Coupons are generally alphanumeric codes that correspond to a promotion. With Conga Promotions, you can now create multiple coupon codes for potential customers to promote your business and specific products in your inventory.

After you identify potential end customers in a target market, you can use coupons to track how customers use incentives, how you can optimize your promotions, and how you can re-target your customers. You can generate multiple coupon codes to share the range with your marketing team. 

To create coupons for this promotion, set Auto Apply? to Off on the Information page. 

To create a new coupon

  1. On the coupons page, click Create Coupon to raise a Coupon Quantity pop-up.
  2. Enter the number of coupons you want to create and click Create. The system generates coupons based on the number you entered.
  3. Enter values for the fields described in the following table:

    These fields act as filter criteria as well. For example, the coupon-assigned account or Incentive user needs to match the account field value specified on the quote or the logged-in user respectively. If the Account field value on the quote is missing, the coupon assigned to the account needs to match the account linked to the opportunity.

    Field

    Description

    Start DateThe start date for the coupon.
    End DateThe last date this coupon is valid.
    LimitThe number of times you can use this coupon.
    Assigned To

    The level at which the coupon is valid. Select from one of the following options.

    • Incentive User
    • Account
    AssigneeSelect the user or account to which the coupon is applicable.
    ActiveSelect the checkbox to activate the coupon.
  4. Click Save to save the changes or click Save & Continue to move to the next tab.