Coupons (Add-On Module)

You can customise the coupon layout and deliver the coupons in different situations by different messaging channels through Omnichat

Available for: WhatsApp, Facebook, Instagram and LINE

Follow the steps to design your unique coupon.

Setting of Coupon

Step 1

Create a Coupon

Step 2

1. Coupon Name : You can set the coupon name

2. Coupon Type : You can choose "Marketing" or "Customer Service", if you have purchased OMO features there are 3 types of coupons: "Marketing" , "Customer Service" and "Sales"

General Plan

OMO Features

• Administrator, Manager, Customer Service Manager can send "Customer Service" type coupon on conversation page

• Select the type of "Customer Service" , you can send out coupons to customers on "Conversation" page (per below screencap)

Send the "Customer Service" type coupon on conversation page

set the limit of Per staff

If you have purchased the OMO feature, there are three types of coupons: Sales, Marketing and Customer service

• For OMO features, the type of Sales coupon, you can select the applicable branch

• The "Sending limit per person" means the maximum number of the coupon that each salesperson can send

Select the applicable branch

Set the limit for per staff

• If the total number of the coupon is 0 or the salesperson cannot send to the same person repeatedly, the coupon option will be shown in grey colour as an indication

• The remaining coupon means the number of coupons that the salesperson can still send out (under the "Sending limit per person")

"Sales" type coupons can only be sent by the Salesperson or Sales Manager on "Conversation" page

1. Sending period: You can choose when the coupon will be sent out

2. Collection period:

• Custom Time: The coupon can only be used from start time to end time

• The expiry time calculated from the received time: The expiry time will calculate from the customer received the coupon

1. Rules: You can set the rules of the coupon. Total characters cannot exceed 1000

2. Coupon Code: You can set the coupon code

• Fix Code: You can customise the coupon code

• Codes: You can set the code and the quantity

If you choose to Upload code

1. Normal code: If the coupon code is generated by the E-shop platform, you can download the "Example file" and paste the coupon code into the file, then click "Upload" to select the file

2. Support LINE POINTS code

3. Click the button to download the Example file

4. Upload code: You can upload the code file

Note: When the coupon type is set to “Batch Serial Numbers,” the system does not support using it in conjunction with the broadcast (push notification) feature.

Step 3

Barcode

If you need to show the barcode, QR Code, CODE_39, CODE_128 and EAN_13 are currently supported

Note: that the EAN_13 barcode format only supports 12 numeric digits.

If the value contains any non-numeric characters or exceeds 12 digits, the barcode generation will fail.

If you choose not to show the Barcode, you can set the button to link to the specific URL, such as the official website/ the promotional product URL

Customer slick "Copy", the pop up window will show up and copy the code at the same time

1. Background Colour

2. Coupon Image: No limit on file size

3. Coupon Border Colour

4. Button Background Colour / Button Text Colour

5. Whether to show the barcode: If yes, we support the barcode format: CODE_39 and CODE_128

6. The Rules of the Coupon

7. Received Rule Setting

If you open the redemption verification code setting, you can set "Generic Verification Code" or "Multiple Sets Of Verification Codes"

Step 4

Identity verification

• To prevent coupon abuse or unauthorized claiming, you can choose whether to enable the identity verification mechanism for each coupon.

• Once enabled, for coupons originating from LINE or designated WhatsApp channels, users must verify their identity via an OTP (One-Time Password) before viewing the redemption code and full coupon details. For other platforms (Messenger, Instagram, and unassigned WhatsApp channels), the current behavior remains unchanged—opening the link will display the full content directly.

• The OTP is valid for 10 minutes, and each single OTP can only be successfully verified once. To prevent spamming, sending OTPs for the same coupon is subject to a 60-second cooldown period and a rate limit of up to 20 times per hour.

• Updated "Opened" status definition: For coupons with identity verification enabled, a coupon is only considered "Opened" after successfully passing the first OTP verification. For coupons without identity verification enabled, the current behavior remains—opening the link is considered "Opened."

For more details, please refer to the "Coupon Anti-theft & Abuse Prevention Mechanism (OTP)" page.

Step 5

Repeated redemption times

• When you choose unlimited, it means each customer has the opportunity to receive the coupon repeatedly

• When you set the times of each customer can receive, when they has reached the limit, the reminder message will show up

• You can add customer name in reminder message

Marketing type coupon

Sales type coupon (OMO feature)

Step 6

Layout of coupon

1. Background Color

2. Border Color

3. Button Background Color

4. Button Text Color

5. Brand image (Optional): The recommended ratio is 1:1, and the default picture is the team head. If you want to re-upload or delete the picture after uploading, you can move the mouse cursor over the picture

6. Coupon image (Optional): There is no size limit but image width is recommended to be at least 660 pixel

Step 7

Click "Save" after completing the setting and click "OK", the coupon will proceed to "Draft". You can test the "Drafted" coupon and click "Publish" to activate the coupon after testing

1. The "Drafted" Coupon cannot edit the coupon code

2. You can test the "Draft" Coupon, but the testing record will be cleared after published. So, remember to click "Publish" when you are ready to launch

After publishing the coupon, click "edit" to edit the coupon

Set the bot for the Coupon Module

1. The coupon will not be sent if it does not match the scheduled time (not ready / overdue) or there are no more coupon quotas.

2. If the bot has other blocks, other blocks will be sent normally, but the coupon block will not.

3. The bot should include the coupon module which must be used on a single channel only

Path: "Advanced Automation" -> "Bot Builder" -> Select "Coupon"

Select the Coupon on the Coupon block.

The Coupon Code Record

1. Search: You can search for the coupon created before

2. Received: You can check how many coupons have been sent so far

3. Opened: You can check how many customers have opened the coupon so far

4. Rows per page: You can choose 5, 10, 15 or all

5. Duplicate: Except the coupon code will not be copied, the rest of the content will be copied. Coupons in all status can be copied

6. Coupon Code Record: You can click the "Coupon code record" button to view the performance

1. Search: You can search by guest name

2. Export coupon collection list: The list can be exported as CSV file, and imported into the "Audience & Broadcast" to push directly to the group of customers

3. Received Time: The time when the system sends the coupon to the consumer

4. Opened Time: The time when the customers open the coupon

5. Redeemed Time: If you choose to show the Barcode, the time when customers press the "Redeem button". (Please refer to your POS machine for the actual redeemed time

6. Triggered method: Which Omnichat features is used to trigger this coupon

7. Name of Verification Code: If you have set the consumer to redeem the coupon, the salesperson clicks the "Redeem button" and needs to enter this "Verification Code"

8. Rows per page: You can choose 5, 10 or 15