Linking promo codes to mobile numbers

Venues with member discounts can upload member numbers and link them to a customers phone number to stop customers sharing discount codes. To set this up, there are a few things you need to do.

Setting changes

  1. In the top right-hand corner, select the account icon in the top right-hand corner, and then choose Project Settings
  2. Select Metadata Schema
  3. Next to Standard on the right-hand side, select the expand button (↕)
  4. Select Voucher
  5. Select the blue Add new definition button
  6. Under Property name (key)* enter the following: phone
  7. Under Type select String
  8. Untick Mandatory
  9. Press Save

 

Creating a CSV file with a list of voucher codes and mobile numbers

  1. Create a CSV file with 2 columns. Code and Phone
  2. Select column A & B and then select Format > Format Cells and then select Text
  3. Enter the code in the first column and the assosciated phone number in the second column. Make sure the mobile number includes a + sign and the area code. ie for Australian numbers +614XXXXXXXX
  1. Save the CSV

 

Creating a campaign and uploading the vouchers

  1. Create a campaign as you normally would. Select bulk codes, but only create 1 code, we will add the codes later.
For instructions on how to set up a voucher campaign, click here Creating vouchers in Boomerang
  1. Go to Campaigns and then select the campaign you want to add the codes to.
  2. In the top right-hand corner, press the 3 stacked dots.
  3. Select Import CSV file
  4. Select upload and upload the CSV file you created
  5. Select Map Fields
  6. Look for Code, under Columns of an import and on the right choose Select property and choose Code. Then press the blue + button to add mapping.
  7. Look for Phone, under Columns of an import and on the right choose Type, and select Custom Attributes, and then Select property and under Property name enter: phone. Then press the blue + button to add mapping.
  8. Select the Import button to upload the codes.