How to link a specific discount to mobile numbers

Many venues have discounts that are valid to members e.g. surf clubs or RSLs. Using Reward and Serve, you can link members phone numbers with a discount code. This stops members from sharing discount codes and also makes it easy for you to track redemptions. 

💡 This is a great tool for managing staff discounts too!💡

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. Select Optional
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 associated phone number in the second column. Make sure the mobile number includes a + sign and the area code. ie for Australian numbers +614XXXXXXXX
   
4. 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.

1. In the top right-hand corner, press the 3 stacked dots.
2. Select Import CSV file
3. Select upload and upload the CSV file you created
4. Select Map Fields
5. 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.
6. 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.
7. Select the Import button to upload the codes.