Creating and sharing coupons

A coupon in Pluspoint is a reusable definition: what the offer is, who honours it, how long it stays valid and whether staff must confirm it with a PIN. Once it exists, you hand it out from an Inbox conversation, a one-time campaign or an automation. Each customer receives their own link. Use coupons to win back an unhappy customer, thank a promoter, or push traffic into a quiet week.

Before you start

• Creating, editing, pausing and deleting a coupon needs full Coupons permission. It has to come from a team whose scope covers the location or brand that will own the coupon. Coupons — View is enough to open a coupon read-only and download its issued-coupon list.
• Your plan must include coupons. See Billing and plans.
• The coupon’s logo, colours and fonts come from the owning brand’s appearance settings — there is no styling control in the coupon form. See Brands.
• You also need a way to reach the customer: a connected channel for the Inbox, or contacts for a one-time campaign or an automation.

Where to find it

Coupons in the left sidebar, or go to https://app.pluspoint.io/coupons.

Create a coupon

Select Create new coupon.

1. Title the coupon and choose who honours it

1. Enter a Title (up to 512 characters).
2. Choose Brand or Location.
   • Brand — every location in that brand accepts the coupon, and the customer picks where they are redeeming it.
   • Location — only that one location accepts the coupon.
3. Turn Activate coupon on.

Warning — Activate coupon starts off. A coupon saved with it off is paused: it will not appear in the Inbox coupon menu, in a campaign or in an automation, and nothing can be issued from it. You can switch it on later with the Enabled toggle in the table.

A coupon belongs to a brand or to a single location, never both.

2. Choose the offer type

Under Offer type, pick one:

Then set the two fields that always appear in this section:

Nothing stops you from entering a percentage above 100, so check the value before saving.

3. Set when the coupon can be used

Offer schedule has three independent toggles, all off by default.

How the three combine on each issued coupon:

4. Set the extras

Settings has three toggles, all off by default.

Note — The Activation PIN code is one PIN for the whole coupon: the same four digits work at every participating location and on every coupon issued from it. Share it with your staff, not with customers. The PIN is stored as a number, so choose four digits that do not start with 0.

5. Save

Select Create coupon.

Send a coupon to a customer

Coupons are issued one per recipient, from three places. All three list only coupons whose Enabled toggle is on. Each issue mints a unique code and a link of the form https://plsp.io/o/{code}. The link travels over whichever channel you are using — SMS, WhatsApp, email or live chat.

From an Inbox conversation

1. Go to Messaging → Inbox and open the conversation, or start one from the New conversation modal.
2. Select the ticket icon in the message toolbar to open the Coupons menu.
3. Pick a coupon. Pluspoint drops its Default message into the message box, with [name], [last_name] and [location] already substituted.
4. Edit the text if you want, then send.

The menu only offers coupons that match the conversation. A location coupon must belong to the conversation’s location. A brand coupon must belong to that location’s brand — or, in a brand conversation with no location, to the channel’s brand.

From a one-time campaign

1. Go to Campaigns → One-time and create a campaign.
2. Set the content type to Coupon and pick the coupon from the select.
3. Write the message, keeping the coupon link token in the body, and pick your audience.

Pluspoint issues one coupon per recipient when the campaign sends. See One-time campaigns.

From an automation

Go to Campaigns → Automated, open or create an automation, add a Message step and attach a coupon to it. Every contact who reaches that step gets their own coupon. See Automations.

What the customer sees

The link opens a mobile page styled with the owning brand’s logo, colours and fonts. It shows the offer, the participating locations and a Redeem button.

How redemption works

1. The customer, or a staff member on the customer’s phone, taps Redeem.
2. For a brand coupon, Where are you redeeming? appears with the participating locations. Pick one and select Continue. Location coupons skip this step.
3. If the coupon has a PIN, type the four digits in Enter PIN and select Confirm & Redeem.
4. Confirm the final prompt.
5. The page flips to Coupon redeemed with the date and time.

Warning — Redemption is one-shot and irreversible. There is no way to un-redeem a coupon from the app or the API; issue a new one instead.

A successful redemption also adds to the coupon’s Redeemed count and records which location honoured a brand coupon. When the coupon went to a known contact, it also adds that location to the contact and writes a Redeemed {title} entry to their Activity timeline. See Managing contacts.

Warning — The public coupon page depends on a live subscription. If the account’s subscription lapses, customers holding a link see a “subscription expired” page instead of the offer. They cannot view or redeem their coupons.

Edit a coupon

Select the pencil Edit icon on the row, change what you need and select Save changes.

Some changes reach coupons already in customers’ hands. Others are stamped onto each individual coupon at issue and never change afterwards.

Changing the PIN invalidates the old PIN for coupons already out there — brief your staff before you change it.

Pause and resume a coupon

Switch the Enabled toggle off on the row to pause it, and on again to resume. Pausing stops new coupons being issued. It also removes the coupon from the Inbox menu and from campaign and automation pickers. It does not cancel coupons customers already hold — those stay redeemable until they expire.

Delete a coupon

Select the bin Delete icon on the row and confirm.

Warning — Deleting a coupon immediately invalidates every coupon issued from it that has not yet been redeemed. Customers holding a link will see Coupon redeemed when they open it. If you only want to stop handing the coupon out, switch Enabled off instead.

Pluspoint refuses the deletion while the coupon is still referenced by a campaign that has not finished, or by an automation step. Finish or remove those campaigns, detach the coupon from any automation step, then delete it.

Track issues and redemptions

The Issued and Redeemed columns are lifetime totals for each coupon. For the detail behind them, use the per-coupon export.

Select the Download icon on the coupon’s row. When the export is ready, download it from the Export ready toast — an email with the download link also arrives for whoever ran the export.

Only one coupons export runs at a time per user, so wait for the first to finish before starting another.

The CSV has one row per issued coupon, newest issue first:

Troubleshooting

Related articles

• Coupons
• One-time campaigns
• Automations
• Using the Inbox
• Managing contacts
• Brands