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Batch Discount Codes

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Overview

Batch Discount Codes allow you to create a single template with unified discount rules and automatically generate thousands of unique discount codes. This feature is perfect for targeted marketing campaigns, partner distributions, and large-scale promotional events.

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Key Features

• Template-Based Management: One template contains all discount rules, and all generated codes share the same rules
• Bulk Generation: Generate up to 10,000 unique discount codes at once
• Automatic Uniqueness: Each generated code is automatically unique and prevents duplicates
• Rule Inheritance: All codes automatically inherit discount rules from the template
• Usage Tracking: Track the usage status, user, and time for each individual code
• Flexible Expansion: Increase the template quantity after activation to generate additional codes

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Use Cases

1. Targeted Marketing: Send unique discount codes to 1,000 specific users via email, preventing code sharing or abuse
2. Partner Distribution: Pre-generate 500 codes for partners to distribute as physical coupons
3. Large-Scale Campaigns: Create massive promotional events with thousands of one-time-use codes
4. Controlled Distribution: Generate a fixed number of codes to ensure campaign scale is manageable

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Creating a Batch Discount Code Template

To create a batch discount code template:

1. Navigate to the Discount Code section in the UniBee Dashboard
2. Click New Batch Discount or Create Batch Template
3. Configure the template settings

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Template Configuration

When creating a batch template, you’ll define:

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Configuration Rules

• Code Prefix: Must be 1-20 characters and unique at your merchant level
• Quantity: Can be set between 1 and 10,000 codes
• Discount Rules: Same configuration options as standard discount codes
• Advanced Settings: All advanced configuration options (scope, subscription limits, etc.) are available

After configuration, click Save. The template status will be set to Editing.

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Activating and Generating Codes

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Step 1: Activate the Template

1. While the template status is Editing, you can modify any settings
2. Click the Activate button to activate the template
3. Once activated, the template status changes to Active

Important: Only activated templates can generate discount codes.

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Step 2: Generate Codes

Once the template is activated, you can generate codes using one of two methods:

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Method A: Automatic Generation

1. Click Generate Codes on the template detail page
2. The system automatically generates unique codes based on the target quantity
3. Codes are formatted as: {CodePrefix}{8RandomCharacters}
   • Example: VIP2025A3B7C9D2

Generation Details:

• Codes are automatically checked for uniqueness
• Generation process may take a few moments for large quantities
• If generation is interrupted, you can retry - the system will only generate missing codes

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Method B: Import Custom Codes

If you need to import specific discount codes (e.g., from another system or partner-provided codes):

1. Click Import Codes on the template detail page
2. Prepare an Excel file with the following columns:
   • Code: The discount code (can be any format, must be unique)
   • TemplateCode: The code prefix of your template
3. Upload the file and wait for processing
4. Check the import result file for any errors

Import Rules:

• Codes can be in any format (no restriction)
• Each code must be unique at your merchant level
• Template must be in Active status
• Import result file will show success/failure status for each code

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Managing Batch Templates

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Viewing Templates

You can view all batch templates in the Discount Code section:

• Status Filter: Filter by Editing, Active, Inactive, or Archived
• Search: Search by batch name or code prefix
• Statistics: View total quantity, generated count, used count, and available count

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Editing Templates

Before Activation (Editing Status):

• You can modify all settings including quantity (increase or decrease)

After Activation (Active Status):

• Quantity can only be increased (for expansion)
• Quantity cannot be reduced below the number of already generated codes
• Discount rules and other settings can still be modified (changes apply to all codes)

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Expanding Template Quantity

If you need to generate more codes after activation:

1. Click Edit on the template
2. Increase the Target Quantity (e.g., from 1,000 to 1,500)
3. Save the changes
4. Click Generate Codes again
5. The system automatically generates only the additional codes needed

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Deactivating Templates

• Click Deactivate to disable the template
• All unused codes immediately become invalid
• Already used codes are not affected
• You can reactivate the template later to restore unused codes

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Archiving Templates

• Click Archive when the campaign is complete
• Archived templates cannot be edited or reactivated
• This helps organize completed campaigns

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Managing Individual Codes

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Viewing Code List

1. Open a batch template detail page
2. Navigate to the Codes tab
3. View the list of all generated codes with:
   • Code: The actual discount code
   • Status: Available or Redeemed
   • Used By: User email (if redeemed)
   • Used At: Date and time of redemption (if redeemed)
   • Created At: Code creation time

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Filtering and Searching

• Status Filter: Filter by Available or Redeemed
• Code Search: Search for specific codes
• Pagination: Navigate through large code lists

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Exporting Codes

You can export the code list with usage details:

1. Click Export on the codes list page
2. Select export format (Excel or CSV)
3. Choose export options:
   • Export all codes or filtered codes
   • Include usage details (user, date, invoice, subscription)
4. Download the file from the Tasks section when ready

Export includes:

• Code information
• Usage status and details
• User information (email)
• Related invoices and subscriptions
• Discount rule information
• Creation and usage timestamps

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Viewing Code Usage

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Individual Code Details

1. Click on any code in the list to view details
2. See complete information including:
   • Code and parent template
   • Current status
   • Usage information (if redeemed)
   • Related invoice, subscription, and payment
   • Discount rules inherited from template

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Batch Usage Statistics

On the template detail page, you can see:

• Total Quantity: Target number of codes
• Generated Count: Number of codes created
• Used Count: Number of codes redeemed
• Available Count: Number of unused codes

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Usage Tracking

Track detailed usage information for each code:

• User Information: Who used the code (email address)
• Usage Time: When the code was redeemed
• Related Transactions: Invoice ID, Subscription ID, Payment ID
• Discount Applied: Actual discount amount or percentage applied

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Best Practices

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Planning Your Campaign

1. Choose Meaningful Prefixes: Use clear, identifiable code prefixes (e.g., VIP2025, SPRING2025)
2. Estimate Quantity: Plan the number of codes needed, but remember you can expand later if needed
3. Set Clear Expiration: Ensure validity dates align with your campaign timeline

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Code Distribution

1. Secure Distribution: Send unique codes directly to intended users to prevent sharing
2. Track Sources: Use different batch templates for different distribution channels
3. Monitor Usage: Regularly check usage statistics to track campaign performance

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Template Management

1. Activate Promptly: Create and activate templates before you need to distribute codes
2. Expand as Needed: Start with a smaller quantity and expand if the campaign is successful
3. Archive Completed: Archive finished campaigns to keep your dashboard organized

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Performance Considerations

1. Batch Size: For very large campaigns (5,000+ codes), consider generating in phases
2. Export Timing: Use export features during off-peak hours for large datasets
3. Regular Monitoring: Check usage regularly but avoid excessive real-time monitoring

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Frequently Asked Questions

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Q: Can I change the discount rules for individual codes?

A: No. All codes in a batch inherit rules from the template. To change rules, edit the template - all codes will inherit the new rules (already used codes are not affected).

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Q: What happens if I need more codes than originally planned?

A: You can expand the template quantity after activation. Simply increase the target quantity and generate additional codes. The system will only create the new codes needed.

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Q: Can I reduce the quantity after codes are generated?

A: After activation, you cannot reduce the quantity below the number of already generated codes. Before activation, you can freely adjust the quantity.

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Q: How many codes can I generate in one batch?

A: You can generate up to 10,000 codes per template. For larger campaigns, create multiple templates.

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Q: Can I import codes that don’t start with the template prefix?

A: Yes. Imported codes can be in any format. They just need to be unique and linked to the template via the TemplateCode field in the import file.

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Q: What happens to unused codes when I deactivate a template?

A: All unused codes become invalid immediately. Already used codes are not affected. You can reactivate the template to restore unused codes.

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Q: Can I delete a batch template?

A: Templates cannot be deleted to prevent accidental loss of data. Instead, archive the template when no longer needed.

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Q: How long does it take to generate codes?

A: Generation time depends on quantity:

• 100 codes: Almost instant
• 1,000 codes: A few seconds
• 10,000 codes: About 20 seconds

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Related Topics

• Creating Standard Discount Codes
• Viewing Discount Code Usage
• Exporting Discount Code Data