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CPQ for Advantage Platform

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Conga Product Documentation

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CPQ for Advantage Platform

Creating a Promotion

Coupons for a Promotion

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.

Note:

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

You can view the previous created coupons either in a list view or card view. Use the List view icon () or the Card view icon to toggle between the two views.

In the List view, you can:
  • Click the ellipses icon to delete the coupon.
  • Edit any field for the coupon using the pencil icon.
  • Mass Action is enabled.
In the Card view, you can:
  • Click the ellipses icon to edit or delete the coupon.
  • Use Active toggle button to enable/disable the coupon.

Defining Coupons for a Promotion

  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.
  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 Date

    Enter the start date for the coupon.

    End Date

    Enter the last date this coupon is valid.

    Limit

    Enter the number of times this coupon can be used.

    Time

    The coupon validity time limit.

    Price Dimension

    Select any type of price dimension associated with user or an account.

    Assigned To

    Select the object to which the coupon is assigned to. The values will be shown according to the value selected for price dimension.

    Active

    Select the checkbox to activate the coupon.

  4. Click Save to save the changes or click Save & Continue to move to the next tab.

Performing Mass Actions

The mass action feature allows you to export, edit, or delete the selected coupons in one instance.

  • Click the checkbox beside Coupon Code column. You can select one or more coupons.
  • Click the () icon to export the selected coupons as CSV or Excel file format.
  • Click the edit icon to edit the Start Date, End Date, Limit, Price Dimension and Assigned To fields for the selected coupons. You can also make them active or inactive.
  • Click the Delete icon to delete all the selected coupons.
Administrator Guide
Conga
CPQ

March 23, 2026