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Offer Creation via Dashboard

Overview

 

Through Paytm Dashboard, you can create, configure and control the offer campaign. This is the Do-It-Yourself (DIY) mode where you can do the following:

  • Create offer rules and can configure end-to-end campaigns through our merchant panel. 
  • Control the campaign at the granular level and can define the rules which must be satisfied in order for user gratification to happen.
  • Define the campaign rules, which a user must satisfy in order to get gratification. Additionally, merchants can manage campaigns anytime.
  • Create Discount based / Amount based / Item based Bank offers and No Cost EMI Campaigns in DIY mode. 
     

 

Demo

The video below demonstrates how easily anyone can configure an offer through Paytm Dashboard.

 

Pre-requisites

 

  1. Integrate Paytm Payment Gateway
  2. Activate the DIY offers Online tab on the dashboard
 Note: To get assistance with Bank Offers integration, you may either contact us or your KAM. 

 

 

Create Offer Campaign

 

To create an offer campaign:

  1. Log into your Paytm Dashboard
  2. Click the DIY Offers Online tab.
  3. Click on Add New Campaign button.

     

    A Create Bank Offers/Campaign dialog opens. 

     

  4. Provide the details to configure an offer in the following sections:
    1. Campaign Type
    2. Campaign Details
    3. Campaign Duration
    4. Campaign Rule Engine
    5. Funding Source
    6. Other Details

 

Offer Configuration Parameters

Section

Parameter

Mandatory / Optional

Description

Campaign Type

Campaign Type

EMI/Bank Offer

Select:
1. Bank offer - to create bank offer
2. EMI - to create No Cost EMI campaign

Campaign Name

Mandatory

Enter the name of the bank offer campaign you want to create and it must include the alpha-numeric characters only with no special characters.
Campaign name be maximum of 20 characters.

Note: You can have only one active campaign with a particular name.

Campaign Details

Promocode

Mandatory

Enter the promocode which can be shown on your website as a promocode which can be applied on the transaction

Note: You can have only one active campaign with a particular Promocode.

Campaign Duration

Date & Time

Mandatory

Select the start and end date & time for your campaign.
Note: You cannot edit these fields once the campaign is created.

Schedule Your Offer

Optional

This feature can be used to schedule campaigns only on certain days of the week or dates of the month in the duration between the start and end dates of the campaign.
Note: Campaign would run only on chosen days/dates if the option is switched ON.

Campaign Rule Engine

pay_payment_bank

Optional

Select one or more banks from the list of banks. Please verify the agreement with the bank based on the payment instrument selected.

 

pay_payment_method

Mandatory

Select one or more payment instruments like Net Banking, CC, EMI etc as per your agreement with the bank which would allow you to extend discount to your end users.

 

pay_usage_by_campaign_amount

Mandatory

Define the campaign budget

 

Configura Gratification

Mandatory

Define the gratification type as required. Currently only discount type of campaigns are supported in DIY checkout. For cashback, reach out to KAM for support

 

Variation

Mandatory

Define campaign gratification as percentage or absolute value with the cap on the manimum gratification to be given to the user

Funding Source

Main Contributor

Mandatory

Define the contributor of the campaign. Currently, only merchant funded offers can be defined from the dashboard. For any other offers, reach out to KAM for support

Other Details

Offer Title

Mandatory

Enter the title of the offer which you will show to your audience to draw their attention.

Example: Get 20% discount upto Rs. 50 using HDFC credit card

Offer Description

Mandatory

Enter the brief description of the offer which you want to create.

Example: Use code FRIDAY50 & get 20% discount up to Rs. 50 on order of Rs. 300 and above.

Terms & Conditions

Mandatory

Enter the terms and conditions which a customer must satisfy to avail this offer.

Example:
Maximum discount allowed is Rs. 50
Offer valid on a minimum order value of Rs. 300
Offer valid once per user per month
Offer valid on payments made through ICICI Credit card only
Offer valid till 31st March 2023 only

 

 Recommendation: Always include the phrase in each campaign’s terms & conditions: "The merchant can withdraw or change the offer without any prior information or notice."

EMI Campaigns:
For EMI campaigns, additionally plans have to be uploaded. The sample files can be downloaded from EMI & Bulk Upload section > Generate Template. 

 

 Note:

  1. Currently, Paytm supports 10 active campaigns per MID. If you want a large number of campaigns to be allowed for your MID, please reach out to your KAM or contact us. 
  2. If you want to add more customization features with respect to Bank Offers configuration, please feel free to reach out to your KAM.
  3. Any change made by a merchant to a live campaign’s rules may take upto 30 minutes to reflect. Hence, it is advised that changes to a live campaign must be minimal. And whenever required, it must be done during the non-peak hours.
  4. All the fields marked with an asterisk (*) are mandatory.