Coupon Management Overview
The Coupon Management page provides a centralized interface for managing coupon pools, tracking coupon inventory, monitoring assignments, and configuring email notifications. It enables administrators to maintain coupon availability, oversee distribution, and receive alerts when inventory levels require attention.
Page Layout Overview
The page is divided into two primary sections:
- Coupon Pools
- Email Notifications
Coupon Pools
The Coupon Pools section displays all available coupon pools and their inventory status.
Components
Pool Filter
Located at the top-left of the section.
- Displays the total number of available pools.
- Allows users to filter and view specific coupon pools.
- Example:
All Pools (7)
Inventory Summary
Displays aggregate coupon statistics across all pools.
Example:
Total: 34,579 active, 421 assigned
Where:
- Active = Available coupons remaining.
- Assigned = Coupons currently allocated.
Create Pool
Located in the upper-right corner of the page.
Button: + Create Pool
Used to create a new coupon pool for coupon inventory management.
Refresh Inventory
Located in the upper-right corner of the pool table.
Used to reload the latest coupon inventory and assignment information.
Coupon Pool Table
The table provides detailed information about each coupon pool.
Columns
| Column | Description |
|---|---|
| Status | Indicates whether the pool is Active or Inactive. |
| Pool Name | Unique name of the coupon pool. |
| Active | Number of coupons currently available for assignment. |
| Assigned | Number of coupons already assigned. |
| Total | Total number of coupons in the pool. |
| Actions | Additional management options available for the pool. |
Status Indicators
| Status | Description |
|---|---|
| Active | Pool is available for coupon assignments. |
| Inactive | Pool is disabled and unavailable for assignment. |
Pool Actions
Each pool contains an Actions (⋮) menu that provides additional management functions.
Typical actions may include:
- View pool details
- Edit pool configuration
- Upload coupons
- Manage assignments
- Delete or archive pools
Creating a Coupon Pool
A coupon pool must be created before coupons can be managed and assigned.
Steps
- Navigate to Coupon Management.
- Click + Create Pool.
- Enter a unique and descriptive Pool Name.
- Click Create Pool.
Pool Name Guidelines
Use meaningful names that clearly identify the promotion or campaign.
Examples:
summer-sale-2025black-friday-2025welcome-offerholiday-promo
Expected Result
After successful creation:
- The pool is added to the Coupon Pools list.
- Inventory statistics become available.
- The pool can be activated and managed as needed.
Managing Coupon Pools
Activate or Deactivate a Pool
Use the toggle switch in the Status column.
Active
- Pool is available for coupon assignments.
- Coupons can be distributed from the pool.
Inactive
- Pool is unavailable for assignments.
- Existing pool information remains accessible.
Refresh Pool Data
Click the Refresh icon to retrieve the latest coupon inventory information.
Access Additional Pool Options
Click the Actions (⋮) menu associated with a pool to perform available management operations.
Understanding Pool Statistics
The inventory metrics provide insight into coupon usage and availability.
Active
The number of coupons currently available for assignment.
Assigned
The number of coupons that have already been allocated to users or customers.
Total
The total number of coupons originally loaded into the pool.
Example
| Active | Assigned | Total |
|---|---|---|
| 4,787 | 213 | 5,000 |
Interpretation:
- Total coupons available in the pool: 5,000
- Coupons assigned: 213
- Coupons remaining: 4,787
Email Notifications
The Email Notifications section allows administrators to configure recipients for coupon inventory alerts.
Purpose
Notifications help ensure coupon inventory remains available for active campaigns.
The system can send alerts when:
- A coupon pool becomes depleted.
- Coupon inventory reaches low-stock levels.
Notification Recipient
Displays the users who will receive coupon-related alerts.
Example:
All assigned users
Editing Notification Recipients
To update recipients:
- Navigate to the Email Notifications section.
- Click Edit.
- Add or remove recipients.
- Save the changes.
Updated recipients will automatically receive future inventory alerts.
Typical Workflow
A common administrative workflow includes:
- Review overall coupon inventory statistics.
- Filter or search for a specific coupon pool.
- Create new pools for upcoming campaigns.
- Activate or deactivate pools as required.
- Monitor coupon availability and assignment counts.
- Configure notification recipients.
- Refresh inventory data periodically to view current status.
Best Practices
- Use clear and consistent naming conventions for coupon pools.
- Monitor inventory levels regularly.
- Configure notification recipients to avoid coupon shortages.
- Deactivate unused pools instead of deleting them when historical tracking is required.
- Review assignment counts periodically to ensure proper coupon distribution.
- Create separate pools for different campaigns to simplify reporting and management.
Summary
The Coupon Management page provides comprehensive control over coupon inventory and distribution by allowing administrators to:
- Create and manage coupon pools.
- Monitor coupon availability and assignments.
- Activate or deactivate pools.
- Track inventory usage.
- Configure automated inventory alerts.
- Maintain visibility across all coupon campaigns from a single interface.