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Discount Management Guide

This guide provides a comprehensive overview of how to manage discounts in the Celtic Portal application. Discounts are a key engagement tool in the Celtic ecosystem, allowing you to reward users, drive conversions, and build brand partnerships. Whether you’re running seasonal promotions, loyalty rewards, or managing partner discounts from networks like Awin, this guide covers everything you need to know.

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Common Use Cases

• Seasonal Promotions: Create time-limited discount campaigns for holidays, special events, or seasonal sales
• Loyalty Rewards: Offer exclusive discounts to users who’ve earned enough points or maintain active subscriptions
• Partner Integrations: Import and manage discount codes from affiliate networks like Awin
• Brand Partnerships: Organize discounts by brand and featured status to highlight premium partnerships
• User Engagement: Use points-based redemption to encourage user activity and platform engagement

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Table of Contents

1. Accessing the Discounts Dashboard
2. Managing Discount Codes
   • Viewing Codes
   • Creating a New Code
   • Editing a Code
   • Deleting a Code
3. Managing Discount Brands
   • Viewing Brands
   • Creating a New Brand
   • Editing a Brand
4. Managing Tags
5. Importing Discounts (Awin)
   • The Import Process
   • Filtering and Selection
   • Tagging and Importing
   • Handling Errors

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Accessing the Discounts Dashboard

Navigate to the Discounts section in the main dashboard sidebar. The main page is divided into three tabs:

• Discount Codes: The default view, listing all individual discount codes.
• Brands: Lists the brands associated with discounts.
• Tags: Manage tags used to categorize discounts.

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Managing Discount Codes

Discount codes are individual coupon codes or offers that users can claim or redeem. Each code is associated with a brand and can be configured with points requirements, expiration dates, and featured status.

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Viewing Codes

On the Discount Codes tab, you can view a list of all existing codes.

• Search: Use the search bar to find codes by name or code string.
• Filter: Use the dropdowns to filter by Status (Active/Inactive), Featured, or Tags.
• Sort: Sort the list by Code, Title, Creation Date, Discount %, Points Required, etc.

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Creating a New Code

1. Click the + Create code button in the top right corner.
2. A dialog will appear with the Discount Code Form.
3. Fill in the required fields:
   • Title: A descriptive name for the discount.
   • Code: The actual code users will enter (required if “Code Required” is enabled).
   • Brand: Select the associated brand from the dropdown.
   • Points Required: The cost in points for a user to redeem this code (default is 0).
4. Configure optional settings:
   • Main Image: Upload a thumbnail image.
   • Discount %: The percentage value of the discount.
   • Valid From / Valid Until: Set a date range for the code’s validity.
   • Active / Featured: Toggle visibility and priority.
   • Tags: Assign tags for better organization.
5. Click Create Code to save.

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Editing a Code

1. Locate the code in the list.
2. Click the Edit (pencil icon) button or the code’s title to open the edit view.
3. Update the necessary fields in the form.
4. Click Save Changes.

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Deleting a Code

1. Locate the code in the list.
2. Click the Delete (trash icon) button.
3. Confirm the action in the dialog that appears. Note: This action cannot be undone.

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Redeeming Codes

Users can redeem discount codes through the platform interface or programmatically. When a user redeems a code, the system verifies:

• The code is active and not expired
• The user has sufficient points (if required)
• The code hasn’t exceeded any usage limits

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Managing Discount Brands

Discount brands represent the companies or merchants offering the discounts. Organizing discounts by brand helps users discover offers from their favorite retailers and allows you to build strategic partnerships. Each brand can have multiple discount codes associated with it.

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Viewing Brands

Switch to the Brands tab to see a list of all discount brands. You can search for brands by name using the search bar.

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Creating a New Brand

1. Click the + Create brand button.
2. You will be navigated to the brand creation page.
3. Fill in the required fields:
   • Name: The display name of the brand.
   • Slug: A URL-friendly version of the name (e.g., nike-store).
4. Optional fields include Description, Logo URL, and Thumbnail URL.
5. Toggle Draft or Archived status if needed.
6. Click Create Brand.

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Editing a Brand

1. Click on a brand’s name or the Edit button in the list.
2. Modify the brand details as required.
3. Click Save Changes.

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Deleting a Brand

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Managing Tags

Tags provide a flexible way to categorize and organize discount codes. You can use tags to group codes by campaign type, season, partner network, or any other classification that helps with discovery and management.

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Common Tag Uses

• Campaign tracking (e.g., “Summer 2024”, “Black Friday”)
• Discount type (e.g., “Free Shipping”, “Percentage Off”)
• Partner networks (e.g., “Awin”, “Direct Partnership”)
• Featured categories (e.g., “Gaming”, “Fashion”, “Food & Drink”)

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Creating Tags

Tags can be created directly when editing discount codes or through the Tags tab:

1. Navigate to the Tags tab in the Discounts section.
2. Click + Create tag.
3. Enter the tag name and optional description.
4. Click Create.

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Viewing and Managing Tags

The Tags tab displays all available tags with their usage count (how many discount codes use each tag).

• Search: Find tags by name
• Edit: Click on a tag to modify its name or description
• Delete: Remove unused tags

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Importing Discounts (Awin)

The Import feature allows you to fetch promotions directly from the Awin network and add them to your system.

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The Import Process

1. Click the Import discounts button (with an upload icon) on the main Discounts page.
2. The system will automatically fetch the latest promotions from Awin.
3. You will see a list of promotions with details like Offer ID, Title, Advertiser, and Status.

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Filtering and Selection

Use the toolbar to refine the list of promotions:

• Codes: Filter by “With code”, “Without code”, or “All”.
• Exclusivity: Filter by “Exclusive” or “Non-exclusive”.
• Status: Filter by “Clean”, “Warnings”, or “Errors”.

Selection:

• Check the box next to each promotion you want to import.
• Use the Select all in view or Select valid in view buttons to bulk select.
• Note: Promotions that have already been imported will be automatically filtered out or marked.

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Tagging and Importing

Before importing, you can tag promotions to keep them organized:

1. Select the desired promotions.
2. Click the Tag selected button.
3. Choose existing tags or create new ones in the dialog.
4. Click Apply.

To Import:

1. Ensure you have selected at least one valid promotion.
2. Click the Import to discount API button.
3. The system will process the import and show a summary of Created vs Failed items.

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Handling Errors

• Missing Tracking Links: Promotions without a tracking link cannot be imported. These will be highlighted in red.
• Warnings: Some promotions might have warnings (e.g., no code provided). You can still import these, but double-check the details.
• Retry: If an import fails, you can use the Retry failed button in the results summary to attempt the import again.