Managing an Item Group

An Item Group is a list of line-items used to limit the eligible items for an offer redemption. When a member wants to redeem an offer, their order will be first validated for the correct item names and quantity of items, and then the correct discount is applied. When the member’s order does not have the specified line-items from the Item Group, an error occurs that prevents the offer from being redeemed.

Note: this workflow varies slightly per integration type. Contact your Customer Success Manager for more details.

Things to Know

• When creating or updating an Item Group with special characters, be sure to save your file as a UTF-8 .csv to preserve its formatting.

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Create New Item Group

Before you create your Item Group, know your campaign objective and review the Formatting Item Groups Guidelines.

1. Navigate to Campaigns > Item Groups.

2. Click the add add icon to create a new item group.

3. Name your item group.

4. Drag and drop or upload your CSV file containing your group of items.
   
   IMPORTANT: Your file must follow the Formatting Item Groups Guidelines.
   
   

5. Click on Save to create your item group.

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View Item Group

There are 2 ways to view the items in group — viewing direct within the dashboard, and downloading it as a CSV file. Downloading the item group is also helpful when you want to update a group.

View in Dashboard

1. Navigate to Campaigns > Item Groups.

2. In the row of the Item Group, go to Manage > View.

Download Item Group

1. Navigate to Campaigns > Item Groups.

2. In the row of the Item Group, go to Manage > View.

3. Click the download file_download icon, and the CSV file will directly download to your device.

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Update Item Group

Update/Overwrite

Updating your Item Group will overwrite all its contents. This is recommended for any modifications — such as an add, remove, and/or edit item(s).

1. Navigate to Campaigns > Item Groups.

2. In the row of the Item Group, go to Manage > View.

3. Click the update update icon.

4. Upload your new CSV file containing the updated items and Save Changes.
   
   IMPORTANT: Your file must follow the Formatting Item Groups Guidelines.

Delete Item(s) within a Group

An Item Group must have at least 1 item. If you want to update all the items in a list, we recommend using the update method.

1. Navigate to Campaigns > Item Groups.

2. In the row of the Item Group, go to Manage > View.

3. Select the checkbox next to the item(s) you want to delete.

4. Click the delete delete_outline icon.

5. Confirm your delete of selected items.