The Rewards Centre allows you to export coupon collections associated with your promotions.
The Rewards Centre allows you to manage and export coupon collections associated with your promotions. Using its selection and filtering options, you can customize your export to include specific coupons based on their status (used or unused) or select all coupons at once. Here's how to do it.
You can only do this if you are an admin on the account
Steps to Export Coupon Collections
1. Navigate to the Rewards Centre
- Click on the Rewards Module in the main navigation menu.
- Make the sensitive data visible by toggling this switch
- Select the Coupon Collections section to view all available collections.
2. Select a Coupon Collection
- Identify the coupon collection you wish to export.
- Click on the collection name to open its detailed view.
3. Filter or Select Coupons
The Rewards Centre provides two ways to select coupons for export:
Option 1: Use the Dropdown Menu to Select Visible Coupons
- Click the Checkbox next to the "Code" column header.
- Choose one of the following options:
- Select All: Selects all visible coupons currently displayed on the page.
- Select Used: Selects only redeemed coupons visible on the page.
- Select Unused: Selects only unused coupons visible on the page.
- This option only applies to the coupons currently displayed on the page. To select all coupons in the collection, use Option 2.
Option 2: Select All Coupons in the Collection
- To select all coupons in the collection (including those not visible on the current page), click the Download Icon next to the total number of coupons (e.g., "1004 Coupons").
- This will select and prepare all coupons in the collection for export.
4. Export the Coupon Collection
- Once you've made your selection (all or a filtered subset), click the Download Icon.
- The system will generate a CSV file containing the selected coupons.
Understanding the Exported CSV
The CSV file will include the following columns:
- Code: The unique coupon code.
- Name: Participant's name (if captured).
- Email: Participant's email address (if provided).
- Invite Code: The invite code associated with the coupon (if applicable).
- Used At: The date and time the coupon was redeemed (if applicable).
- Status: Indicates whether the coupon is used or unused.
FAQs
Q1: Can I export coupons across multiple collections at once?
No, you need to export coupons one collection at a time.
Q2: What happens if I only select visible coupons?
The export will include only the coupons visible on the page that match your selection criteria.
Q3: How do I export all coupons in the collection?
Click the Download Icon with the total number of coupons (e.g., "1004 Coupons") to include the entire collection in the export.
Q4: What format is the exported file?
The exported file is a CSV, which can be opened in spreadsheet tools like Microsoft Excel or Google Sheets.