Live Offers

From $1

    This guide contains conceptual and procedural information for using coupons with the Live Offers feature provided by the ExactTarget application.

    Audience

    This document is intended for marketers who want to manage the creation and distribution of live content coupons sent to their subscriber base.

    Why Use a Coupon with Live Offers

    Coupons serve as both an advertisement for your business or service and an incentive for subscribers to use the business or service you are advertising. The Live Offers feature allows you to effectively distribute and manage coupons through email message.

    Ease and Efficiency of Distribution

    Live Offers distributes coupons to your subscribers for their use, but it also manages how many coupons are distributed and when those coupons expire. Subscribers that open their email messages when the coupons are active receive a coupon, while those who open the message after all of the coupons have expired or been distributed receive a message that the coupon is no longer available.

    File:010_ExactTarget/020_Content/Live_Offers/View-redeem.jpg

    Performing Market Research

    You can also use the coupons to evaluate the behavior of your subscribers as they use these coupons and use that information to plan future campaign efforts.

    Viewing Data Extensions

    Data extensions store valuable information marketers can use to plan their next campaigns, estimate the success of their current or most recent campaign, and issue reports about their campaigns.

    You choose the data extension you want, such as CouponCodes, which contains information about the specific coupon codes issued for a campaign. The data extension creates the required columns, and you can include additional columns as well.

    You can use the CouponRedeemers data extension to view information about redeemed coupons. The value of using CouponRedeemers offers information that can be used to report on offers distributed versus those coupons opened and those redeemed.

    You can also use your CouponRedeemers data extension to store redemption data captured in your POS (point of sale) system, which you can then download to your system for reporting purposes.

    For more information, see How to View the Data in a Data Extension section in this document.

    NOTE: Enterprise 2.0 clients must place coupon information in data extensions specifically tied to the business unit containing the Live Offer. Do not place coupon information in shared data extensions.

    Viewing Reports

    The ability to track coupons and all sorts of actions means that you can gain a great deal of information about your customers and your coupon campaigns. As you receive feedback on who bought what where, you can continually make adjustments to get the most out of your campaigns.

    You can view custom reports (as shown in the Viewing Reports section) to give you feedback for analysis and planning future campaigns. These custom reports can include a Campaign Summary report, which displays one row for each campaign you run. Each row may include information such as Total Coupons Uploaded, Total Coupons Assigned, and Number Remaining. You get to choose the attributes shown. You can also view a Campaign Redemption Summary report, which again displays one row for every campaign. This summary is based on information about people who redeemed their coupons, and again, you can choose which attributes to track, such as Total Redeemed, Redemption Rate, and Average Redemption Lag.

    NOTE: These custom reports must be configured for your account and require a custom engagement from our Global Support team. Contact your ExactTarget representative for more information about enabling and configuring these reports to meet your needs.

    Creating Coupons Using Live Content

    You can use Live Content to create dynamic coupons that better serve your customers' needs and keep your management tasks to a minimum. These dynamic coupons give you control over the content, expiration dates, and inventory of your coupons. Live Content coupons are specially designed images that render every time a subscriber opens the email, not when the email is created. See How to Build Your Coupon for more information.

    What Is a Coupon

    Coupons are email landing page offers that render when the recipient opens them. You associate a coupon code with each offer. These coupons are dynamic images-what appears depends on when the image is rendered (or opened).

    Using coupons with live content offers sophisticated availability control. For example, you may have 500 coupon codes to distribute to a list of 1000 subscribers. The first 500 subscribers to open the offer will see the offer and coupon code. The next 400 subscribers who open their email will see an alternative image that you specify, informing them that no more coupons are available and perhaps using that as a list acquisition strategy. The remaining 100 subscribers may never open their email or just delete it.

    You can set an expiration date on your offers. A subscriber may view your offer before the expiration date and see an offer and coupon code. However, the same subscriber may open the same email two weeks later (past the expiration period) and see an image and a message that the offer has expired.

    When creating your offer, you can auto-assign it. This means that receiving an offer simply depends on who opens their email first. If there is a total of 200 coupon codes and a person is number 201 to open their offer, they will not receive a coupon code. Instead, they will see an alternative image informing them that no more coupons are available.

    You may decide to auto-assign your coupon codes based on inventory, pre-assign your codes based on subscriber segments, or assign your coupon codes based on a transaction.

    The next page shows a very basic example of how an auto-assigned coupon offer campaign would work. Suppose that you have a total of 10 subscribers and five coupon offers to distribute. Who gets a coupon offer depends on when that offer is rendered, or opened.

    Using the couponing solution encompasses four components:

    How a Basic Coupon Campaign Works

    File:010_ExactTarget/020_Content/Live_Offers/Scenario.JPG

    Procedures

    This section contains information on the procedures you need to perform in order to create and render a coupon. Here is an overview of the process:

    File:010_ExactTarget/020_Content/Live_Offers/procedure.JPG

    How to Create a Data Extension of Coupon Codes

    Follow these steps:

    1. Select the Subscribers tab.
    2. Navigate to Data Extensions -> My Data Extensions.
    3. In the My Data Extensions toolbar, choose Create from Template.

             A screen appears listing several template names.

    1. Select the CouponCode box and then choose Select in the toolbar.
    2. In the screen that appears, enter a Name for your coupon codes extension, such as Coupon Codes for Promotion 3456.
    3. Enter an External Key, such as 3456.
    4. Enter a Description, such as Coupon Codes for May Promotion.

             You will see a screen similar to the one on the next page.

    1. Click Save. You will see a data extension has been saved message.

    File:010_ExactTarget/020_Content/Live_Offers/dataextension.jpg

    How to Create a Data Extension of Coupon Redeemers

    Follow these steps:

    1. Select the Subscribers tab.
    2. Navigate to Data Extensions -> My Data Extensions.
    3. In the My Data Extensions toolbar, choose Create from Template.

    A screen appears listing several template names.

    1. Select the Coupon Redemption checkbox and choose Select from the toolbar.

    A screen similar to the one on the following page appears.

    1. In the Name field, enter something like Redemption Data for Coupon #3456.
    2. Enter an external key, such as 3456.
    3. Do not select the Used for Sending checkbox.
    You can add or remove fields by using the Delete and Add links at the far right.
    1. Click Save. You will see a data extension has been saved message.

    See Viewing Reports to see what happens after the campaign is tracked.

    File:010_ExactTarget/020_Content/Live_Offers/UG!.jpg

    How to Import Data to the Data Extension

    Before the coupon campaign, you must import your coupon codes into your data extension. After the promotion, you will (optionally) upload the names of the people who redeemed their coupon codes.

    Create an import activity to import data to a data extension. You can also populate a data extension with the results of a query activity.

    You can schedule activities or include them as part of a program. See the Activities Guide and the Data Extensions Guide for more information.

    How to Create the Email Message

    See the Messages Guide when working with user-initiated email message.

    Follow these steps:

    1. Create your email by first selecting the Content tab on the navigation bar.
    2. Navigate to my emails.
    3. Click Create in the my emails toolbar.
    4. Complete the forms to create an email. Important: Be sure to leave a "no content" area in your email where you will be inserting you coupon.

    How to Create Your Images

    You must have images prepared and stored in your Portfolio folder before you can define your coupon offer. This can be clip art, photography, fancy text, or charts in image form. You can import PowerPoint pictures, or you can use images that were used in your previous campaigns.

    These are the images that will be used for alerting recipients of an out-of-stock offer, an expired offer, or the image used while previewing / editing your content (coupon code placeholder).

    The next section explains how to position and define these images.

    How to Build Your Coupon

    To build your coupon, open the ExactTarget application. Select the Content in the bottom left-hand corner. Then navigate from your Live Content folder to your Coupons subfolder. Click Create on the toolbar to see the New Coupon screen.

    Properties

    The first field you must fill out is Name. Enter the Name you specified earlier in the How to Create the Email Message.

    LiveOffers1.png

    After you enter the name, you must enter the External Key. This is a value that uniquely identifies the coupon. Next, enter a Description for your coupon.

    The Coupon Code Type includes a drop-down list. These choices are currently supported coupon code symbologies (such as barcodes) that tell ExactTarget how to render your coupon codes. You can use various classes of 2D coupon codes, coupon codes, or just rendered code text that serves as a coupon code. Valid values include:

    • Codabar
    • Code11
    • Code 128
    • Code 128-A
    • Code 128-B
    • Code 128-C
    • Code 39
    • Code 39 Extended
    • Code 93
    • Code 93 Extended
    • EAN-13
    • EAN-8
    • Industrial 2 of 5
    • Interleaved 2 of 5
    • Mat 25
    • MSI Plessey
    • Postnet
    • Planet
    • Telepen
    • UPC-A
    • UPC-E
    • OneCode
    • Data Matrix
    • PDF417
    • Plain Text
    In What Is a Coupon, you learned that you can pre-assign coupon codes or auto-assign coupon codes. The Coupon Code section onscreen lets you specify the data you want to use and how you want to assign your coupons:
    • Inventory-Based: You must upload a set of coupon codes into a data extension and select that data extension in the window below the Coupon Code section. The subscriber receives the same coupon code each time the email message is rendered.
    • Segment-Based: You must upload a set of coupon codes into a data extension and associate those codes with a subscriber key. Select that data extension in the window below the Coupon Code section. The subscriber receives the same coupon code each time the email message is rendered.
    • Transaction-Based: You must upload a set of coupon codes into a data extension and associate those codes with a transaction key. Select that data extension in the window below the Coupon Code section. The subscriber receives the appropriate coupon code or series of codes for each transaction. Using this method, subscribers can claim multiple coupon codes per transaction.

    Redemption is a drop-down list where you can choose to select the data extension containing your coupon redeemer information. The Redemption data extension is an optional data extension for saving store redemption information for the purposes of reporting. A customer would typically capture redemption information in their POS (point of sale) system and periodically upload it back to ExactTarget. Some of the information they may want to capture includes the campaign code, the coupon code, and the date the offer was redeemed. See the Viewing Reports section.

    If using the Redemption reports, you will want to include a unique campaign code (user-specified) when uploading your coupon codes so the system can tie the offer to the number of redemptions.

    Remember that data extensions must be created before you can use them. This is why they are presented in drop-down lists. See the Data Extensions Guide for information on creating a data extension.

    The Coupon Period lets you specify your beginning and end dates for the coupon campaign. Note that pop-up calendars are available to help you choose. If you do not want your coupon to expire ever, leave the End on checkbox disabled. If you do not specify a start and stop date, ExactTarget will not render coupons as expired after your promotion ends.

    You can change expiration at any time, affecting coupons already sent.

    LiveOffers2.png

    Image Properties

    Here you see three boxes:

    • Displayed for preview in editor: This is an image that is used as a placeholder when designing your email or previewing it in the editor.
    • Displayed for invalid requests: This image is displayed when there are no more coupon codes assignable to a recipient.
    • Displayed for expired requests: This image appears, stating that the coupon has expired, if the email is opened after the coupon period.

    All images can be changed even after you have selected an initial image. Just click the change link below each image box.

    Width (px) x Height (px) allows you to specify how large you want your coupon code images to display. Note that measurements are in pixels.

    Alt Text lets you add any an alternative text tag for the coupon code image.

    Microsite Options

    You can optionally configure a microsite to render a coupon when designing your microsite. If you select the Use Microsite Page checkbox, you enable a text email to render a link to a microsite URL where the coupon resides. If you select this option, a Site drop-down list appears, allowing you to specify a microsite and corresponding landing page.

    To embed a URL in your text email, enter this format somewhere within your email message where you reference the coupon:

    %%=LiveContentMicrositeURL(LiveContentType, ExternalKey)=%%

    For example, if you have a coupon with an external keyof September Offer, you would embed the following in the text version of your email:

    %%=LiveContentMicrositeURL('Coupon', 'SeptemberOffer')=%%

    For more information on microsites, see the Microsites Guide.

    Test Options

    You can define a test collection of coupon codes for test sending. This option enables you to preserve your valid coupon codes for production sends.

    Coupon Code

    Select the Coupon Code checkbox. Then select from the dropdown the name of the data extension you set up previously and populated with test codes.

    Expiration Date

    Select the Expiration Date checkbox and specify a date when you want your test sends to expire. In this way, you can ensure that your expiration image displays correctly as specified.

    How to Use Coupon Codes

    When you create a coupon definition, you indicate the encoding to use as well as the start and end dates to specify the timeframe during which the coupon is valid. The system uses standard coupon code symbologies to create the coupon code that appears in the subscribers' email when they open the message. The coupon code is the coupon code from the data extension, encoded according to the standard selected. Many standards are available. You can choose to use text offer promo codes. This is just the actual code to select the text-this code outputs as numbers but is used as code. Or, you can choose to use 2D coupon codes, such as PDF 417 or ActiveMatrix.

    You choose the content to appear in the email message in three situations:

    • When the subscriber opens the message early enough to receive a coupon code and the coupon code has not expired. In the Image Properties section, this is the preview image.
    • When the subscriber opens the message after all the coupon codes have already been assigned. (There are no remaining coupon codes to serve to subscribers.) In the Image Properties section, this is the invalid request.
    • When the subscriber receives a coupon code but the coupon has expired. In the Image Properties section, this is the expired coupon.

    How to Insert Your Coupon into Your Email

    Earlier you created an email message, and then you defined you coupon. Now you must insert the coupon into your email. Follow these steps:

    1. Select the Content tab.
    2. Navigate to my emails.
    3. Click the name of the email you created for this campaign.

    The email you created earlier appears.

    1. Click your curson in a "no content" area of your email.
    2. The following Type menu appears:

    File:010_ExactTarget/020_Content/Live_Offers/insertcoupon.JPG

    1. Choose Create Content.
    2. You will see thumbnails of designs for your content. Double-click Custom.

    The following email editor appears.

    File:010_ExactTarget/020_Content/Live_Offers/emaileditor.jpg

    1. From the Insert menu, click Live Content.
    2. The Insert Live Content screen appears. In this case, your Live Content Type is coupon. In the Live Content field, select your coupon from the drop-down list.

     

    File:010_ExactTarget/020_Content/Live_Offers/livecontenteditor.jpg

    After you choose your coupon name, more fields appear onscreen (see the figure that follows):

    • External Key
    • Description
    • Dimensions
    • Alt text (you can change this is you want)

    File:010_ExactTarget/020_Content/Live_Offers/livecontenteditor2.jpg

    1. Make any adjustments you would like and click OK.
    2. A preview of your email appears (including a rendering of any barcode you might have inserted into your message). In the email editor, make any edits you would like and click Save.

    The name of your coupon is added to your list, which you can view by selecting the Coupons subfolder.

    File:010_ExactTarget/020_Content/Live_Offers/emailexample.jpg

    How to View the Data in a Data Extension

    The CouponCode is the only field required. CampaignCode is a unique ID or text to associate with the promotion. CampaignCode is optional but recommended so that you can tie specific campaigns back to their redemptions.
    You choose the data extension template you want, such as CouponCodes, and the extension automatically creates the required columns. You can choose to include additional columns as well if you want to track more information about your coupons.

    To view data collected in a data extension, follow these steps:

    1. Select the Subscribers tab in the navigation pane.
    2. Navigate to Data Extensions -> My Data Extension.
    3. Select the checkbox next to the data extension information you want to view-in this case, Web_Trends_Data_Feed.
    4. Click the View Data icon in the My Data Extensions toolbar.

    You will see a screen similar to the following:
     

    File:010_ExactTarget/020_Content/Live_Offers/mydataextensions.jpg

    CouponCodes

    Data extensions store valuable information that marketers can use to plan their next campaigns, estimate the success of the current campaign, and issue reports about the campaign.

    The CouponCode data extension contains information about the specific coupon codes issued for a campaign. CouponCode is the only required field when uploading data. SubscriberKey is optional if you want to pre-assign coupons. All others are system generated.

    • LiveContentInstanceID
    • CampaignCode
    • CouponCode
    • SubscriberKey
    • JobID
    • BatchID
    • DateAssigned

    CouponRedeemers

    This data extension contains information about redeemed coupons. The CouponRedeemers data extension contains these fields:

    • CampaignCode
    • CouponCode
    • DateRedeemed

    As an optional use, you could use the CouponRedeemers data extension to contain redemption data captured in your POS system you upload from your system for reporting purposes.

    The value of using coupon redeemers is the ability to report on offers distributed versus those opened and those redeemed. This data, along with other, such as value of coupon, store location, etc., can provide invaluable information to marketing departments when planning their next campaign.

    Viewing Reports

    You can view two types of reports based on the information you gather in your data extensions: a Campaign Summary and a Campaign Redemption Summary. These reports are presented in Microsoft Excel format. To run the reports, go to the Tracking tab and navigate to my reports -> Custom Reports.

    Campaign Summary

    You can generate this report to display one row for each campaign you run. Each row may have the following columns (you may choose to filter out some columns):

    • Campaign Code
    • Campaign Name
    • Start Date
    • End Date
    • Total Coupons Uploaded
    • Total Coupons Assigned
    • Number Remaining
    • % of coupons distributed
    • Date/Time of First Coupon Served
    • Time Since First Coupon Served
    • Avg. Coupons Severed per Hour
    • Max coupons Severed per Hour

    You will be able to filter based on Campaign, Campaign Start, and Campaign End.

    A sample Campaign Summary Report follows.

    File:010_ExactTarget/020_Content/Live_Offers/couponsummary.jpg

    Campaign Redemption Summary

    This report displays one row for every campaign. This summary is based on information about people who redeemed their coupons. Each row may include these columns:

    • Campaign Code
    • Campaign Name
    • Start Date
    • End Date
    • Total Assigned
    • Total Redeemed
    • Redemption Rate
    • Avg. Redemption Lag

    A sample Campaign Redemption Summary Report follows.

    File:010_ExactTarget/020_Content/Live_Offers/couponredemptionsummary.jpg

    The example below shows an offer with several types of live content, including the coupon code.

    You may forward this email. For example, you can use the Forward to a Friend feature to send this email to another party. The offer will contain the name of the subscriber who forwarded the email and the coupon of the forwarding subscriber.


    This page was last updated by Ryan Williams on Tue, 20 Sep 2011 12:14:03 GMT.

    If you require assistance with the ExactTarget application, please contact Global Support. If you wish to send Ryan direct feedback, fill out the form below:

     


    Was This Page Helpful?
    Suggestions or Comments:
    Name (optional):
    Email Address (optional):
    Enter 14805 backwards:
       
    Tags: (Edit tags)
    • No tags
    FileSizeDateAttached by 
    coupon redemption summary2 (1).jpg
    No description
    94.91 kB09:02, 3 Nov 2009AdminActions
    coupon redemption summary2.jpg
    No description
    94.91 kB08:14, 20 Sep 2011AdminActions
    coupon summary2 (1).jpg
    No description
    215.66 kB09:02, 3 Nov 2009AdminActions
    coupon summary2.jpg
    No description
    215.66 kB08:14, 20 Sep 2011AdminActions
    couponredemptionsummary.jpg
    No description
    94.91 kB08:14, 20 Sep 2011AdminActions
    couponsummary.jpg
    No description
    215.66 kB08:14, 20 Sep 2011AdminActions
    data extension (3).jpg
    No description
    106.37 kB09:03, 3 Nov 2009AdminActions
    data extension.jpg
    No description
    106.37 kB08:14, 20 Sep 2011AdminActions
    data extension1 (1).JPG
    No description
    41.86 kB09:03, 3 Nov 2009AdminActions
    data extension1.JPG
    No description
    41.86 kB08:14, 20 Sep 2011AdminActions
    data extension2 (1).JPG
    No description
    75.11 kB09:03, 3 Nov 2009AdminActions
    data extension2.JPG
    No description
    75.11 kB08:14, 20 Sep 2011AdminActions
    dataextension.jpg
    No description
    106.37 kB08:14, 20 Sep 2011AdminActions
    email editor (1).JPG
    No description
    78.31 kB09:03, 3 Nov 2009AdminActions
    email editor.JPG
    No description
    78.31 kB08:14, 20 Sep 2011AdminActions
    email editor2 (1).jpg
    No description
    78.33 kB09:03, 3 Nov 2009AdminActions
    email editor2.jpg
    No description
    78.33 kB08:14, 20 Sep 2011AdminActions
    email example2 (1).jpg
    No description
    320.18 kB09:03, 3 Nov 2009AdminActions
    email example2.jpg
    No description
    320.18 kB08:14, 20 Sep 2011AdminActions
    emaileditor.jpg
    No description
    78.33 kB08:14, 20 Sep 2011AdminActions
    emailexample.jpg
    No description
    320.18 kB08:14, 20 Sep 2011AdminActions
    http___memberlandingpages.bmp
    No description
    879.11 kB08:14, 20 Sep 2011AdminActions
    insert coupon (1).JPG
    No description
    8.73 kB09:03, 3 Nov 2009AdminActions
    insert coupon.JPG
    No description
    8.73 kB08:14, 20 Sep 2011AdminActions
    insertcoupon.JPG
    No description
    8.73 kB08:14, 20 Sep 2011AdminActions
    live content editor2 (1).jpg
    No description
    70.96 kB09:03, 3 Nov 2009AdminActions
    live content editor2.jpg
    No description
    70.96 kB08:14, 20 Sep 2011AdminActions
    live content editor3 (1).jpg
    No description
    87.96 kB09:03, 3 Nov 2009AdminActions
    live content editor3.jpg
    No description
    87.96 kB08:14, 20 Sep 2011AdminActions
    livecontenteditor.jpg
    No description
    70.96 kB08:14, 20 Sep 2011AdminActions
    livecontenteditor2.jpg
    No description
    87.96 kB08:14, 20 Sep 2011AdminActions
    LiveOffers1.png
    No description
    85.75 kB08:14, 20 Sep 2011AdminActions
    LiveOffers2.png
    No description
    93.95 kB08:14, 20 Sep 2011AdminActions
    my data extensions2 (1).jpg
    No description
    72.57 kB09:03, 3 Nov 2009AdminActions
    my data extensions2.jpg
    No description
    72.57 kB08:14, 20 Sep 2011AdminActions
    mydataextensions.jpg
    No description
    72.57 kB08:14, 20 Sep 2011AdminActions
    procedure.JPG
    No description
    27.54 kB08:14, 20 Sep 2011AdminActions
    Procedures.JPG
    No description
    27.54 kB08:14, 20 Sep 2011AdminActions
    Properties1.jpg
    No description
    153.06 kB08:14, 20 Sep 2011AdminActions
    Scenario.JPG
    No description
    65.06 kB08:14, 20 Sep 2011AdminActions
    UG!.jpg
    No description
    76.06 kB08:14, 20 Sep 2011AdminActions
    UG!.psd
    No description
    254.29 kB08:14, 20 Sep 2011AdminActions
    View-redeem.jpg
    No description
    171.75 kB08:14, 20 Sep 2011AdminActions
    Comments (0)
    You must login to post a comment.

     
    Powered by MindTouch 2010
    Admin