This article will cover the following:
- Setup and Affiliate Portal Settings
- Adding, Importing and Associating Voucher Codes
- Attribution
- Affiliate Portal and Workflow
- Approving or Denying Requested Voucher Codes
- Conversion Pixel Modifications
- Email Templates
Voucher based attribution and code distribution is a critical function within general conversion and Ecommerce tracking. Advertisers need a function to distribute voucher codes to their customers via their affiliate channels and provide attribution based on those codes.
Setup and Affiliate Portal Settings
You will get voucher code support by enabling Ecommerce on the SetupMain tab>Settings>Global Settings>Ecommerce Settings.
Affiliate Portal Settings
There is also an affiliate-level setting that controls whether or not an affiliate can request a voucher code. Permissions are set on the Setup>Settings>Affiliate Portal Settings>Affiliate Permissions. The permission label will be: "Allow Affiliates to Request Voucher Codes".
Adding, Importing and Associating Voucher Codes
From the Advertiser Card > Voucher Codes tab that allows you to add and import voucher codes at the Advertiser level by selecting either "Add" or "Import Codes".
Adding Voucher Codes
If you select "Add", a blank voucher code row and display fields that allow you to provide details of the voucher code will appear.
During setup, you can assign the following properties:
- Voucher Code (Required)
- Voucher Title (Optional)
- Description (Optional)
- Set a Start and Expiration Date (Suggested, but Optional)
- Terms and Conditions (Optional)
- Active (Optional)
Note: When the voucher code expires, the active flag will automatically become unchecked
Sample File here
Import Codes
If you select "Import Codes", an import wizard that allows you to load multiple codes at once will appear.
Just like the setup for a single voucher code, you can assign the following properties during the (CSV) import process -Sample CSV Format can be found at the end of this document. (promo_code,promo_name,promo_description,start_date,end_date,terms_and_conditions,active).
- promo_code (Required)
- promo_name (Optional)
- promo_description (Optional)
- start_date,end_date - Set a Start and Expiration Date (Suggested, but Optional)
- terms_and_conditions (Optional)
- active (Required - 1 is active and 0 is inactive)
Associating Voucher Codes
Whether you choose to add an individual voucher code or choose to upload a CSV file with a number of Voucher Codes, you can select which offer the individual or list of voucher codes apply to using a drop-down menu. You can also choose to apply an individual voucher code or imported file of voucher codes to “All Offers”.
Voucher Code Attribution Tracking Settings
CAKE leverages the payout rules that already exist for standard conversions, Events and Ecommerce for voucher codes. The Voucher Code Attribution layer determines who gets credit for a particular conversion when there is a conflict.
The Voucher Code Attribution setting will determine which source (Affiliate) receives attribution when a click and voucher code are present at conversion or event fire. Note, if there is only one attribution element (a click OR voucher) the respective source will win.
Setting Definitions:
- Payout Voucher Code Holder: When a click and voucher code are present the voucher source will take attribution payment.
- Pay Traffic Source: When a click and voucher code are present the click source will take attribution payment.
- No Payment: When a click and voucher code are present no payment to any source will take place.
Voucher Code Attribution Settings on the Offer Card
On the Offer Card> Home> Attribution sub tab, there will be a new attribution option called "Voucher Code Attribution". You can override the System setting at the Offer level here. Default is "Pay Voucher Code Holder."
Voucher Codes on Campaign Card
You will also be able to view voucher codes tied to specific Campaigns on the Campaign Card> Voucher Codes. You can add a voucher code from the Campaign Card, but the voucher code must already exist within the Advertiser Card.
Specific Creative
When you click the "Add" button from the Campaign Card>Voucher Code tab, a new line will appear. You can select specific creatives or select all unassigned creatives to assign a campaign-wide voucher code.
Affiliate Card
You can view the voucher codes from the Affiliate Card> Campaigns tab. If a voucher code has been assigned to an Affiliate's Campaign, the Voucher column will be active (signified with a green dot). To view the voucher code, click on the Campaign which will open that specific Campaign Card and then view the Voucher Code tab.
Affiliate Portal and Workflow
In the Affiliate Portal: If enabled on the Offer Card and enabled in the Settings, there will be a "Request Voucher Code" button on the Offer Card in the Affiliate Portal. (Affiliate Portal > Offer Card > Creatives Tab)
If there are no voucher codes assigned, the voucher code column is hidden.
Your affiliate can request a voucher code by clicking the "Request Voucher Code" button. When your Affiliate clicks "Request Voucher Code," they can select from any available creative or request a code for a specific creative.
Once the request has been made, the Voucher Code column will display "Pending Approval" until the request is approved or denied by the you in the Admin Portal. Once approved (see Approving or Denying Requested Voucher Codes below), the Voucher Code column will no longer display "Pending Approval", but will instead display the voucher code itself. If denied, the request line item will be removed as well as the Button to request any additional voucher codes for that Campaign.
Approving or Denying Requested Voucher Codes
When a request is made for a voucher code, you will be alerted in the Affiliates > Pending Voucher Codes. From here, you can approve or deny voucher code requests. When you approve the request by selecting "Assign Code", the first available voucher code tied to the Advertiser will be used.
When you deny the voucher code request for the campaign, the Request Voucher Code button is hidden from the Offer Card in the Affiliate Portal.
You can either go line-by-line to approve or deny each voucher code request, or you can select multiple requests and assign or reject them in bulk. Rejection scenarios will remove the request from the queue. However, in scenarios where you approve the code request, a box will appear displaying the Campaign Name (and ID) along with voucher code that has been assigned.
Conversion Pixel modifications
When you import and inherit voucher codes at the Advertiser and Offer level, conversion pixels must be modified to include the ecv parameters. When you check the "Ecommerce Parameters" checkbox in the Pixel Wizard, CAKE will populate the conversion pixel with CAKE Ecommerce attributes and placeholders.
Email Templates
Three email templates support voucher code requests, approvals and denials.
- Voucher Code Request email template will notify the Admin that an Affiliate has requested a new Voucher Code.
- Voucher Code Approval email template will notify the Affiliate that they have been approved for the requested Voucher Code.
- Voucher Code Denial email template will notify the Affiliate that they have been denied a Voucher Code for a specific campaign.
