We recommend using voucher codes so that you can track the success of your campaign. Important insights and optimization potential can be obtained this way.
TABLE OF CONTENTS:
- Voucher Codes for Automations via Marketing Cloud
- Voucher codes for single campaigns via CSV upload
- Personalised or general voucher codes?
Voucher codes for automations via Marketing Cloud
Emarsys
In order to assign a voucher code to each recipient, you can create a voucher pool in Emarsys Omnichannel Voucher Management, in which you store all codes.
This is done via the Emarsys personalisation service. To set this up in optilyz, please follow these instructions (login Emarsys Helpcenter required).
In optilyz, you can link this voucher pool in the step 'Visuals'. If you'd like to add multiple personalised vouchers to the same mail material, you will need to take a different approach – please see this article.
1.) Create token in Emarsys:
OLD FRONTEND:
2.) Paste token to optilyz:
In optilyz, go to “Visuals > Add vouchers > Personalised vouchers” and select ‘Content Personalisation’ (the last option in the dropdown). Here you can paste the ESL code that you copy from Emarsys.
Important: It is only possible to connect one voucher pool per automation in the classic version of optilyz. If you want to connect multiple voucher pools (to e.g. test "% vs €" voucher in an A/B test), please write to support@optilyz.com to be onboarded to the new version of optilyz.
NEW FRONTEND:
2.) Paste token to optilyz:
In optilyz, go to “Visuals > Add vouchers” and select ‘Personalisation token’ (the first option in the dropdown). Here you can paste the ESL code that you copy from Emarsys.
NEW – you may now connect multiple voucher pools to the same automation – for example, to use “% vs €” voucher in an A/B test. Learn more here: https://help.optilyz.com/de/support/solutions/articles/43000698693
Instructions:
Important: Emarsys → Voucher → “Voucher Management” → does not work for optilyz.
Must be executed via Emarsys Add-ons → “Omnichannel Voucher”, if this is not active for you, please contact your Emarsys contact person.
If the add-on is not present or not activated, we cannot perform voucher code mapping!
Personalisation token (“Content” → “Personalisation”)
Token for vouchers with the corresponding voucher pool.
For us on the platform, it is important to use the “ESL code {{…}}" (highlighted in yellow above), not the “personalisation token” (unfortunately a confusing terminology).
OLD FRONTEND: In optilyz, go to “Visuals > Add vouchers > Personalised vouchers” and select ‘content personalisation’ (the last option in the dropdown). Here you can paste the ESL code that you copy from Emarsys.
NEW FRONTEND: In optilyz, go to “Visuals > Add vouchers” and select ‘Personalisation token’ (the first option in the dropdown). Here you can paste the ESL code that you copy from Emarsys.
Salesforce
You can add personalised voucher codes directly via a data extension. This happens immediately during mapping, i.e. linking the Salesforce fields to the optilyz ones:
Postage > Recipients Data > Other Variable Data > Individualisation X > Browse Data Extension > Choose Data Extension > Done!
Using multiple voucher codes > Please read this article: Salesforce // Multiple vouchers and vouchers per variation
CrossEngage
To add personalised voucher codes, you must have created a voucher pool in CrossEngage: “Settings" > “Vouchers” or learn here how to create a voucher pool.
Copy the name of the code > Voucher pool name > paste > Continue > Done!
Remote Storage
If you use remote storage to transfer your data, you can assign your coupon codes as you would for a single campaign (see below).
API
To learn more about voucher code use via API, please read here.
OLD FRONTEND:
Voucher codes for single campaigns via CSV upload
There are 3 ways to do this:
- You transfer the voucher codes directly to us via your recipient list, i.e. a voucher code is assigned to each recipient within an extra column. The code can be personalised or general.
Important: If you map via the “Individualisation” field, you do not need to do anything else.
If you map via the “Voucher Code” field, you have to link this field to optilyz again in the 3rd step (Visuals) via drop-down menu: Visuals > Add voucher > Personalised voucher > Select CSV column > Save!
- Upload a separate CSV file containing only voucher codes. Please note: this is no longer supported in the newest version of optilyz.
- (Not recommended) Submit the code directly via the optilyz platform: Visuals > Add voucher > Non-personalised voucher > Enter Code > Save!
Personalised or general voucher codes?
Personalised voucher codes are unique per recipient and allow you to accurately track individual transactions. If you want to use personalised voucher codes, you need to upload them to us via Voucher Pool from your marketing cloud (for automations) or provide them via your CSV recipient list (see above).
General voucher codes are assigned to a design and all recipients receive the same code. Make sure that the code still looks like a unique code – this improves performance and can possibly prevent your code from ending up on the internet and being used freely.
You can provide us with general codes in 3 ways:
- Recommended: Within the finished visual (so you don't need to link fields to your codes afterwards)
- Via your Marketing Cloud / CSV list
- Directly via our platform: Visuals > Add Vouchers > Non-personalized codes > Enter Code > Save! Please note: this is no longer possible in the newest version of optilyz.
Important: The trackability of your mailing is not as detailed as with personalised voucher codes! We always recommend personalised voucher codes
NEW FRONTEND:
Voucher codes for single campaigns via CSV upload
Please include voucher codes in your recipient list, i.e. by assigning a voucher code to each recipient within an extra column. The codes can be personalised or general.
In the data mapping step, please map this column to an ‘individualisation’ field.