恭喜您成功創建兌換券優惠活動！現在，讓我們一起探索如何有效地管理優惠活動，充分發揮您的兌換券價值。在本文我們將引導您瀏覽、編輯、暫停、恢復和刪除活動，並監控其表現（發放和兌換的數量）。讓我們開始吧！
如何管理您的按兌優惠活動？
如何管理您的按兌優惠活動？
一旦您的按兌優惠活動已經創建並啟動，就可以向您的客人發放兌換券。這些客人將前往您的商店使用這些兌換券。如何有效管理優惠活動、已發行和已兌換的兌換券非常重要！
1. 查看優惠活動及活動表現
Log into your OMS dashboard.
Navigate to Engage > Redeemable.
You'll see a list view of all your campaigns.
Click on a campaign to view its details, including the number of redeemables issued and redeemed.
List View
In the list view, the tabs split the campaigns by their statuses.
Tabs | Meaning |
All | Contains Active, Paused and Draft campaigns. |
Active | Live campaigns that are currently issuing redeemables to customer and these customers are using them. |
Paused | Previously active campaigns that have been paused. Redeemables cannot be issued to customers and customers will not be able to use them. All existing redeemables will be set as “Cannot be redeemed at this time” from the customer’s point of view. |
Draft | Campaigns that are yet to be live. You can edit relevant campaign details before setting it as active. |
In the list view, there is a table with columns. Here is what the columns refer to:
Columns | Meaning |
Campaign Name | The internal name set for the campaign during creation. You can update this name when editing. |
Status | Active, Paused and Draft. |
Issued | The number of redeemables claimed/issued to your customers. |
Redemption | The number of redeemables redeemed/used by your customers. Customers enter a 4-pin digit to redeem it at any of your stores. |
Quick Action | Edit, Pause, Resume and Delete. |
View Campaign Performance
After a campaign is set active, it is vital to track and monitor the performance of your campaign. To see the the number of issuance and redemption:
Log into your OMS dashboard.
Navigate to Engage > Redeemable.
Click on a campaign to view the details.
Scroll down to the Campaign Performance section and toggle between Issued and Redeemed.
To edit a campaign, click on Edit Campaign on the top right hand corner. To find out more, on editing a campaign, click here.
View your Redemption PINs, Campaign Limits and Terms and Conditions on this page.
⭐ If you were to click on the customer, you will be re-directed to the Dashboard > Customer section. Here, you can view the customer’s profile and transaction history.
2. 編輯優惠活動
After setting up a Campaign, you might want to make changes to the Campaign details, Redemption details (Redemption PINs), and Campaign Limits. Keep in mind:
🛎️ Once a campaign is active or paused, Campaign limits are not editable. Only when a campaign is a draft, Campaign limits are editable.
🛎️ Any changes to a campaign will ONLY apply to newly issued redeemables. Existing redeemables won't be affected by these changes.
Which campaigns are editable?
Status | Campaign Details | Redemption Details | Campaign Limits |
Active | ✅ | ✅ | ❌ |
Paused | ✅ | ✅ | ❌ |
Draft | ✅ | ✅ | ✅ |
To edit a campaign:
Log into your OMS dashboard.
Navigate to Engage > Redeemable.
In the list view of all the campaigns, click on the ⋮ under the Quick Actions column for the particular campaign you want to edit.
Select Edit and then click the Proceed button.
Make relevant changes to the Campaign details, Redemption details, and Campaign Limits sections.
To save your changes, go to the Summary page and click on Save Edits And Set Live.
3. 暫停和恢復優惠活動
Once a campaign is active, you can switch the campaign’s status between paused and active. It is crucial to know how to pause a campaign. By pausing campaigns, redeemables cannot be issued or redeemed. Any existing redeemables issued will be set as “Cannot be redeemed at this time” from the customer’s point of view.
To pause an active campaign:
Log into your OMS dashboard.
Navigate to Engage > Redeemable.
In the list view of all the campaigns, click on the ⋮ under the Quick Actions column for the particular campaign.
Click on Pause and then select Confirm Pause button
By resuming campaigns, redeemables can now be issued and redeemed. Any existing redeemables will be set as back to active and customer can now redeem them.
To resume a paused campaign:
Log into your OMS dashboard.
Navigate to Engage > Redeemable
In the list view of all the campaigns, click on the ⋮ under the Quick Actions column for the particular campaign.
Click on Resume and then select Confirm Resume button.
4. 刪除優惠活動
📢 Please note that you cannot delete a campaign if customers have already been issued and used redeemables, regardless of its current status. In such cases, it is advised to pause the campaign instead.
If customers have not been issued and used redeemables for a campaign, you will not be able to delete that campaign, regardless of the current status.
Log into your OMS dashboard.
Navigate to Engage > Redeemable.
In the list view of all the campaigns, click on the ⋮ under the Quick Actions column for the particular campaign.
Click on Delete and then select the Delete button.
If you need further assistance or have any questions, feel free to reach out to our support team. We're here to help you make the most out of Redeemables!