💡 Important Note: This guide only applies to flow campaigns that use Extole's upgraded Flow Builder. Check for the flow icon next to your campaign name.
Overview
This guide walks you through how to create a coupon reward and add it to your referral campaign in Extole, including optional customization for reward emails and reminders.
Step 1: Create a Coupon Set
Before adding a coupon reward to a campaign, you’ll first create a coupon set that contains your coupon codes.
Navigate to Rewards > Coupons
Click + New Reward and create a new coupon with the following information:
Name – Use a clear, descriptive name for internal reference.
Value – Enter the discount amount or percentage.
Alert Threshold – Set a threshold to be notified when coupon inventory runs low.
Limits – (Optional) Configure hourly or daily issuance limits.
Upload a CSV file containing your coupon codes.
The file should contain one column only with no header.
Once created, this coupon set will be available to use as a reward in your campaigns.
Step 2: Add the Coupon Reward to Your Campaign
Navigate to the Flow Builder
Go to the Programs Page, locate the program and campaign you want to edit, and click the Manage Flow icon.Add a Reward
In the campaign flow, identify the event you’d like to send a reward on and click the + button.Choose whether the reward applies to the Advocate or the Friend.
Select Reward and choose a descriptive name
Once saved, choose the coupon reward from the dropdown
Step 3: Adjust Reward Rules (Optional)
You can customize rules to control when and how the coupon reward is issued.
Reward Rules
Review and update reward eligibility rules. Rewards will only be dispensed if they meet these criteria. Common rules to enable for coupon rewards:
Business Event Quality
Has Email Address
Has Not Been Rewarded for Relationship
Learn more about other reward rules here.
Step 4: Update the Reward Email and Reminder
After configuring the reward, set up the email that delivers the coupon to participants.
Reward Email Setup
By default the rewards are set up to support coupon code redemption. Customize the email by going to the Assets section, or by clicking into Reward Emails from the Flow page.
The reward email typically includes:
Confirmation that the reward was earned
The coupon code
Instructions for redemption
Update Email Copy and Creative
You can customize:
Email subject line
Preview text
Headings and body copy
Button text
Images and branding
Set a Custom “Shop Now” Button URL
If you want the Shop Now button to link to a specific page:
In the reward email editor, locate Reward Redemption Button Destination.
Enter the full URL you want the button to link to.
Use the email preview to confirm the coupon code displays correctly and the messaging matches your brand.
Set Up a Reward Reminder Email (Optional)
If you want to remind participants about their reward, you can enable a reminder email.
Under Reward Delivery, click Reward Reminder Email.
Configure the send timing by updating the Reward Email Reminder Schedule variable.
Customize the reminder email subject, copy, and creative as needed.
The reminder email will include the coupon code using the default configuration.