Unlock powerful growth opportunities and drive foot traffic by offering unique Promo Codes directly from your Campaign Center. Whether you're partnering with local businesses, running targeted campaigns, or expanding your reach on social media, Promo Codes give you the flexibility to acquire new shoppers and reward returning ones. Because customers do not need to be registered members to redeem them, Promo Codes serve as one of the most effective tools to turn first-time visitors into long-term loyal customers — now with granular redemption controls to safeguard your margins.

Learn more on how to create promo codes with our tutorial video! 👇🏼

1. Create Promo Codes

1. Go to Campaign Center in the Hub.

2. Click Promo Codes from the side navigation menu.

3. Click + Promo Code to create a new promo code and select either of the one:

   • Fix: Generate a single code that can be used for unlimited redemption.

     Jump to Fix Code Setup & Redemption Limits.

   • Generate: Generate a bulk of codes. Each code is unique and allows a single redemption.

     Jump to Auto-Generated Promo Codes Setup.

   • Code: Import a CSV file or paste a list of codes.

     Jump to Imported Promo Codes Setup.

4. Enter the promo code name and add a description.

   Note: You cannot have more than one set of promo codes with the same name.

5. Specify the discount of the promo in the Discount tab.

   Note: You can create advanced promos with split cases to give different discounts in different scenarios. For example, you can give different discounts for different business locations, different days of the week, or times of the day. To learn more about cases, click here ↗.

6. Optional: Under the Terms tab, you can specify when the promo codes can be used (i.e., dates, days, times) or other conditions based on their purchase (like location, minimum spend, etc.). If you want the discount to apply each time specific items or quantities appear in the purchase, configure this in the discount itself instead of in the conditions.

   Note: No membership conditions are available since promo codes can be used by any customer, including non-members.

   • Limiting Promo Code Usage (Times per member):
     Click Infinite times per member to open the Apply Several Times modal:

     • Infinite times per member (default): Allows members to redeem the promo code without limit.

     • Limited times per member: Enables configurable caps:

       • Up to [X] times in total: Sets a global lifetime cap per member.

       • Up to [X] times per [Hour / Day / Week / Month / Year]: Sets a time-based frequency cap per member. 

         Note: Both caps can be used independently (only global or only time-based) or combined together for more restrictive control.

     • Calendar Period vs. Rolling Period: Say that a member triggers a rule at 15:00 on Wednesday. To make the rule available to them the next day right after midnight, pick Day in the drop-down. To make it available again at 15:00 the next day, pick a Rolling Period of 24 hours.

     

7. Configure your codes under the Codes tab.

8. Once done, click Activate.

1.1. Type A - Fix Code Promo Codes

Specify a single fixed code for your promo under the Codes tab.

1. Under the Codes tab, enter your  code in the Enter code field.

   Note: The code can be alphanumeric, up to 100 chars, and the same code cannot be used for different promotions for the same business.

2. Click Limit to expand the code usage controls:

   • Code usage in total: Select this checkbox and enter a number to limit the total number of times the code can be used.

   • Code usage per period: Select this checkbox, enter a number, and select the time period from the dropdown (e.g., Week) to restrict redemption frequency.

3. Click Activate (or Save as Draft).

1.2. Type B - Auto-Generated Promo Codes

Generate a list of unique codes where each individual code can be redeemed only once.

1. Under the Codes tab, select the Code Length from the dropdown (supports dynamic lengths of 5–9 digits). The screen displays the total number of available codes.

2. Enter the name of the bulk and define the Number of codes to generate.

   Note: 

   • The limit is 10,000 codes in one bulk.

   • Each code in the bulk can only be used once.

   • To define multiple bulks of codes (for example, to segment bulks by business location), click + Add Bulk.

3. Check Create [X] test codes to generate codes for internal testing before distributing them to customers.

4. Click Activate (or Save as Draft).

Once the Promo Code is activated:

• Download CSV: Click the download icon next to any bulk to export its list of codes.

• View Test Codes: Click the eye icon next to the test bulk to view and copy the generated test codes.

Important: It's not possible to change the number of codes generated for a bulk after the Promo Code was activated.

1.3. Type C - Imported Promo Codes

Import an external list of unique codes where each code can be redeemed only once.

1. Under the Codes tab, enter the name for your bulk.

   Note: 

   • Supports dynamic code lengths of 3–100 alphanumeric characters.

   • Each bulk can be imported multiple times; there is no limit.

   • If you wish to add multiple bulks of codes (e.g., separate batches for different partners or locations), click + Add Bulk.

2. Click Upload file to select your file, or choose Copy & Paste to paste the list directly.

3. Click Save.

4. Click Activate.

Once the promo is activated, click the download icon next to any bulk to download a CSV list of the codes.

2. Extend Promo Codes

Extend promo code campaigns directly from the action menu in the Promo Codes list:

1. Fix code campaigns: Campaigns that were deactivated can be re-activated without any time limit. The same fixed code cannot be used for different promotions for the same business (even if the campaign is deactivated).
   

2. Auto-Generated campaigns: Campaigns that were deactivated can be re-activated only within 30 days. After 30 days, it won't be possible to re-activate the promo codes, and the codes may be released for other campaigns.
   

Note: You can extend the campaign up to a month each time.

3. Restart of Fix Promo Code

Fix code campaigns that were ended can be restarted without any time limit. The same fixed code cannot be used for different promotions for the same business (even if the campaign is ended).

4. Promo Code Analysis

Click the three-dot action menu on an active campaign and select Promo code analysis to view how many codes were used or unused across every bulk. Any bulk that was deactivated will be displayed as canceled.

5. Promo Code Activity Status - Sent

Promo code activity is logged directly in the member's profile. Every time a promo code is sent to an identified member, the event automatically appears in the member's action log/activity feed in the Hub, giving full visibility into code distribution and delivery status.

6. Promo Code Statuses

The following statuses are available for promo codes.

Note: Once promo codes are activated, they can no longer be edited.

7. Cancel Codes

Cancel one or multiple codes from the top tools menu in the Hub:

1. In the top navigation bar of the Hub, click the wrench/tools icon.

2. Click Cancel Codes.

3. Type the codes manually or paste a list directly from Excel.

4. Click Cancel Codes.

5. A confirmation dialog will summarize the results, detailing how many codes were canceled successfully and which were not found.

8. Promo Codes vs. Gifts

Promo codes and gifts (created from the Campaign Center) can offer the same types of discounts, but there are several key differences:

• Audience Eligibility: Gifts are only redeemable by members, while promo codes can be redeemed by any customer (including non-members). However, if an identified member redeems a promo code, the redemption is still logged in their Hub profile.

• POS & App Visibility: Gifts appear in the app and on the POS gift list, while promo codes do not.

• Distribution Channels: Gifts are sent to members using a rule or one-time activity. Promo codes can be promoted to customers across diverse channels by the business - such as posting on social media pages, publishing on a website, or converting into a QR code displayed in-store.