Upload and Use Discount Codes in Email Campaigns

Discount Codes allow you to personalize and automate unique offers within your campaigns. Here's how to upload and use them in the email builder.

1. Upload Discount Codes

Go to:
Admin > Discount Codes

On this page you can find all the available Discount Code types with an overview of codes left and which campaigns are using these codes. Code types marked with Expired status can no longer be used in campaigns.

Steps:

1. Click Create new Discount Code.
   
   

2. Fill in the following:

   • Name and Description (for internal reference)

   • Optional: Set an Expiry Date/Time (after this date the codes cannot be used)

   • Optional: Set up Email Alerts for when the code pool is low or depleted

3. Upload a CSV file with one column titled CODES containing your discount codes. The CDP does not create codes but utilises codes generated in your source systems, such as your e-commerce store.
   
   Once uploaded, to validate the outcome, the system will indicate how many unique codes are found.
   

4. Click Save to import the codes into your available pool.

Codes will be used one by one from the file, prohibiting sharing codes publicly and misusing the offer.

2. Add Discount Codes to Emails

Once uploaded:

1. Open the Drag & Drop Email Builder

2. In any text component, you’ll now see a new discount code icon.
   

3. Click the icon and select the discount code pool to insert a dynamic placeholder into the text block. The names appearing in the Discount Code dropdown will be the names of the uploaded Discount Code types.
   

The placeholder will be replaced with a unique code for each recipient at send time.

Use Discount Codes as Personalized Links:
You can also insert discount codes into URLs by adding the placeholder to a button or link. For example, use a link like https://yourdomain.com/redeem?code= behind a call-to-action button. This allows you to send personalized, trackable URLs to each recipient — ideal for redemptions, signups, or gated content. 

Using Discount Codes as personalized links can be uploaded to the system by the CODES column of your CSV to include the entire unique URL.

Alternatively, the code can also be used as part of a URL, being only the dynamic part of the URL as set above.

3. Previewing & Sending Emails

Testing the correct display of discount codes is important not to break trust with supporters using broken codes. It is highly recommended to send previews before the live campaign to test that everything works as expected.

Please note that the different previews provide different outcomes:

• In-App Preview: Shows the placeholder only

• Preview Email from Builder: Also shows the placeholder (does not consume a code)

• Preview from Email Campaign Page: Consumes a code — reserve enough codes for actual sendouts

⚠️ Tip: For high-volume or recurring emails (e.g., birthday campaigns), set up alerts to avoid running out of codes.