Tutorial – partner dashboard

Engage

Scratch card Slot machine Popping balloons Wheel of fortune Lucky tiles Three steps game Cracker game Catch´em Countdown tiles Memory Tap it! Falling objects Quiz Survey Select prize Product rating

Promote

Coupons Chicken Hurry Happy hour Share and care Web link

Reward

Tiers Points Stamp card Follow ups Special occasions Prepaid card Rating

Communicate

Push notifications Distribution channels Own distribution Beacons | geofencing Social media earned Paid media Landing pages

Recruit

Easy registration Recruiting channels Recruit-a-friend Share coupons

Automate

Aftersales Life cycle | activation Rich member profiles Personalisation Show receipts

Sell out of store

Sell out of store

Subscription on car wash Subscription on coffee Order and pay Shop in app Gift card Goodie bags Send a gift Coupon shop

Merchant

Local dashboard Employee deals

Evaluate

Data sources Basic analysis Advanced analysis Management reports Stores register A/b testing Mystery shopper Net promoter score

Protect

Platform security Data protection Consent handling My page

Operate

Campaign operations Reports and overviews Customer management and member support Supplier brands B2b partners Content via api Customizations Regions | districts | brands Offline to online Import 3rd party codes Issue 3rd party reward Service levels Operations support

TUTORIAL PARTNER DASHBOARD

Distribute coupons via SMS in our partner dashboard – or order a batch of codes which you either send to your printing agency or you distribute through your existing tools/partners (e.g. SMS, e-mail).

Request login credentials here. When you have received your login credentials go here and login.

Before you can enter the dashboard you will have to accept our General Terms and Conditions.

This is the main screen for the partner dashboard.

CREATE CAMPAIGNS

All partners can create campaigns via SMS, codes (print) and e-mail. Learn how in the below step-by-step guides. With Coupon API integration partners can also use our function IssueRequest (SMS or e-mail) and/or GetContent (codes). This will give some more options under the step “Receivers” in these wizards. Some partners have an app integration as well and they will have app wizards available too.

SMS FLOW – SEND AN EVERY-DAY RELEVANT REWARD VIA SMS

Click on the blue SMS text in the “create campaigns” section to the left. The options are expanded – click on the blue “%” icon to send a partner coupon via SMS.

In step 1 “Choose offer”, choose the partner coupon you would like to send to your customers.

In step 2 “Details” define senderID and the SMS text you want

In step 3 “Receivers” choose a list that you already have uploaded (previous campaign) or upload a new list with mobile numbers by clicking “Import list”. In most cases you will import a new list.

In the list it is important that you have “msn” in cell A1 and that the file is in csv. format. List all mobile numbers in column A. All mobile numbers must follow the GSM standard, which means include the prefix (46 for Sweden, 47 for Norway, 45 for Denmark).

When your list is imported you will see the list name in the receivers field and the “import list” button changes to “Success” which means that your list has been imported. If you want an example file of a csv file you can click on the icon to the right of the import list button.

In step 4 set the issue date of the SMS (publish date) and the campaign end date – when the coupon will expire. Remember: You cannot define a later end date than the partner coupon´s end-date (set by the retailer and communicated in the blue field below).

Preview and press “Finish” in step 5 to complete the wizard.

You get a final confirmation and if everything looks good you click on “Confirm”. You can also edit the campaign (go back into the wizard) or cancel the campaign from here. The confirmation pop-up box communicates the number of recipients (the result of the imported list), the message length (1 SMS consist of 160 characters) and as consequence of the message length the number of SMS in message (2 in the example below). Note that if the result of your import was less then expected there could be duplicates in your list or some numbers that did not match the required structure.

Now the SMS campaign has been set up.
You can find the campaign under planned campaigns (make sure you have chosen Sms and not App/Paper/E-mail). Once it is sent it will be moved under active campaigns.

Note (no action required): There is now a “+” sign on the campaign line. This indicates that you can do a follow-up campaign as a result of the partner coupon being redeemed in-store. For example you can send a new coupon, a survey or a game. Immediately or delayed to the same customer. Or with a certain probability (“surprise & delight”). Read more about follow-ups here.

CODES FLOW (PRINT) – SEND AN EVERY-DAY RELEVANT REWARD VIA PRINT

Click on the orange Codes text in the “create campaigns” section to the left. The options are expanded – click on the orange “%” icon to send a partner coupon via any own distribution method, for example print (codes to printing agency).

In step 1 “Choose offer”, choose the partner coupon you would like to send to your customers.

In step 2 “Details” choose “List of unique codes in excel” if you want to send the codes to a printing agency.

In step 3 “Receivers” choose “Batch” and define the number of codes you want.

In step 4 set the campaign period. Remember: You cannot define a later end date than the partner coupon´s end-date (set by the retailer and communicated in the blue field below).

Preview and press”Finish” in step 5 to complete the wizard.

Now the codes campaign has been set up.
You can find the campaign under planned campaigns (make sure you have chosen Codes and not Sms/App/E-mail). Once it is reached start date it will be moved under active campaigns.

A file with your codes will be available for download and you can distribute these as desired. How fast it will be available depends on how large the file is. Click on the campaign to see further details. This is how it shows when the file is not yet ready for download.

And this is how it shows when the batch of files can be downloaded.

Important: please note that there is also an instruction file in the download (for the printing agency to read before printing).

CODES FLOW (E-MAIL/SMS) – SEND AN EVERY-DAY RELEVANT REWARD VIA E-MAIL/SMS

If you want to create a batch of codes for own distribution via e-mail or SMS you can. See the above explained flow for print, except step 2 which is different. In step 2 “Details” choose “List of unique coupon image URLs”.

ANALYTICS

See all historic campaigns under campaign overview
By clicking on the bar chart on an active or historic campaign you will get a simple 1-page report on the campaign showing you how many coupons were issued, how many redeemed and by how many unique users they were redeemed. The redemption rate is shown in %. You will also see when the redemptions happens by day, hour of the day, day of the week – and by top 10 stores.

Under “Reports” you can download validation reports and create your own views. There are multiple different reports, e.g. validation, issue, campaign, survey reports and all can be retrieved by day, week, month, quarter and year. The format is csv.

Under “Stats” you can get different graphs across your campaigns or on specific campaigns.

USER SUPPORT

You can search up any unique code that you have distributed under user support
Find status on the unique code.
You can also search by mobile number or app user ID.

If you have any questions, please request support from operations(at)barcodes.no

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