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Create a Coupon
Step 1: Navigate to Discounts Go to the Menu and select "Discounts". Click the +Create a Discount button and select Coupon. Step 2: Enter Coupon Details Coupon Code Name: An internal name for your reference (e.g., "Summer2024-15%Off"). D...
Generate Coupon Codes
Once you have created the coupon template, you must generate the unique codes to be distributed. Find your newly created coupon in the Offers list. Click the Actions menu (three-dot icon) and select Generate Codes. Add Code Details: Number of Codes: ...
Create a Promotion
Step 1: Navigate to Discounts Go to the Menu and select "Discounts". Click the +Create a Discount button and select Promotions. Step 2: Enter Promotion Details Promotion Name: An internal name for your reference (e.g., "Summer20"). Discoun...
Create a Loyalty Discount
Step 1: Navigate to Discounts Go to the Menu and select "Discounts". Click the +Create a Discount button and select Loyalty Discounts. Step 2: Enter Coupon Details Coupon Code: A name for the discount (e.g., "10OFF-LOYALTY"). Discount Given:...
Discount Reports
Under the "Actions" menu for each offer, you can find a "Report" option. This report provides details on the performance of your offers, including: No. of Codes: The number of coupon codes generated. No. of Redemptions: The number of times the coupon...
Best Practices
Use Clear Internal Naming: Don't name your coupon "10% Off." Name it "2024-Q4-Winback-10%-Email." This makes your Reports much easier to analyze and compare campaign performance. Always Set an End Date: Avoid open-ended offers. A clear validity period...
Common Use Cases
Cart Abandonment (Coupon): Create a coupon with Dynamic Validity (e.g., "Valid for 72 hours). Use an automation tool to email this coupon to customers who abandoned their online cart. Tier-Based Rewards (Promotion): Create a promotion (e.g., "25% Off ...
Troubleshooting & FAQs
Q: My coupon code says "Invalid" or "Expired" at the POS. Why? A: There are a few common reasons: Validity: The coupon's validity period has passed, or it hasn't started yet. Redemption Limit: The code was a single-use code and has already been redeemed. ...
Navigate to OTP & Alerts
Step1: Navigating to the OTP & Alerts Section From the main dashboard, navigate to the left-hand menu. Click on Configuration under the Engagement section. Then, select OTP & Alerts from the submenu. Step2: Creating a New Alert To create...
Configuring OTPs
This type is used for transactional activities that require verification via OTP. Step1: Navigating to OTPs From the pop-up, select the OTP icon. Choose one of the OTP categories: Login: For account login verification. Redemption: For ...
OTP Fallback Feature
The OptCulture OTP & Alerts module now includes a flexible OTP fallback feature. This powerful addition ensures that your customers can always receive their one-time passwords, even if the primary delivery method fails. The system is designed to send an altern...
Configuring Expiry Alerts
Used for time-sensitive campaigns and notifications. Step1: Navigating to Alerts Select the Expiry alert type from the pop-up. On the configuration screen: Step2: On the configuration page Enable SMS or WhatsApp or Email channel. Choo...
Configuring Informational Alerts
For non-OTP, non-expiry related alerts such as notifications, updates, or promotional campaigns. Step1: Navigating to Informational Alerts Choose the Alerts type from the selection pop-up. On the configuration screen: Toggle on the required c...
Best Practices
Always use approved templates from telecom regulators (e.g., DLT). Test each alert type using a test zone before rolling out to customers. Use clear and action-oriented language in message content. Enable fallback channels for critical OTPs....
Common Use Cases
Use Case Alert Type Channel Customer login OTP OTP - Login SMS/Email Points redemption OTP OTP - Redemption SMS/Email Account signup OTP OTP - Registration SMS/Email Loyalty ...
Troubleshooting & FAQs
Q: OTP Not Received? A: Check Phone Number: Ensure the number is valid and active. Gateway Health: Confirm the selected gateway is operational. Template Approval: Unapproved templates may block delivery. Channel Enabled: Verify that the SM...
Create a Store
Step1: Navigate to Stores To begin, you will first need to navigate to the Stores section. From the main menu Configurations, then select Stores. The Stores dashboard displays a list of all your existing stores Step2: Creating a New Store ...
Update a Store
To update an existing store: Go to the Stores Use the search or filter option to locate the store you wish to update. Click the Edit icon under the ACTIONS column. This action opens the same Enter Store Information form, but pre-filled wit...
Troubleshooting & FAQs
Q: Why do I see a billing warning when creating a new store? A: The warning appears because adding a new store location can affect your subscription or billing plan. It is a prompt to ensure you are aware of any potential changes to your account charges. Q: ...
Common Use Cases
Regional Campaign Targeting: Create a "North Zone" and run a "Winter Coat Sale" promotion that is only valid for stores in that zone. Store-Specific Reporting: Compare the performance of your "Downtown" vs. "Suburban Mall" locations to see which one h...