Overview

Distribute unique codes among customers and your wider target audience to allow them to earn extra points as well as to join your awesome rewards program. The manual code entry action allows customers to earn extra points fast and easy, which they can later spent for a reward in your program.

You can use this action in a variety of ways: to incentivize account creation, to boost program engagement and to motivate point redemption.

This guide shows you how to set this earning action in Lootly.


Step 1: Set amount of points to be earned for this action

Since you’re incentivizing your customers to redeem a code, you want to make sure they know how many points they’ll earn if they do so.

  1. Go to Points -> Earning -> Add Action ( given you haven’t already added it)

  2. In the General Settings, enter the amount of points you’ll award customers for this action:

lootly code entry

Step 2: Set up an email notification

Notify your customers when they earn points from performing this action.

  1. Check the “Yes, send an email notification” box

  2. Design the preview for your action in the widget and the text for the email notification

manual code entry email notification

Step 3: Choosing campaign type

You can choose to run the manual code entry action as a single static code campaign or multiple dynamic codes campaign.

In the single static code campaign, you only need 1 code which will be redeemed by your customers, whereas in the dynamic codes campaign type you need to upload a list of unique codes which will be redeemed by your customers.

Code type: Dynamic

Have your codes entered on a simple csv file ( just the codes, no need for extra rows).

  1. Click on “Add Codes” to import your file:

  1. You can see the available codes by clicking on the “Available” tab;

  2. All codes: redeemed and available can be seen by clicking on the “All” tab:


Code type: Static

When you choose the "static" code campaign type, you only need to create 1 code for customers to redeem:

This doesn't require code upload, since it's just one unique code which all of your unique customers will be able to redeem only once. Here, you'll notice the option "Redemption limit" which refers to the number of unique customers who can redeem this code. For example, if you put 100 in the redemption limit box, only 100 unique customers will be able to redeem this code and earn points.

Earning limits: by default, this code can only be redeemed once by every unique customer.

Campaign schedule

You can schedule this campaign to run during a specific time period.

Please note: if you've set a redemption limit in the static code campaign type, once that limit is met, the campaign will automatically end, regardless of the end date in the schedule.


Step 4: Set up earning limits

You can limit how many points can a customer earn by performing this action in a given time period:

  1. Enable the earning limit feature;

  2. Enter the amount of points to be earned and choose the time period in which you want the limit to apply to. For example, if you're giving 1000 pts for this action, and in the earning limit you put 5000 points per lifetime, it means the customer can redeem a code up to 5 times in a lifetime. Please note: the earning limit option for the manual code entry action is applicable only on the dynamic code campaign type.


FAQ:

  1. Can I have multiple manual code entry earning actions enabled?

    • Yes, you can create and enable multiple manual code entry earning actions. You can do either multiple static code campaign types or multiple dynamic code campaign types.

  2. Can I schedule multiple static code campaigns at the same time?

    • Yes, you can schedule multiple static code campaigns at the same time. Create the manual code entry actions -> choose static type and add your code (code has to be different for all enabled earning actions/campaigns). Schedule the campaigns and enable them.


Make sure to save any changes you make to the earning action.

That’s it!

Once you launch this earning action, you can track who redeemed a code in Points -> Activity -> filter by Activity -> choose the manual code entry title.

Did this answer your question?