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The Coupons tool lets you store discount codes and assign one unique code to each customer through a Flow. Use it for new-customer offers, giveaways, or time-limited promotions. Every group of codes lives inside a Topic Coupon, which acts as a labeled container for all the codes belonging to a single promotion.

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Understanding Topic Coupons and Coupons

You must create a Topic Coupon first, then import codes into it. The Set up Coupon Action in a Flow then assigns an available code from that Topic to the current customer.

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Create a Topic Coupon

1

Open Coupons

Select Tools from the left menu, then click the Coupons card.
2

Open the Topic Coupon tab

Select the Topic Coupon tab. The list shows each Topic’s name, Coupon count, validity period, and Actions menu.
3

Click Create New

Click + Create New to open the Topic Coupon creation dialog.
4

Enter topic information

Enter a Name, select a Validity period if the promotion expires, and add a Description if needed.
5

Save the topic

Click Create to save. If no validity period is selected, the column displays Unlimited.
To edit or archive a Topic Coupon later, open the three-dot menu in the Actions column and choose Edit or Archive. An archived Topic cannot assign new Coupons. Use the Archive tab to restore or delete Topics you no longer need.

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Import Codes into a Topic

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Prepare the Import File

Download the import template from the Download import template link in the import dialog. The CSV file uses a single column named coupon:
Each row must contain one unique code. Remove duplicate codes and empty rows before uploading.

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Import Codes

1

Open the Coupon tab

On the Coupons page, select the Coupon tab. This page includes Topic, Status, and Usage filters and a Search code field.
2

Click Import coupons

Click Import coupons to open the import dialog.
3

Select a Topic

In the Topic field, select the Topic Coupon that will receive the new codes.
4

Upload the CSV file

Select your prepared CSV file.
5

Confirm

Click Confirm to import the codes. After import, the Coupon table displays Topic, Code, Status, Usage, and Created At columns.
Use the All topics, All statuses, and All usage filters together with the Search code field to locate specific codes. Click Download Coupon List to export the list with its current statuses.

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Distribute Coupons in a Flow

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Add a Topic Coupon Action

1

Open Send Message

Create or open a Send Message block in Flow Builder.
2

Open Actions

Click Create, then select Actions.
3

Select Topic Coupon

Open the Tools group and select Topic Coupon.
4

Select a Type

In the Type field, choose the appropriate action:
5

Select a Topic and continue

In the Topic field, select the Topic Coupon to use, then click Continue to add the Action to the block.
Always run Set up Coupon before sending the Coupon field in a message. If no code has been assigned yet, ChatbotX cannot insert a value into the message.

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Send a Coupon Code in a Message

1

Add Send Text

Add or open Send Text content in the Send Message block.
2

Write the message

Enter the fixed message text, such as Your discount code:.
3

Insert the Coupon property

Click the </> icon in the editor. Under the Coupons group, select the Topic Coupon you want to insert. ChatbotX replaces this property at runtime with the code assigned to the customer.

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Check a Coupon with a Condition

Use a Condition node to branch the Flow based on a customer’s Coupon status.
1

Open Add Condition

In the Condition node, click Add Condition.
2

Select a Topic Coupon field

In the field list, open the Topic coupon group and select the Topic you want to check.
3

Select an operator

Choose an operator based on what you need to check:
4

Set a comparison value and save

When using Is, select the comparison value in the third field, then click Save.

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Track Coupons by Customer

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Filter Contacts by Coupon

In Contacts, open the filter panel, click Add Condition, and select a Topic Coupon field. Choose Has any value, Used, or Is to generate the list you need. Click Save to apply the filter.

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View Coupons in Inbox

Open Inbox, select a customer’s conversation, and expand the Coupons section in the contact profile on the right. Each Coupon card shows the Topic name, the assigned code, and the usage status. Not used yet means the code has not been marked as used.

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Example: Distribute a Welcome Coupon to New Customers

You have a Topic named New Customer Welcome - 10% Off with 30 imported codes (WELCOME10001 to WELCOME10030). The Flow starts with an offer message and a Get Coupon button.
1

Customer clicks Get Coupon

The customer taps the button in your offer message.
2

Check for existing Coupon

A Condition node uses Has any value to check whether this customer already has a code from the Topic.
3

Send existing code if already assigned

If the condition matches, the Flow sends the customer’s saved code again so they are not assigned a second one.
4

Assign a new code if none exists

If the condition does not match, the Flow runs Set up Coupon to assign a new code from the Topic.
5

Send the assigned code

The Flow sends a message containing the Coupons > New Customer Welcome - 10% Off property, which resolves to the customer’s code.
A Topic Coupon in Archive cannot assign new codes. Confirm that your Topic is active and has enough available codes before starting a campaign.