In this article you will learn how to use the Budget feature and add limits to campaigns. To access the Budget settings, open an existing campaign and navigate to Settings and select Budget.
 

What Is A Budget?

When you set a budget for your campaign, you can limit the number of redemptions possible in your campaign and/or total amount you want to spend. Depending on the conditions and effects you have set in your campaign and the features used (e.g., coupons or referrals), you can use the budget feature to set restrictions. 

Adding A Budget

Follow these steps to add a Budget to your campaign:
  1. Navigate to the Settings page of your campaign
  2.  Click +Add
  3. Choose what element you want to limit (details below):
  4. Enter in the maximum amount for each limit
    • Note: For Discount Limits the amount is a monetary value.
  5. Choose the Scope of the limit (optional)
    • Refine your selected limit per coupon, referral or profile (e.g., 10 coupon redemptions per customer profile)
  6. Click the red Delete symbol on the right to remove a limit
  7. Click Save Changes when you are finished
Note: Depending on your campaign requirements, you may require multiple limits within your budget or none at all.
 

Coupon and Referral Limits

Define limits for your campaign based Coupon Codes or Referral Codes. Click Add again if you want to add limits to both elements (if this is a campaign requirement). Next add the value that will define the maximum number of redemptions.

You can also define the scope of a limit and choose from Profile, Coupon or Referrals (more below).

Example: If you want to limit coupon redemptions per customer profile, choose Coupon Redemptions with a value of one and select Profile from the drop down. This means coupons in the campaign are limited to one per customer



You can also limit coupon redemptions in the Coupons page of your campaign. The option to limit Coupons or Referrals will only appear if you have enabled these features in your campaign Settings

Discount Limits

Define a limit for your discounts. Enter the maximum amount of money that can be spent for this campaign. This is the total discount amount that is allowed for a campaign. Note that this is a monetary value (unlike Coupon and Referral limits).

Example: Select Discount Limits then enter the amount defined for your campaign like 20,000€ in available discounts.

When the limit is reached, the campaign will no longer validate a discount and the Talon.One API will return a message that no further discounts can be redeemed.




Coupon Creation Effect Limit

If your campaign is using the "Create Coupon" effect in your rules, you can add a budget that will limit the amount of codes created per customer profile. Note that this type of budget restriction is only valid if you are using the effect "Create Coupon". 

When using this type of budget, you must set the scope to "Profile" (this is the only valid option). 


 

Scope

Define the limits of your campaign with additional criteria such as Coupon, Referral and Profile. This means a redemption can happen per coupon, referral code or customer profile.  

Example: If Coupon Redemptions is limited to 10 and select Coupon and Profile as the scope, this means each coupon can be redeemed up to 10 times per coupon, per user profile.  

If you have selected Discount Limits, and you select Profile as the scope, that means there is an individual limit count for each individual customer. The total discount amount for the campaign could be unlimited (no maximum monetary value, or budget), but each unique customer can only redeem €100. 


Remember to click save when you have added your limits. Once your campaign is running, you can find an overview of your Budget in the Campaign Dashboard. You can always come back to the Settings page and make changes to your Budget.

A campaign Budget is not required, but is highly recommended as a security measure to avoid overspending, fraud, loss of revenue, etc. You can also define the limits in the Coupons or Referral page of your campaign.

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