Marketing
Promotional codes, vouchers, personal promotions, subscriptions and wallet credit.
The Marketing screen
To access the code management section, go to the MARKETING menu in the console's central panel. I...
Marketing: the five areas
Audience: marketing and customer-care staff who issue promotions, vouchers, subscriptions and wal...
How bulk changes work
The five Marketing areas are introduced in Marketing: the five areas. Wallets, vouchers, personal...
Importing from a CSV
Four of the areas described in Marketing: the five areas accept a CSV, so you can issue something...
Promotional codes
You need: Promotional codes — view to browse, Promotional codes — edit to create or change anythi...
Importing promotional codes
You need: Promotional codes — edit. Promotional codes are the one import with full job tracking. ...
Vouchers
You need: Voucher manager — view to browse, Voucher manager — edit to create or change. Importing...
Personal promotions
You need: Customer promo manager — view to browse, … — edit to change. Importing needs Personal p...
Loyalty subscriptions
You need: Subscriptions manager — view to browse, … — edit to change. Importing needs Loyalty sub...
Wallets: finding a customer
You need: Wallet manager — view. Most wallet work starts with a customer on the phone. This page ...
Wallets: managing records
You need: Wallet manager — edit to create or change records. Browsing needs only the view permiss...