How To Add A New Incentive

An incentive within Cortex is any type of promotion or discount. For example: 20% off, $10 off, Free Shipping, etc.

There are two types of incentive codes:

• One code: A single code that gets distributed to all - e.g everyone receives SUMMER16 for 20% off of their purchase.
• Multiple codes: Each code will get distributed per user - e.g. each user gets a different code for 20% off their purchase. For example, User A gets SUMMER17, User B gets SUMMER18, User C gets SUMMER19

Our machine-learning models will determine a price sensitivity score for every customer of your business, and send the minimum incentive needed to get a conversion.

How to upload new incentives

Format a file for uploading multiple codes

How to upload new incentives

First, determine the type incentive you will be working with - either one code or multiple codes. Then, generate the incentive code(s) in your third party ecommerce platform.

1. Click Incentives within the Cortex menu on the left.
2. Click Create Incentive.
   
   
   
   
3. Enter an name for the incentive.
4. Choose the discount type - either percent off, dollars off, or custom.
   
   
   
   
5. For the discount type, if you chose:
   • Percent off - enter the percent off value.
     
     
     
     
   • Dollars off - enter the dollars off value.
     
     
     
     
   • Custom - enter a description of the incentive (e.g. Free Shipping)
     
     
     
     
6. Choose the type of code - either one code or multiple codes.
   
   
   
   
7. For the type of code, if you chose:
   • One code - Enter the code in the field to the right. Make sure this matches with the code created in your ecommerce platform.
     
     
     
     
   • Multiple codes - Either import a file or copy/paste from a file.
     
     
     
     
8. (Optional) In the Details field, further describe the type of incentive being uploaded.
9. (Optional) Click Select image to upload the relevant image that will dynamically merge with your email content.
10. Click Create Incentive.
    
    
    
    

Once you've uploaded your incentives, you can add them to your email templates.

Format a file for uploading multiple codes

If you are uploading multiple codes via .csv or .txt file, make sure the required column header is included: discount_code

The other optional column headers are starts_at and expires. Columns "starts_at" and "expires" require a date or datetime format beginning with YYYY-MM-DD.

Any other columns will be ignored, or may produce an error. Files without headers will not be uploaded.

Example: