Tutorial: How to create a promotion to Redeem Codes

Use the Redeem Codes app to create a registration form where users submit their personal details in exchange for an online promotional code, linked to exclusive free gifts or discounts. To set up your Redeem Codes promotion, follow the steps below:


Step 1. Create promotion

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


2. Click the green button to Create a new promotion.


3. You'll see a list of all the products available. Choose Redeem Codes to set up an online promotion, in wich participants register for gift or discount codes.



4. As a next step, set up the following options:

  • Organizing brand. As a first step, you should select or create an organizing brand for your promotion. This organizing brand is independent of any social network and works as a folder within your Easypromos account, in order to help organize the promotions that you create.
  • Template version. Select which template you want to use to create your promotion: Premium or White Label.

Note: Compare here the features and functionalities included in each template.


5. After clicking on "Continue" button, you'll get access to the Promotion Management Page, with all your promotions settings. Below, we explain the most important sections: 


  1. Header. This displays the title of the promotion, the version (Premium or White Label), and the promotion ID number. You'll also see the promotion status, which indicates whether the promotion is 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. You can choose what to show on an expired promotion page.
  2. Link to the promotion. Use this URL whenever you share the promotion. Learn more about sharing here. The copy link button instantly copies the link, to make sharing even easier.
  3. Activate Promotion. When the promotion is ready to launch, click this button to activate it. You'll be taken to the activation page, where you can review billing information and make payments.
  4. Side menu. All your promotion settings in one place.
  5. View tutorial. This tutorial guides you step by step through the creation and management of your promotion.
  6. Promotion dates controls the timezone and phases of the promotion.
    Languages indicates the default language of the promotion. You can edit this if you wish.
    Localization enables you to limit participation to one or several countries. Learn more about country restrictions.
  7. Next steps: Practical recommendations to guide you in the creation and management of your campaign.
Top tip: The promotion ID number (#) is a unique identifier for each promotion. Quote this number if you need to contact the Easypromos team with any issues. This will make it easier for us to review your settings and help you out.


Step 2. Upload codes

The next and most important step is to upload the codes for your promotion. The system will be able to verify whether participants are registering with valid codes. If they do not have a valid code, they will not be able to finish the registration process.

The codes are uploaded and configured in the "Participation requirement" section, which is the screen that will appear to the user after identifying himself in the promotion and just before accessing the registration form.


Below we detail the process to upload the codes and configure the way to validate them.


Access the Editor > Pages > Participations and click on the participation stage "Check in":


Then click on the "Requirements" tab:


You will see that the system will have created for you the requirement "Validate a code", which will allow the user to enter a code as a participation requirement:


Then decide how often you want to apply the requirement: you can decide if you want users to have to enter a code each time they participate or only the first time:


Then you can set up the properties of the "Validate a Code" requirement:

1. Field label: It is the text that will appear as the title of the text field where users must enter the code, for example: "Enter your code here".

2. Chose the code validation: This is the option that allows the application to validate the code that the user types in the registration form. Follow the steps detailed below to upload the codes to the application:

  • Step 1. Select the option "Use a codeset": By default, this field is configured with the option "Use a unique code" that allows all users to participate with the same code (in this case, the code "TEST") . However, if you want users to be able to participate with a different and individual code, you must change the validation method and select "Use a codeset", where you can upload all the codes that you want to distribute among users. If you need to create a large volume of codes, you will need to create them in batches of 20,000 (with a maximum limit of 2 million codes).

Note: The Easypromos system can load and validate alphanumeric codes, but the 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.

  • Step 2. Click the "Create a codeset" button to start loading the codes:


  • Step 3. A window will open where you can create the set of codes and load all the codes that will be valid to participate. Specifically, you can load the codes by copying and pasting the codes directly: 


Note: You can upload codes in batches of 20,000, with a maximum limit of 2 million codes.

Once the codes have been uploaded to the code set, you can add new codes or consult the uploaded codes at any time by accessing the Editor > Tools > Codeset section:


3. Codes are one use only: Enable this option to check that codes are valid and are only used once. Participants will not be able to reuse codes.

4. Participants must upload an image to prove the code: This option allows you to ask users to upload an image as proof of the code, in addition to entering the code. For example: a ticket, receipt or invoice for a purchase.

5. “Contents” tab: In this section you can customize the following elements of the screen:

  • Title of the page.
  • Header image.


Note: Do you want to assign a direct award to users who enter a winning code? See the tutorial on how to create a "Winning Codes" application.


Next, click on the “Check-in” tab. This is the screen that the user will see after entering the valid code, which acts as a transition to the Thank you page, which the user accesses after completing their participation. On this screen you can customize the following elements: 

a) Image and Description: You can upload an image and a description for this screen.

b) How do you want the transition to be? By default, the system will show a progress bar that will transition to the final thank you screen, but you can configure the transition to be manual by the user by clicking a button.



Step 3. Login system of participants

Now go to the Editor > Pages > Login and you can set up the way users can identify themselves to participate in the promotion. Here you can discover the different types of Login and all the set-up options.


Note: In order to activate the Login system, it’s necessary to have an account with an active Premium or White Label plan.


Which options does the Login system give you?

The Login system allows you to offer the option of enabling multi-participation so users can accumulate codes. This possibility allows you to create promotions with a great diversity of ways to distribute prizes:

  • Run a giveaway for all registered users: For each validated code, an additional participation is given for the final draw.
  • Assign awards to specific codes: This is the dynamic that we call ‘Winning codes’, in which the users discover instantly if their code has a prize or not.
  • Instant win prizes: If you prefer to control how the app distributes the prizes, you can set up the application so that it is combined with the Instant Win system.
  • Give away prizes when a set number of codes has been validated: The user must collect a specified number of different codes and then validate them through the app to obtain a guaranteed prize that the application automatically presents on the final page.
  • Try your luck with a branded prize wheel: You can use the code validation to access contests and games.

💡 Discover in this article these ideas and other recommendations to create your Validate Codes promotion or download this PDF document to discover the dynamic of the Redeem codes app that suits you best depending on the prizes and the code validation type.


Next, check out some advanced settings by going to Editor > Pages > Form > Options


Let's look at those options in a little more detail:

  • Max. users: Decide if you want to limit the promotion to a maximum number of participants. By default, there is no limit on the number of users who can participate in the contest.
  • Notification of new entry: Enable this option if you want to receive an email every time a new participant registers in the promotion.
  • Disable autofocus in first form field: By default, the “Name” field in the entry form has the autofocus activated so that the participants can begin to write without having to click on the field first when the page loads. You can disable this effect to avoid the page to scroll down, which is useful in promotions that have a big header image.


Step 4. Customize text and images for each page

The platform comes with many default features, based on which version (Premium or White Label) you have chosen. At this point, you can customize the default features of the design, including text, images, colors and typography.

1. Go to Editor > Welcome to format the text and images on each page of the promotion. You'll also want to edit the Entry form and Thank you pages:


A) Welcome.

  • Change the provisional title for one that best describes your promotion.
  • Format the text and upload an image to make the page more dynamic.
  • Use the description to explain exactly how the promotion works. Make sure your followers know how to participate. You can also customize the “Participate” and “See Participants” buttons.

B) Entry Form.

C) Thank You.

  • Customize the final page with an optional image and thank you message. You can also customize the share buttons. Go to Thank you > Options to add a "Disconnect and start over" button.


And you can customize the following features, which apply to all pages of the promotion:


  • Customize the name and icon of each section in the promotion menu. For example, you can change the default name of the "Welcome" page to "Start", with an icon to match.
  • Add new sections to the promotion menu for 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.



Step 5. Customize the design

You can completely customize the look and feel of the promotion to match your brand, product or campaign theme. The Design menu offers the following options:

  • Colors: Change the colors of text and action elements (such as buttons) in the promotion.
  • Typographies: Select the font used for text and action elements.
  • Container: Completely customize the container by setting the style, opacity, height or position.
  • Background: Customize the background of the promotion with your own image or choice of color. The background will be the same for each page of the promotion.
  • Other: Set the style of the promotion buttons (outlined or solid), as well as the color of the button text. Also from here you can customize the background color of the pop-up windows of the promotion (for example: window that opens the terms and conditions, My Networks window, etc.)
  • Advanced (White Label only): Use your own CSS styles to customize the template even further.


Click here to discover all the possibilities of the Design menu.


Step 6. Insert legal texts

All promotions must include terms and conditions which explain all aspects of the promotion, contest or sweepstakes. If you collect users' data, you must upload a privacy policy to explain how and for what purpose you will treat their data. If necessary, you can also upload a Cookies Policy.

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

  • Terms and conditions
  • Privacy Policy
  • Cookies Policy


Note: Learn how to request consent to legal texts with simple checkboxes.


Step 7. Configure My Networks and the promotion footer

Use My Networks to customize the page which participants see before finalizing registration. For example, you can encourage them to Like your Facebook Page. My Networks can be customized for Facebook pages, as well as Twitter, Instagram and Youtube accounts. Learn more.

To customize My Networks, go to Editor > General > My Networks:


The Footer is a banner presented at the bottom of each page. You can customize the footer text, or deactivate it if you're not interested.

To edit or enable the promotion footer, go to Editor > General > Footer. You also have the following additional options:

  • Powered by: announce the brand or agency which is organizing the promotion.
  • Display terms and conditions, privacy policy, and/or cookies policy in the promotion footer.


Step 8. Customize viral content

This section is very important if you want your promotion to go viral. The viral content is the message displayed when participants share the promotion with friends, or invite them to take part. You can customize the message for different social media channels.

To customize viral content, go to Editor > General > Share:


A) Generic:

Set up the generic contents of the promotion here:

  • Viral image: This image will be displayed when participants use the share buttons on the main page or the registration form. To optimize for social networks, we suggest dimensions of 1200px by 630px. The same image will be shared on Facebook, Pinterest and Google+. If you don’t upload a specific image for this section, the main promotion image will be displayed.
  • Generic content: This text will be displayed when participants use the share buttons on the main page or the registration form. Learn how to edit it.

B) Recruitment.

This content is displayed when participants use the share buttons on the final page.


Step 9. Advanced settings

1. Go to Editor > Pages > Form > Options to access participation settings and anti-fraud tools.


For a Redeem Codes promotion, we recommend the following settings:

  • Max. users: Decide if you want to limit the promotion to a maximum number of participants. By default, there is no limit on participation.
  • Enable premoderation: You can moderate entries before they appear in a public gallery. This option does not apply to a Redeem Codes promotion, which has no public gallery.
  • Notification of new entrant: Enable this feature if you want to receive an email whenever a new participant registers.
  • Disable autofocus in first form field. By default, the “Name” field in the entry form has the autofocus activated so that the participants can begin to write without having to click on the field first when the page loads. This option allows to disable this effect to avoid that the autofocus scrolls down the page, which is useful in promotions that have a big header image.
  • Anti-fraud options: To help administrators organize top-quality contests, Easypromos has developed a range of tools to minimize bad practices. Learn more about anti-fraud tools.

2. Then go to Editor > Pages > Form > Social Login. You can choose to enable user identification via Facebook. Social Login can be optional or mandatory.



Step 10. Set promotion restrictions

You can choose to restrict access to the promotion for certain users. Specifically, the platform offers 2 forms of restriction:

  • Restriction by country: You can limit the promotion to a specific country or countries. Only those users who connect from the selected country or countries will see the promotion.

Learn how to enable country restrictions here.


  • Restriction by age: You can limit the promotion to users whose age is higher than the one indicated by the administrator. This establishes a minimum age for participation.

Learn how to enable the age verification window here.



Step 11. Contact participants via the email platform

Use this section to create, personalize and send emails. You can send emails manually or automatically, both during and after the promotion. You might want to contact participants in order to:

  1. Thank them for registering.
  2. Send them a promotional code.
  3. Announce that the promotion is over, and thank everyone for participating.

Learn how to  create an email with the Platform , communicate with participants right from the beginning, and increase your viral reach.

Important! The platform provides a "smart tags" feature to personalize automated emails. Use the "smart tag" {{user_promotional_code}} to display the promotional code assigned to each participant. You can also display the code in the body of the email, in QR or barcode format with the smart tag {{user_barcode}}.


Step 12. Publish the winners page (optional)

Before or during the promotion, you can choose to display the prizes available on a public page. The same page will show the winners of each prize, once there are winners. Choose whether to publish this "winners page" from the beginning of the promotion, or wait until the winners have been selected. To customize and publish the winners page, go to Editor > Pages > Winners.

Read the Prize management tutorial to learn more about administering prizes.


Step 13. Carry out a real test of the promotion

Before launching a promotion, it's important to make sure that the promotion shows and works correctly. To do so, all promotions includes the tool "Test Mode" which allows the administrator to carry out real tests of the promotion. This means that they can participate in the promotion just like the participants will do once the promotion is activated, and test that the promotion works as expected. That way, they can make changes to the promotion if necessary before launching.

Check out this tutorial where we explain how to test your promotion before activating it.


Step 14. Activate promotion

Once you have set up the promotion to your taste, activate it from the management page. You can also review billing information and make payments from this page. Learn more here.



Step 15. Publish promotion

Although your promotion is now active, you need to take one final step: publishing it.

When you created your promotion, a unique URL was generated. This URL is the main link to the promotion. By default, it leads to the microsite where the promotion is displayed. You can also publish the sweepstakes or promotion to a Facebook Page, or embed it into your blog or website. Manage where your promotion is published with the “Buzz” button. Learn more about this step.


Step 16. Share promotion

Share your promotion on as many different channels as possible, including all your social media. Always use the main promotion link, as it’s uniquely compatible with all devices.

You can share the promotion via the following methods:

  • With the main promotion link.
  • With the “Share” button on Facebook, Twitter and Pinterest.
  • Use Facebook Ads to give more visibility to the promotion. One of the most effective ways to improve the visibility of the promotion is through the Facebook advertising service, which will allow you to create an advertisement to promote the contest and generate traffic to the promotion. To do this, you must access the Facebook advertisers page and create an advertisement to promote the contest.
  • By making your promotion a Featured promotion. This option adds your campaign to the list of Easypromos highlighted promotions. There is an additional cost for Featuring a promotion, calculated per day of the campaign. If you’d like to Feature a campaign, consult this tutorial.

We also recommend reading these 14 basic steps for sharing and drawing attention to your campaign on your Facebook Page.


Step 17. Manage the active promotion

While the promotion is active, you can monitor and manage participants and the promotional codes which they use.

1. Go to Editor > Tools > Codeset to see which codes are being validated by users. You can:

  • See and filter by the assignment status of the codes.
  • See the name of the user who has validated each code, and access their individual promotion entry.
  • Add new codes to the codeset, or delete codes which have not been validated.
  • Sort the list of codes by upload date (ascending or descending).

2. Go to View entries on the promotion management page to learn more about participants. You can:

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


Step 18. View promotion statistics

Go to Statistics to find out more about participants and how they interact with the promotion. This information will become available as soon as the first participant registers, and remains available even after the promotion has finished. Learn more about the information available in this section.



Step 19. Manage prizes and publish the winners

When the participation period of the promotion ends, you can use the prize management system to create prizes and choose how they will be awarded. You can assign prizes randomly or manually.

  • Randomly: Run one or more sweepstakes for all the participants, or a segment of participants. You'll receive a certificate of validity with the results.
  • Manually: Assign one or more prizes manually. We recommend this option for contests with voting or skills tests. It's also useful in promotions where the winners are selected by a jury, notary public, or the organizing brand.

Learn how to create prizes and select winners with the Prize Management tutorial.

Start the winner selection process from the Winners menu:



Step 20. Finishing up the promotion 

The end of a promotion is controlled by the dates set up in the promotion Editor. When the "End of publication date" is passed, the promotion status changes from active to expired. By default, the promotion is unpublished and is no longer visible. If users try to access the promotion, a screen with the message "promotion expired" is displayed.

You can choose to edit the content of this "promotion expired" screen. You could republish the promotion so that it is visible again, show the winners of the promotion, or keep the contest gallery visible.

Learn more about your options for expired promotions.

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