> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ycloud.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Coupon Tool Usage

Upload coupon codes, limit each customer to one code, and distribute codes through a Rule-based Agent, Inbox, or Campaign.

## Usage Scenarios

Scan to claim a coupon, where customers use a QR code to claim a coupon in your business account.

## Tutorial

### Step 1: Create a Coupon Campaign

#### Step 1.1: Enable Coupon Functionality

Entry: [Integrations](https://www.ycloud.com/console/#/app/integrations/all), click the Install button to enable

<Frame caption="Find Coupons in Integrations. This example shows the installed state.">
  <img src="https://mintcdn.com/lchnan/TsMGu8UTNQaUw-Rc/product-assets/english-help-demo-2026-09-23/integrations-enabled.png?fit=max&auto=format&n=TsMGu8UTNQaUw-Rc&q=85&s=a0961446037aeff5bf3bde303b607643" alt="Integrations page with Coupons installed" width="3024" height="1656" data-path="product-assets/english-help-demo-2026-09-23/integrations-enabled.png" />
</Frame>

#### Step 1.2: Create a Coupon Campaign

Navigate from the left sidebar Integrations > [Coupons](https://www.ycloud.com/console/#/app/integrations/coupon/list) to the Coupons page

Click \[+ New Coupons]

<Frame caption="Select New Coupons to create a campaign.">
  <img src="https://mintcdn.com/lchnan/TsMGu8UTNQaUw-Rc/product-assets/english-help-demo-2026-09-23/coupon-list.png?fit=max&auto=format&n=TsMGu8UTNQaUw-Rc&q=85&s=fbca628682d11096d68bb7fe5013c187" alt="Coupon campaigns list and New Coupons action" width="3024" height="1656" data-path="product-assets/english-help-demo-2026-09-23/coupon-list.png" />
</Frame>

#### Step 1.3: Configure Campaign Information

* Coupon Type: Code type (coupon code). Currently, only this type is supported; for other types, please contact us.
* Campaign Name: Name of the coupon campaign
* Campaign Notes: Notes about the campaign, optional.
* Claim Limit: Each person is allowed to claim only once.
* Campaign Duration: Set the campaign time. Coupons will stop being sent outside this time range.

After confirming the information is correct, click **OK**.

<Frame caption="Set the campaign name, description and validity period, then click OK.">
  <img src="https://mintcdn.com/lchnan/TsMGu8UTNQaUw-Rc/product-assets/english-help-demo-2026-09-23/coupon-create.png?fit=max&auto=format&n=TsMGu8UTNQaUw-Rc&q=85&s=9b4956cb07d14ce47488db3f90505c26" alt="Coupon campaign creation with name, validity and redemption limit" width="3024" height="1656" data-path="product-assets/english-help-demo-2026-09-23/coupon-create.png" />
</Frame>

#### Step 1.4: Upload Coupon Codes

Click the upload button

<Frame caption="Open the campaign and click Upload coupons.">
  <img src="https://mintcdn.com/lchnan/TsMGu8UTNQaUw-Rc/product-assets/english-help-demo-2026-09-23/coupon-upload-entry.png?fit=max&auto=format&n=TsMGu8UTNQaUw-Rc&q=85&s=dfd32cc7854239e7dcb11693f93469dc" alt="New coupon campaign details with Upload coupons action" width="3024" height="1656" data-path="product-assets/english-help-demo-2026-09-23/coupon-upload-entry.png" />
</Frame>

Upload the coupon code spreadsheet. You can click the template button to download a template.

<Info>
  Note: In the uploaded Excel spreadsheet, the Code must be in the first column. YCloud will automatically remove duplicate coupon codes.
</Info>

<Frame caption="Use an XLSX file with a code column.">
  <img src="https://mintcdn.com/lchnan/TsMGu8UTNQaUw-Rc/product-assets/english-help-demo-2026-09-23/coupon-upload-form.png?fit=max&auto=format&n=TsMGu8UTNQaUw-Rc&q=85&s=3e0bb03dae714fdb64331b69e5a391f6" alt="Coupon upload dialog with template download and code column requirement" width="3024" height="1656" data-path="product-assets/english-help-demo-2026-09-23/coupon-upload-form.png" />
</Frame>

After uploading, click Save

<Frame caption="Check the valid and duplicate counts, then click Save.">
  <img src="https://mintcdn.com/lchnan/TsMGu8UTNQaUw-Rc/product-assets/english-help-demo-2026-09-23/coupon-upload-preview.png?fit=max&auto=format&n=TsMGu8UTNQaUw-Rc&q=85&s=d92de3bb10d3f4c01bce3b76b81b0378" alt="Three valid coupon codes parsed from an XLSX file" width="3024" height="1656" data-path="product-assets/english-help-demo-2026-09-23/coupon-upload-preview.png" />
</Frame>

<Frame caption="Saved codes appear in the Unclaimed tab.">
  <img src="https://mintcdn.com/lchnan/TsMGu8UTNQaUw-Rc/product-assets/english-help-demo-2026-09-23/coupon-codes-saved.png?fit=max&auto=format&n=TsMGu8UTNQaUw-Rc&q=85&s=f349371f4dafc2101b59f77ee7b742ed" alt="Three saved unclaimed demonstration coupon codes" width="3024" height="1656" data-path="product-assets/english-help-demo-2026-09-23/coupon-codes-saved.png" />
</Frame>

### Step 2: Configure the claim process in a Rule-based Agent

#### Step 2.1: Create a Rule-based Agent

Open an existing Rule-based Agent, or see [Create a Flow](/en/documentation/agents/rule-based-agent/create-a-flow) to configure one.

#### Step 2.2: Create a Flow

Select the Rule-based Agent, then select **Create Flow**.

<Frame caption="Open the rule-based agent and click Create a flow.">
  <img src="https://mintcdn.com/lchnan/TsMGu8UTNQaUw-Rc/product-assets/english-help-demo-2026-09-23/rule-demo-flow-list-annotated.svg?fit=max&auto=format&n=TsMGu8UTNQaUw-Rc&q=85&s=972fcc6559b08de5043e5d0f2f812fe5" alt="Create a flow in the demonstration rule-based agent" width="3024" height="1656" data-path="product-assets/english-help-demo-2026-09-23/rule-demo-flow-list-annotated.svg" />
</Frame>

#### Step 2.3: Configure Flow Keyword

Set the Keyword to the claim keyword.

Example: If you want customers to receive a coupon when they hit "**Claim New User Coupon**", set the Keyword to **Claim New User Coupon**.

<Frame caption="Set the claim keyword in the trigger.">
  <img src="https://mintcdn.com/lchnan/TsMGu8UTNQaUw-Rc/product-assets/english-help-demo-2026-09-23/coupon-flow-keyword.png?fit=max&auto=format&n=TsMGu8UTNQaUw-Rc&q=85&s=356ec3d87964a9aebeddc3ba32435c57" alt="Exact matching for the Claim New User Coupon keyword" width="3024" height="1656" data-path="product-assets/english-help-demo-2026-09-23/coupon-flow-keyword.png" />
</Frame>

#### Step 2.4: Configure the Sent Coupon

Add a Send message component in the Flow

<Frame caption="Add a text message and insert the coupon variable.">
  <img src="https://mintcdn.com/lchnan/TsMGu8UTNQaUw-Rc/product-assets/english-help-demo-2026-09-23/coupon-flow-message.png?fit=max&auto=format&n=TsMGu8UTNQaUw-Rc&q=85&s=ccc103824d4f0ffe89794ff6463392e6" alt="Text reply with a coupon variable" width="3024" height="1656" data-path="product-assets/english-help-demo-2026-09-23/coupon-flow-message.png" />
</Frame>

In the message, click the coupon variable and select the coupon campaign to insert.

<Frame caption="Select the coupon campaign from the Coupons menu.">
  <img src="https://mintcdn.com/lchnan/TsMGu8UTNQaUw-Rc/product-assets/english-help-demo-2026-09-23/coupon-flow-selector.png?fit=max&auto=format&n=TsMGu8UTNQaUw-Rc&q=85&s=c5357fb929697ee6b0bacd042c4d97dc" alt="Coupon selector showing Docs Demo - Welcome Coupon" width="3024" height="1656" data-path="product-assets/english-help-demo-2026-09-23/coupon-flow-selector.png" />
</Frame>

After editing successfully, link the Keyword and Send message components. Then save the Flow

<Frame caption="Connect the trigger to the coupon reply and save the flow. This example remains inactive.">
  <img src="https://mintcdn.com/lchnan/TsMGu8UTNQaUw-Rc/product-assets/english-help-demo-2026-09-23/coupon-flow-complete.png?fit=max&auto=format&n=TsMGu8UTNQaUw-Rc&q=85&s=5e007401ed70b6c03f9401dd0a17b1e4" alt="Inactive rule-based flow connecting a claim keyword to a coupon reply" width="3024" height="1656" data-path="product-assets/english-help-demo-2026-09-23/coupon-flow-complete.png" />
</Frame>

### Step 3: Generate a QR Code for Sharing (Optional, only for QR code claim scenario)

Generate a QR code for the number, set the keyword to: **Claim New User Coupon**. [See detailed chat link configuration tutorial](/en/documentation/channels/whatsapp-accounts-management/phone-number-management/chat-links)

<Frame caption="Use the same custom message as the rule-based flow keyword: Claim New User Coupon.">
  <img src="https://mintcdn.com/lchnan/rmZYWVwRdpR7TJaI/product-assets/english-help-context-2026-09-23/coupon-qr-keyword.png?fit=max&auto=format&n=rmZYWVwRdpR7TJaI&q=85&s=9cc56625e6c5f5cd974af5382b3ded0a" alt="QR code configuration using Claim New User Coupon as the custom message" width="3024" height="1656" data-path="product-assets/english-help-context-2026-09-23/coupon-qr-keyword.png" />
</Frame>


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