Coupon Plugin Tutorial

Transcript:

Hi there! Today, I’ll be showing you how to create and use the Coupon Plugin.

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Welcome to our Coupon Plugin video. If you haven’t done so already, please watch our System Overview Video first before continuing. It lays down all of the plugin basics you’ll need for this video.

Now, onto the Coupon Plugin:

  • Coupons are a great way to re-engage your users and might just be what nudges your customers into spending money with you.
  • Whether you have one location or multiple locations, the Coupon plugin provides your users with coupons that are mappable, filterable, and searchable.
  • It’s a must for all restaurants, cafés, golf courses, gyms, and more!

Creating a Coupon Plugin

To add a Coupon plugin to your app, go to Plugins and Add Plugin. Find the Coupon Plugin by searching for it, clicking add, then naming it. If you’d like to also add this plugin to your Side Menu, you can simply check this box. If not, no worries, we’ll go over how to add it to the Side Menu later on in the video.

There are three sections in the Coupon Plugin: Content, Design, and Settings.

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Content is where you can create and manage your coupons, Design is where you decide how they’ll be displayed, and Settings lets you dictate some parameters within the plugin.

Content

Let’s start with Content. The Image Carousel is powered by our Media Library. The image carousel is where you can upload a header image for your Coupon Plugin.

Text

The Text section is powered by our Text WYSIWYG, which you can learn more about here. Use this space to insert an introduction to your Coupon Plugin.

Bulk Actions

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Bulk Actions is where you can get our Template and upload or download Coupons in bulk. The spreadsheet is pretty straightforward — just fill in the sections just as you would in the plugin.

Filters

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Filters is where you can control the coupon Categories. To create a new category just click add new filter. You can create different coupon categories like buy one get one, trade-in for redemption, first-time customer coupons, free trials, discounts, and free shipping.

Items

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Items is where you can start creating your coupons.

Steps to Create a Coupon Item

Let’s go through the steps to make one.

  1. First, click Add New Item.screenshot_78
  2. On this next screen, you can fill out the Item Title and Summary.
  3. Here you can name the coupon and put in a little description.
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The Deep Link URL refers to this section’s individual link, which you can use to link back to it from anywhere else in or outside the app. To learn more about deep linking, check out our video on it up here.

Categories

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Under categories, you can create a new category or select an existing one to add it to.

Image & Content Sections

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There are a lot of different image sections coming up, so bear with me!

List Image refers to the image that will appear on the previous screen that has all of the coupons. Image Carousel will place images at the top here to cycle through, as with other image carousels throughout the app. Pre-Redemption Image is an image below the Title and Summary that will appear before the coupon has been redeemed.

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Following this image is Pre-Redemption Body Content, which is some text and images that will appear before the coupon has been redeemed.

Below that is a similar section for what will appear Post-Redemption, or after they’ve tapped “Redeem this Coupon”.

Pre-redemption could be images and text that say “Redeem Now!” while the post-redemption content can say “Thanks for Redeeming!”. This is one idea to get you started, I’m sure you can come up with better ideas specific to your needs!

Start Date & Expiration Date

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Below that section is the Start Date and Expiration Date. These dictate when the coupon will go into effect and when it will expire. If you leave these fields blank, then the coupon will be effective immediately and will never have an expiration date.

Address & Coupon Location

Address and Coupon Location lets your users know where they can redeem this coupon. This is great if you have multiple locations and want to create coupons specific to certain places.

Links

Links lets you add in any other content, such as your contact information, social media, or links to other coupons. Once you’re done creating your coupon, just click Done to be taken back to the previous screen.

Design

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Design lets you select from a variety of layouts for your Coupon Plugin. They each have a different feel, so pick whichever fits your brand the best. Distance lets you change whether to show the metric in miles or kilometers. Map View Option lets you toggle the map option to be shown or hidden. We suggest you hide the map if your coupons don’t rely on location. Filter page controls whether your coupons can be filtered by whatever category they’re in. If you don’t have a need for filters and categories for your coupons, feel free to hide them here.

Settings

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Settings lets you edit certain features. Default view changes whether the coupon plugin displays as a list or as a map. If you select map, then the layouts under the Design tab no longer apply.

Using the Coupon Plugin

Now that I’ve gone over how to create the Plugin, I’ll give you a brief tutorial on how to use it.

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When your user wants to redeem a coupon, they can simply tap on “Redeem this Item”. Once they do, then the image and text will change to the post-redemption information and the button will be replaced with text that shows when the item was redeemed. You can also save your coupon by tapping on the star icon and viewing them later under Saved. Filter lets you search through the coupons by distance and category while Map pulls up the map with the location of all of the coupons. Again, you can hide the Filter and Map sections under Design if they don’t apply to you.

Adding the Coupon Plugin to your App

Congratulations! It’s that simple. Your Coupon plugin has been created. However, if you didn’t add it to your side menu or create it within a Folder, it is not yet accessible to your users. You will need to add it to the app on the Home Plugin, in a Folder Plugin, and/or to the Side Menu. If you already know how to do this, feel free to skip this next section.

If you have the Launcher or Folder Plugin selected for your Home Plugin, you can add it to the Home Plugin by clicking on Home Plugin. Once you’re there, scroll down and click “Add Plugin Instance”. Now find the Plugin you created by searching for the title you gave it, selecting it, and clicking “Apply” at the bottom.

To add it to a Folder Plugin, navigate to any Folder Plugin you’ve created and click on “Add Plugin Instance”, then search for the title you gave it, select it, and click “Apply” at the bottom.

To add it to the Side Menu, go to Plugins then Side Menu, click on “Select Plugin Instance” and, you guessed it, search for the title you gave it, select it, and click “Apply” at the bottom

Your Coupon Plugin is now accessible within your app. Thank you so much for watching. Be sure to check out our other Help Videos and we’ll see you next time!

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