The Marketing screen
To access the code management section, go to the MARKETING menu in the console's central panel.
Each section loads a table containing the data for those codes. At the top of each section, you'll find the available options:
- Brands: If you have multiple brands, a dropdown will appear with the list of brands, and you must select the appropriate one for your query. If you only have one brand, this dropdown will not appear.
- Export CSV: Exports the data from the table below in CSV format.
- Import CSV: Loads a section where you can import a CSV file with the new codes you want to use. Each section has different specifications depending on the type of codes being imported.
Only CSV files are accepted, and they must strictly comply with the specifications.
CSV specifications and import
Selecting Show CSV specifications displays all the necessary information for that section on screen: how the first row of the CSV must be formatted, followed by a table with the required fields, a description of each field, and the allowed values.
The SELECT CSV button is only enabled once all required fields (if any) have been filled in.
Once a file is selected, if it passes validation (meets all requirements), a "File successfully validated" message appears next to the file, and the Upload CSV button becomes available.
Once the import begins, a message shows the status of the process, and a confirmation message appears when it finishes.
If the selected file fails validation, a "Validation Error" message appears next to the file, followed by a list of all errors found. At that point you can only select another file with those errors corrected — the upload button stays disabled until validation succeeds.
Other available actions
- New code/voucher/…: Used to create a single record in that section. Each section has its own specifications; if not all required fields are completed, the save button will not be enabled.
- Search filters: Each section has different search filters; some require filling in several fields to filter by that criterion. Filters can be reset at any time.
