Efficiently Track and Control Your Sales Coupons #
The “Coupon Manage” feature in the Wholesale system allows you to monitor, create, and manage promotional coupons. From tracking email status to linking coupons with specific customers or activities, this feature helps streamline your promotional strategy and ensures maximum reach and control.
Key Features in the Coupon Manage Tab #
- Search by Coupon Number
- Search by Coupon Status
- Track Whether Email Was Sent
- Search by Activity Name
- Search by Customer Name
- Search by Quote Number
Details Displayed:
- Coupon No.
- Activity Name
- Status
- Email Has Sent
- Discount
- Customer Name
- Quote No.
- Validity Date (Begin & End)
- Create Time
- Creator Name
This dashboard gives you a full view of your coupon campaigns, helping you assess their usage, delivery, and relevance to customers.
To Navigate: How to Access Coupon Manage #
Here’s how to get started:
- Go to the “Wholesale” tab
- Under Sale Represent, click on “Coupon Manage”
- A full list of current coupons will be displayed
- Right-click on the list and select “Add Activity”
- Enter the required details to create a new coupon
Note: Coupon generation typically ties into activity campaigns and customer data for precision targeting.
What You Can Do with Coupon Manage #
- Monitor coupon usage across campaigns
- Track who received a coupon and whether it was emailed
- Verify start and end dates to align with promotions
- Ensure every coupon is linked to the right quote, customer, or sale activity
Use search filters to find exactly what you need quickly
Coupon Manage is your go-to tool for controlling discount distribution and tracking the success of your promotional efforts. creation to customer usage, every stage of the coupon lifecycle is managed in one place. Use this feature to build smarter campaigns and deliver greater value to your customers with ease.
