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📘Help ManualBOHMembership MarketingMarketingCoupon Pack

Coupon Pack

1 Module Introduction

Coupon Pack is a core membership marketing tool in RestoSuite. It supports integrating multiple coupons into a single pack, with two distribution models—“free distribution via campaigns” and “paid purchase by users”—enabling batch management and targeted reach. It helps with new product promotion, revenue generation, and user retention.

2 Creating a Coupon Pack

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Prerequisites

  • Must have Group Administrator account permissions

  • Coupons to be added to the pack must have been created

STEP 1: Switch to Group Management View

  1. Group Administrators log in to the Merchant Backend
  2. Click【View Switch】in the upper right corner of the page and select to switch to【Group View】.

STEP 2: Access the Coupon Pack List Page

Navigate via the menu path: 【Membership Marketing】>【Marketing】>【Coupon Pack】

STEP 3: Initiate Coupon Pack Creation

  1. Click the【Create Coupon Pack】button in the upper right corner of the page to navigate to the coupon pack creation page.
  1. Configure Basic Coupon Pack Information

  • In the【Coupon Pack Type】section, select the type of pack to create (choose one):

    • Campaign Distribution: For packs distributed to users for free
    • Paid Coupon Pack: For packs that users purchase for a fee

  • Coupon Pack Name: Enter a name for the pack (e.g., “Milk Tea Lover’s Coupon Pack”)

  • Coupon Pack Image: Upload an image of the pack

  • Coupon Pack Description: Enter a text description of the pack

STEP 4: Configure “Campaign Distribution” Type Pack (if selected)

  1. Set Distribution Method

In【Pack Rules】→【Distribution Method】, select the distribution type (choose one):

  • One-Time Distribution
  • Recurring Distribution

If [One-Time Distribution] is selected:

  1. Navigate to the【Pack Content】configuration page. In the【Coupon Name】field on the 【Select Coupons】page, specify the single coupon to add.

  2. Enter the【Number of Coupons】

  3. Configure【Effective Method】and【Validity Period (Days)】:

    • Relative Validity Period supports [Immediate Effect], [By Hour], or [By Day];

  4. Confirm and submit after completing the configuration.

If [Recurring Distribution] is selected:

  1. In【Pack Rules】, set the【Effective Date Type】(optional: [Daily], [Weekly], [Monthly]);

  2. Enter the【Total Distribution Cycles】(specify the total number of distribution periods);

  3. Configure【Pack Content】distribution rules (choose one):

    • Select【First Distribution Same as Subsequent Ones】: You only need to add one set of coupon information (for scenarios where each distribution has the same content);
    • Select【First Distribution Different from Subsequent Ones】: Need to set coupon information for [First Distribution] separately and [Subsequent Distributions] (including coupon name, quantity, validity rules, etc.);

  4. Confirm and submit the configuration after completion.

STEP 5: Configure “Paid Coupon Pack” Type Pack (if selected)

  • Set Sales Channels

In the【Sales Channels】section, select the channels where the pack will be sold (multiple selections allowed; at least one must be selected):

  • Option 1: Coupon Pack Mall

  • Option 2: Purchase with Order

  • Configure Basic Sales Rules

  1. Under【Pack Rules】, set the【Sales Period】(select the start and end dates for pack purchases);

  2. Enter the【Coupon Pack Price】(must be greater than 0; currency consistent with the store’s currency);

  3. Configure【Coupon Pack Inventory】:

    • Select【Unlimited】: No need to enter additional inventory quantity;
    • Select【Limited】: Enter the specific inventory quantity (users cannot place orders once the limit is reached);

  4. In the【Available Stores/Organisations】section, select the stores or organisations where the pack can be purchased (supports bulk selection).

Configure Advanced Settings (Optional)

  1. 【Post-Purchase Redirect】: Enter a redirect URL (can bind a marketing link; users will be automatically redirected to this page after successful purchase);

  2. 【Automatic Refund for Expired Unused Packs】: Select whether to enable (if enabled, unused packs will be automatically refunded to users upon expiration).

  3. Purchase Limits:

    • 【Total Purchase Limit per User】: Set the maximum number of times a user can purchase the pack (unlimited if not set);
    • 【Daily Purchase Limit per User】: Set the maximum number of times a user can purchase the pack per day (unlimited if not set);

  4. Confirm and submit after completing all configurations.

STEP 6: View Pack Details and Gift Packs

  • View Pack Details
  1. Return to the Coupon Pack List page and click the【Coupon Pack ID】of the target pack to navigate to the pack details page.
  2. The page displays the pack’s complete parameters (basic information, rule configurations, etc.), data statistics (issued quantity, total redeemed quantity), and related records (purchase records, gift records).
  • Gift Coupon Packs (Manual Distribution Scenario)
  1. On the pack details page, click the【Gift Coupon Pack】button in the upper right corner.
  2. Enter the【Member’s Phone Number】and【Gift Quantity】
  3. Click【OK】to distribute the specified number of packs to the target user.

3 Coupon Pack Management

  1. The list operation column supports【Edit】,【View Details】, 【Copy】, and【Archive】functions
  2. The【Paid Coupon Pack】type additionally supports the【Configure Link/QR Code】operation.
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