Core functions of publication
Publications are required for some campaign types and optional for others. In all cases, they help you control who can use a code and how it is tracked.Required publications
Code publication is required for:- Referral programs: A publication is required so the system can identify the code owner and correctly count referred customers.
- Loyalty programs: A loyalty card must be published to a customer before they can collect or spend points.
Optional publications
Code publication is optional for discount coupons and gift cards, especially for generic codes. However, publication helps prevent misuse and it can be used to limit redemptions to intended users.Publication methods
You can use several ways to publish codes to customers. It doesn’t matter which method you use, you can publish a unique code to only one customer.- Manual assignment: You can publish a code from the detailed voucher view in the Dashboard by assigning it to a specific customer. A short publication builder will walk you through the process, where you can add publication source ID, select the customer, and add customer and publication metadata.
- Automatic distributions: Using the Distribution manager, you can send and publish codes at the same time through channels like email, SMS, or integrations such as Braze.
- Web widgets: Codes can be published automatically when a customer completes an action on a landing page or signup form.
Developer setup: Publication APIYou can also use an API integration and the POST Create publication endpoint. This way, your system can publish codes programmatically.
Publication source ID
The source ID is an optional identifier used to track a publication. When you publish a code using the API or through the dashboard and provide a source ID, calling the same publication again with that source ID will always return the same code that was assigned the first time. This makes publication requests safe to retry and helps prevent assigning multiple codes to one customer by mistake.Related features
Code publication can be used together with the following features to further optimize and orchestrate your incentive activities.Build campaigns with limited voucher use through publication
Build campaigns with limited voucher use through publication
While creating a campaign, you can check Customers can join campaign only once.This will limit voucher use in the campaign so each customer can have only one code published (assigned) to them.
Code publication and validation rules
Code publication and validation rules
You can use the Redemption only by code holder rule to restrict voucher redemptions. Only the customer who received the published code can redeem it.Add this rule while creating validation rules.
Distributions: Send and publish unique codes from campaign
Distributions: Send and publish unique codes from campaign
Distributions are a common way to publish codes automatically. You can distribute new vouchers in response to a trigger, like customer entered a VIP segment or earned a new loyalty tier.This way you can orchestrate various incentive actions and additionally optimize how you reach your audience.
Keep voucher valid after publication
Keep voucher valid after publication
While building a campaign with time limits, use Keep valid for a specific amount of time after publishing to define how long a code stays valid starting from the moment it is published.
Customer wallet: Find vouchers published to a customer
Customer wallet: Find vouchers published to a customer
You can find all the assigned vouchers to a customer by going to Engagement > Customers and selecting the customer. All published vouchers are added to their Wallet.

