Skip to main content
< All Topics

Coupon & Promotional Offer Playbook:
Configure SMS Offers, Permission, and Redemption Tracking

Use a QR code or SmartLink to start a coupon request, then send the configured offer by SMS or MMS. Explain the offer and collect any permission needed for later promotional texts separately.

Coupon PlaybookPromotionsMMS DeliveryList Building
The Double ValueSeparate fulfilling an offer request from enrolling in recurring promotions. A sending number is not verified identity, and requesting or redeeming a coupon does not establish ongoing marketing permission.
Entry PointsPlace QR codes on suitable receipts, table tents, signs, or mail. Use distinct retained source identifiers for placement-level response reporting. Redemption requires a separate record or integration.
The LifecycleRequest → configured offer message → redemption record where supported → optional future promotions with current permission. Honor preferences and withdrawals throughout the journey.

Plan the offer, participating locations, expiry, fulfillment, and reporting before launch. Configure the entry page, reply flow, sending number, registration, and capacity around expected volume. Test the journey with staff before distributing materials.

The Full Setup: Step by Step

1
Prepare a readable coupon image and text alternative
Include the offer, expiry, redemption instructions, participating locations, and branding. Use the file types and limits accepted by your configured MMS service; test legibility on phones. Put essential terms in text or an accessible linked page as well.
2
Create a List (Only) Signup collector in TextingOnly
Choose the collector appropriate to the offer request and permission steps. Configure the offer message and any supported MMS attachment. Name lists by purpose, offer, and date, and distinguish request records from contacts eligible for future promotions.
3
Build the interstitial page on the collector
Use the interstitial page to explain the offer and relevant terms before the visitor starts an SMS request. Label the action clearly, such as “Text to Request This Offer.” Explain any separate recurring-message choice.
4
Assign a Campaign number → download QR codes per placement
Use separate collectors or distinct QR destinations with source identifiers retained in your reporting. Test receipt, table tent, window sign, and direct-mail variants. A different QR image alone does not create attribution.
5
Deploy QR codes to all placements
Proof each printed code at its actual size and likely scanning distance. Keep surrounding space clear and include a readable alternative route. Use stickers only where the code and offer terms remain readable.
✓
Review requests, permission, and redemption records
Track requests and fulfillment separately from completed marketing signups. Send later promotions only within the current permission collected, with accurate offer dates and opt-out handling. Configure reply automations and a team handoff for questions.

What to Report

📊
Opt-in volume by placement

Compare recorded source identifiers with requests and completed permission steps. Keep scans, clicks, SMS starts, and signups separate so a click is not counted as an opt-in.

📈
List growth over time

Review completed promotional signups, withdrawals, and net eligible audience size over time. Evaluate these alongside distribution and offer costs; list growth alone does not establish campaign value.

📤
Re-engagement campaign reply rate

For an authorized follow-up campaign, measure replies and tracked clicks against defined denominators. A reply or click does not prove a return visit or purchase. Use redemption or transaction records for those outcomes.

🗺️
Geo distribution of opt-ins

Where available, scan or click location estimates describe entry traffic, not verified customer location or redemption. Use configured location identifiers and redemption records to compare participating sites.

Multi-Location Coupon Campaigns

Use location or corporate subaccounts to organize participating sites, access, sending numbers, and follow-up. Retain location identifiers through the request flow. Confirm which reports are available at each account level; redemption data requires a defined collection method or integration.

✓ Batching large coupon lists for outbound

Plan batch size and timing around registered use, sending capacity, audience permission, and staffing. Review delivery statuses and replies between batches. Delivery status does not establish reading, redemption, or filtering avoidance.

Frequently Asked Questions

A QR code or SmartLink starts a configured request journey. The visitor must complete the steps to request the offer. Recurring promotional enrollment requires the relevant permission.
Use a supported file type and size for your configured MMS service. Test phone legibility and provide essential offer terms as text or on an accessible linked page.
Organize locations in the appropriate subaccounts and retain distinct location identifiers. Test routing and permissions. Connect redemption records separately when measuring offer use.
Search Icon Site Search Close Site Search
0 results
Text Auto Attendant->