Deals Other Functions

This Ongoing Management Guide provides the steps required to maintain, troubleshoot, and optimize the Deals function within the Content Cockpit.

Topic / functionDeals
AudienceCRM / Marketing Ops / Lifecycle owner
GoalMaintain, edit, pause, troubleshoot, and improve the setup over time

Edit Deals

1. Go to Content > Deals > Click the desired Deal

2. Click on Edit, make your changes, and Save


Duplicate Deals

1. Go to Content Cockpit > Content > Deals > Right-Click the desired Deal > Duplicate & Save


Delete Deals

1. Go to Content Cockpit > Content > Deals > Right-Click the desired Deal > Delete & Confirm with Yes


Unpublish Deals

1. Go to Content Cockpit > Content > Deals > Click the desired Deal > Click Unpublish


Action description (Example: Refreshing a Deal and Managing Coupon Stock)

  1. Navigate to the Deals Module: Log in to the TRIFFT Cockpit and go to Content > Deals.
  2. Select Active Asset: Click on the specific deal that requires an update or stock check.
  3. Update Content: Modify the Title, Short Teaser, or Body Text to reflect new messaging or terms.
  4. Audit Coupon Stock: Check the linked Coupon Pool status; if unique codes are running low, upload a new CSV to the pool or link a fresh pool.
  5. Adjust Validity Dates: Update the Start Date or End Date if the promotional period is being extended.
  6. Refine Targeting: In the Visibility tab, add or remove Segments to ensure the deal reaches the intended audience.
  7. Add Testing Steps: Use a staging account to verify that the "Claim" button functions and the correct coupon code is displayed.
  8. Enable / Schedule and Confirm: Click Save and verify the status toggle is set to Published.

Ongoing management checklist

  • Inventory Check: High-performing deals have sufficient unique coupon codes remaining in their linked pools.
  • Segment Accuracy: Private deals are correctly restricted to the intended segments to prevent "budget bleed".
  • Redemption Limits: The "Limit per member" setting is correctly enforced for one-time offers.
  • Expiration Hygiene: Past-due deals are archived or unpublished to keep the member feed uncluttered.
  • Deep Link QA: Push notifications or banners promoting the deal correctly resolve to the specific Deal ID.
  • Translation Audit: Localized versions of the deal reflect any changes made to the primary language content.



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