Create Campaigns and Bulk Redemption Codes for Orders in Aptify

Created by Kevin Schmidt - HCPro, Modified on Thu, 9 Oct at 3:14 AM by Kevin Schmidt - HCPro

The following document outlines the processes as it relates to creating campaigns and bulk redemption codes for orders in Aptify:

Bulk redemption code creation
- Create Campaign
- Create Redemption Codes within Campaign
Export Redemption Codes from Campaigns
Create Views in Aptify to Manage Campaigns

Note: For each campaign varying in monetary amount, you will need to create a new campaign. Campaign redemption codes are then created as a means for customers to apply the campaign discount and may only be used once as they are unique - instructions on bulk redemption code creation included in this solution article as well as report retrieval.

Bulk Redemption Code Creation Process

Create Campaigns

Open the Campaign Management application in Aptify → double-click Campaigns and create a New Record by selecting the icon on the top left of the view (if no records populate in Campaigns view then you will need to create a new view in order to have the option to create a new campaign record).
Populate the fields in the New Campaigns Record
1. Name = Name of School, Program, Book, Bundle Name Etc.
2. Leave Web Name blank
3. Add Description – details of the new campaign (example – 50 student membership codes for Product Code XYZ)
4. Add appropriate Start and End Dates (windows codes are available for use)
5. Type = Redemption Codes (type text and hit the tab key)
6. Status – In-Progress (type text and hit the tab key)
7. Coordinator – Staff member creating the record
Add product(s) (exams, student membership, etc.) that should receive the discount to the newly created campaign.
1. Navigate to the Discounts tab of the campaign record and select the New icon

Fill in Product name – matching the product name already in Aptify (use the search function if needed)
Select Discount % as the Type and key in the Discount % to 100.0000
Add All Types to the Member Type field and select the Include Sub-Member Types checkbox
Select Ok and New to add more products to the campaign record OR select OK if complete

4. Save record at the top left of the New Campaigns Record.

Create Redemption Codes within Campaign

After new record is saved, create Campaign Redemption Codes
1. Select the Campaign Redemption Codes icon at the top right of your Campaigns view
2. Clear out the text in the pop-up window by selecting the red X

Search for the Campaign created and select OK
Campaign Redemption Codes wizard will open. Enter in the Quantity of exams purchased (in other words, how many redemption codes do you want to create?), the Character Length of the system generated code text (recommend 5 – 8)
The Prefix and Suffix of implemented naming convention (example: Prefix =Book/School Name – Suffix = Current Year/Book Edition)
Leave Max Use at 1 – codes are one-time use
Select Finish – Aptify will add Redemption Codes to associated Campaign record (there will be 5-10 second processing delay)

2. Search for the newly created campaign record to get newly created Redemption Codes

Export Redemption Codes from Campaigns

After the campaign record and the redemption codes are created, visit Report.AHIMA.org to export codes into export format:

Direct link: https://reports.ahima.org/reports/report/General/Redemption%20Codes
Select the campaign record from the dropdown
Select View Report at the top right to generate report
After report generates, select the down arrow next to the save icon to select Excel as the export format. File will download at the bottom of your screen and will also be in the Downloads folder of your Windows Explorer.

Create Views in Aptify to Manage Campaigns

Navigate to the Campaign application in Aptify
Once application loads, select the Create View icon and the below pop-up window will open

3. In the General tab enter the Name of view and the Description. Leave View Type and Base View as is:

4. Navigate to the Filters tab to create your View perimeters:

Row 1: Campaigns>Type (Text not TypeID)>Contains>Redemption Codes
Row 2: Campaigns>Status (Text not StatusID)>Contains>In-Progress
Row 3: Campaigns>Coordinator (Text not CoordinatorID)>Exactly Matches>Your Name (Optional row only if you want to see the campaigns you created – no row is needed if you want to see all campaigns created for bulk exam orders)