Deals Set Up

This Technical Setup Guide provides the configuration steps required to manage and publish the Deals function within the TRIFFT Cockpit.

Topic / function	Deals
Audience	CRM / Marketing Ops / Implementation
Goal	Provide step-by-step setup for creating promotional offers and coupon-based incentives
Prereq systems	TRIFFT Cockpit, Shopify (for coupon sync), Active Mobile App or Web Portal

What you will learn

This guide covers how to set up promotional deals in the TRIFFT Cockpit from scratch, including managing coupon code distribution, setting time-bound validity, and segmenting visibility.

Prerequisites

Access: Ensure you have the Admin or Editor role to access the Content and Coupons modules in the Cockpit.
Data: Confirm that the required Segments (e.g., "Frequent Buyers") exist for targeted visibility.
Integrations: If using dynamic discounts, ensure your Shopify or POS integration is active to validate coupon codes.
Assets: Prepare a primary deal image and the list of coupon codes (if using a static pool).

Creating a new Deal

Navigate to Content Cockpit > Content > Deals
Click Add New in the top-right corner.

Fill in Deal details

Enter a descriptive Deals Title for internal reference.
Enter Excerpt- this text serves as the preview for the Deal before members click to open it.
Upload image
Pinned to top(optional) - turn this toggle "On" if you want to display this Deal at the top, ahead of other Deals.
Complete the Body text - this text is featured in the main body of the Deal once members open it.
Content link
Schedule- set the dates: Display from, Valid from, Valid until

Add Segments - more information on segments
Add Categories - more information on categories

Save the Deal and Publish

Configuration checklist

Audience Definition: Targeted segments are correctly applied to prevent budget bleed from unintended redemptions.
Validity Guardrails: Start/End dates align with your broader marketing calendar to avoid stock issues.
Deep Linking: If promoting via Push, ensure the Push Notification is deep-linked directly to this specific Deal ID.