tell them when the winner will be announced.
  • Use the final image to give a more personalized aspect to the sweepstake, reminding participants what the prize is and encouraging them to share the sweepstake.

Note: Additionally, in promotions created with the Premium design template you have the following additional functionalities to customize the pages of the promotion:

  • Customize the name of each section and the icon that identifies it within the promotion menu. For example, you can change the default name of "Welcome" page to "Start".
  • Add new sections in the promotion menu to present additional content. This new section can be set up in two different ways:
    • New page, for example, to present and explain the prizes of the promotion.
    • External link, to drive traffic to your website or microsite.


Learn how to customize the promotion menu in this tutorial.

Note: download the Easypromos Design Guide and you will have measurements for all the images you need to complete the promotion.

STEP 4. Customize the design

In the Design menu you can customize the look & feel of your promotion completely to adapt it to your brand or product.

In this way, the section "Design" will be presented with the following options:

  • Template: Decide which design template you want to use to customize the promotion: the Basic design template, or the Premium design template.
  • Colors: Change the colors of the texts and the action elements of the promotion.
  • Typographies: Select the font used for texts and action buttons of the promotion.
  • Buttons (only Premium template): Set the style of the promotion buttons (outlined or solid).
  • Container (only Premium template): Completely customize the container by setting the style, opacity, height or position.
  • Background: Customize the background of the promotion with an own image or a color. The background will be the same for the different pages of the promotion.
  • CSS Styles (only White Label): Use your own CSS styles to completely customize the template-


Discover all the graphic possibilities offered by the module "Design".

STEP 5. Introduce the Terms and Conditions

Introduce the terms and conditions, explaining all the aspects that concern the promotion, sweepstakes or contest. These terms will be shown via a button on the main page of the promotion and from a link available via any of the promotion’s pages.

To add the terms and conditions, go to the Editor> General> Legal content, where you will find the following sections:


How to use the free tool for hosting the terms and conditions 

STEP 6. Configure the My Networks module and the promotion footer

The 'My networks' module enables you to totally customize the page that is presented to the user before they finalize the registration. This means you can give them the option to click ‘Like’ on your Facebook Page. The My Networks module can be customized with Facebook pages, as well as with Twitter, Instagram and Youtube accounts. Learn how to do this here.

To customize the My Networks module go to Editor > General > My Networks:


You can also customize the text at the footer of the promotion, or deactivate this if it doesn’t interest you. This is a banner, presented at the footer of each screen of the promotion.

To enable the Footer of the promotion go to Editor > General > Footer:


STEP 7. Customize viral content

This section is very important to obtain a high level of virality for the contest. The viral content is the message that will be shown when a participant shares the promotion with friends to invite them to the promotion. You can customize the share message based on the channel through which participants wish to disseminate it when they invite friends to the promotion and obtain recruits.

To customize the viral content of the promotion go to Editor > General > Share:

Promotional_Codes_8.pngYou should complete the following sections:

A) Generic:

Set up the generic contents of the promotion here:

  • Viral image: This is the image that will accompany the text to be shared. To make it optimal for the social networks, we suggest a measurement of 1200px wide by 630px high. This same image will be shared via Facebook, Pinterest and Google+. If you don’t upload a specific image for this section, the main promotion image will be disseminated when a participant shares the promotion.
  • Generic content: This is the viral text that will be disseminated across the social networks when the participant shares the promotion via the share button on the main page, the registration form or the header of the participations gallery. Learn how to configure this.

B) Recruitment.

This is the content that is proposed by default when sharing on the social networks via the final page.

STEP 8. Check the advanced settings

Access the Editor> Pages> Form> Options to check how users should be registered:


For a Promotional Codes promotion, we recommend setting up the following options:

  • Max. users: Decide if you want to close the promotion to a maximum number of participants. By default, there is no limit of users who can participate in the contest.
  • Maximum entries per user: You can decide how many times the same user can participate. By default it is 1 participation per user.
  • Enable Facebook Login: Enable the login with Facebook window so that the user can participate identifying with his Facebook user.
  • Do you want to be mandatory for users to connect on Facebook?: Requires login with Facebook to participate. Check the form with which participants identify themselves.
  • Enable premoderation: You can moderate your entries before they appear in the public gallery. (This option is not required in a Promotional Codes promotion).
  • Notification of new entrant: Use it if you want to receive an email when a new entrant registers in this promotion.
  • Anti-fraud options: With the aim of helping administrators organize top-quality contests, the platform contains a series of techniques and tools to help minimize the impact of participants bad practices. 

STEP 9. Restrictions to access the promotion

The application allows you to restrict the access to the promotion to limit users who can participate in it. Specifically, the platform offers you 2 forms of restriction:

  • Restriction by country: It allows to limit the promotion to a specific country or several countries. In this way, only those users who connect from the selected country or countries will see the promotion.

Learn how to enable country restriction in your promotion here.


  • Age Restriction: Limit the promotion to users whose date of birth is higher than the one indicated by the administrator to establish a minimum age to participate in the promotion.

Learn how to enable this age verification window in your promotion here.

Note: The functionality to restrict the promotion by age is only available for promotions created with the Premium version and the White Label version that have been designed with the Premium design template.


STEP 10. Communicate with participants via the Emails Platform

If you need to communicate with participants during and after the promotion, you can use this section to create, customize and send emails.

This tool can be very useful in the promotional codes app because it permits you to configure automatic emails to contact participants with one of these objectives:

  1. To thank participants for registering.
  2. Send the promotional code directly by this channel.
  3. Send an email to all participants confirming that the promotion has ended and thanking them for their participation.

Learn how to create an email with the Platform to communicate with participants from the beginning and thus achieve greater virality.

Important! The platform has the ‘smart tags’ feature at its disposal. This enables you to configure customized emails. Use the ‘smart tag’ {{user_recruiting_url}} which, upon sending the email, will be substituted by the recruitment URL of each participant.

Note: The Emails Platform is not included by default in Promotions created with the Basic version. It can be included as an extension for $50USD.

STEP 11. Preview the promotion

At any time, you can check how the promotion will be displayed once you activate it in order to review the graphic part. To do this, within the same Editor of the promotion you will find the "Preview" direct button in the Editor's header:


Please bear in mind that the preview is not functional; this means that it will let you turn the page even though you haven’t filled in the fields. The best method for testing the functionality of the promotion is to activate the promotion but protect it and carry out tests in a closed group. Here we explain how. 

STEP 12. Activate the promotion

Once you have configured all aspects of the promotion, you can activate it from the management page of the promotion, where you can make the payment. Here you will find more information. 



STEP 13. Publish the promotion

Although your promotion is now active, you still need to take the last step: publishing it. On creating the contest, a URL is generated which will be the main promotion link. By default, this main link leads to a microsite where the promotion is presented. Also, and not exclusively, you can publish the promotion on the Facebook Page or embed it in your blog or website. Control where you wish to publish it via ‘Buzz’. You’ll find all the information about this step here.

STEP 14. Disseminate the promotion

It will also be important to disseminate the promotion via various channels. Always use the main promotion link, as it’s the only one compatible with all types of devices.

You can share the promotion via the following methods:

  • With the direct link to the promotion.
  • With the ‘share’ button on Facebook, Twitter and Pinterest.
  • Creating an outstanding campaign. This option implies placing your campaign in the section of Easypromos highlighted promotions. The highlighted have an additional cost to the price of activating the campaign, and this price is per day of the campaign. If you’d like to create a highlighted campaign, consult this tutorial.

We also recommend this article with 14 basic steps for disseminating and highlighting your campaign on your Facebook Page.

STEP 15. Manage the promotion while it is still active

While the promotion is active you can monitor and manage the participants and the promotional codes that are being assigned. In particular, you’ll be able to monitor the activity of your promotion from two different sections:

1. From the Editor > Tools > Codeset From here you’ll be able to check the list of promotional codes that are being distributed among users. In particular, you’ll have tools to:

  • See and filter by the assignment status of the codes.
  • See the name of the user that has been assigned to each code and access from here the individual entry of each assignment.
  • Add new codes to the codeset or delete codes that have not been distributed yet.
  • Sort the list of codes by the insertion date (ascending or descending order).


2. From the “View entries” section within the promotion management page, where you’ll be able to see the information of all entrants and download it into an Excel file.

Note: Information about participants will be available even when the promotion has finished.

If you have enabled the Code Redemption Portal to verify the codes, you will know which participants have verified them. You will also be able to download a CSV/Excel file with the list of all the participants who have validated their codes and the date when they were validated. 

You will see the participants with validated code with a green circle next to:

Download the file by clicking on "Export and download" button:

Important! To check this information, the promotion must have these settings:

1. "Coupons and codes" module must be enabled.
2. A codeset muy have been created including the list of promotional codes.
3. The Code Redemption Portal must be enabled.

STEP 16. Check the Promotion Statistics

Access the ‘Statistics’ section to find out about the evolution of participants and their interaction with the application. This information will be available as soon as the first participation is made until after the promotion has finished. Learn more about the information that you have access to in this section.


STEP 17. Final sweepstake to give away the prize and publish the winners

If you want to carry out a random sweepstakes, apart from distrubuting codes, you can use the "Winners tool" once the registration period has finished. With this tool you can carry out a random sweepstakes and select one or more winners or finalists. This is an optional tool, without any added cost, and you can set it up after the registration period.

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