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Function documentationWorking with Coupon Campaigns

 

A coupon campaign is a special type of campaign where customers can redeem coupons to receive a discount when purchasing the products advertised on the coupon. There is a distinction between coupons with internal clearing and coupons with external clearing via a clearing house.

Coupon campaigns are modeled in Marketing as campaign elements with a campaign type that has the Coupon indicator set.

Integration

Cost planning is possible for coupons. In Key Figures, you can maintain the costs for each coupon campaign, calculate forecast values for the redemption rate, and display these graphically. To be able to do this, you need to have selected a coupon-specific planning profile group.

Prerequisites

You have defined a campaign type that has the Coupon indicator set in Customizing under Start of the navigation path Customer Relationship Management Next navigation step Marketing Next navigation step Marketing Planning and Campaign Management Next navigation step Basic Data Next navigation step Define Campaign Types/Objectives/Tactics End of the navigation path. You also define in this activity whether you want to work with internal or external clearing.

You have defined all necessary settings in Customizing under Start of the navigation path Customer Relationship Management Next navigation step Marketing Next navigation step Marketing Planning and Campaign Management Next navigation step Coupons End of the navigation pathand have carried out the activity Define Marketing Spends under Start of the navigation path Customer Relationship Management Next navigation step Marketing Next navigation step Marketing Planning and Campaign Management Next navigation step Key Figure Planning End of the navigation path.

If you are using external clearing, you have created the clearing houses with which you work as business partners. You have also maintained the coupon codes provided by the clearing house for external clearing in the coupon code maintenance transaction. For more information, see Coupon Code Retrieval.

Activities

  1. Create a campaign and select a coupon-specific campaign type. Make an entry in all required fields under General Data.

  2. Enter your coupon data on the Coupon assignment block.

    • Choose the desired barcode type and family code by using the input help.

    • Use the value code to determine the size of the discount offered by the coupon.

    • The distribution method depends on the communication medium you have selected for your campaigns. Select the distribution method required.

    • Choose the expiration date for your coupon. This does not have to match the campaign end date. It usually only refers to the validity of the coupon.

    • If you are using external clearing, you can make the following additional settings on the Coupons assignment block:

      You use the Individual Coupon Information indicator to define that data entered on the coupon by the redeeming customer (for example, address or marketing data) should be provided by the clearing house. If you set the Coupons Sorted by Retailer indicator, the clearing house keeps your coupons sorted by retailer. In this way, you can check the correctness of the redemption rates at random.

    • If you are using external clearing, define the clearing house you want to use to process your coupon campaign and select your product category. As soon as you set the status of the coupon campaign to Released, the next free coupon code is automatically taken. However, this code is only considered as "assigned" once the campaign has been saved.