Discount code approval

When this process is used

When marketing campaigns require promotional codes. When partner or affiliate programs need unique codes. When customer retention efforts involve discount incentives. When seasonal promotions require structured approval. Ideal for e-commerce businesses, retail organizations, subscription services, and any company using promotional codes.

Roles involved

Marketing teams request codes for campaigns. Finance reviews margin impact and budget implications. Operations validates technical feasibility. Approvers authorize codes within their limits. Systems teams implement approved codes.

Outcomes to expect

Controlled promotional spending with proper authorization for all codes Consistent code parameters aligned with business objectives Prevented code abuse through appropriate usage restrictions Measurable promotion performance with tracking tied to approved codes

Step by step process

Your version of this process may vary based on roles, systems, data, and approval paths. Moxo's flow builder can be configured with AI agents, conditional branching, dynamic data references, and sophisticated logic to match how your organization runs this workflow. The steps below illustrate one example.

Code request submission

The process begins when a discount code request is submitted including the code purpose, discount value, usage limits, expiration date, and target audience. AI agents may validate parameters against policy limits and flag potential issues.

Campaign alignment review

Marketing leadership reviews the code request for alignment with campaign strategy, brand guidelines, and promotional calendar. They assess whether the code supports objectives and doesn't conflict with other promotions.

Financial impact analysis

Finance evaluates the projected margin impact, budget implications, and ROI expectations. They assess whether the promotion cost is justified by expected returns and fits within allocated budgets.

Approval and parameter finalization

Based on discount value and projected usage, appropriate authorization is obtained. Approved codes have final parameters documented including usage limits, eligible products, and expiration. Any restrictions are clearly specified.

Implementation and monitoring

Approved codes are implemented in e-commerce or POS systems. Code usage is monitored against projections and limits. Performance data informs future promotion planning.

Inputs + systems

This process relies on campaign briefs, financial projections, and system specifications. Triggers include campaign planning cycles, partner requests, or promotional calendars. Integration with e-commerce platforms like Shopify or Magento, marketing automation tools, and financial systems supports code management.

Key decision points

Key decision points include determining whether the code aligns with strategy, whether financial impact is acceptable, what usage restrictions should apply, and whether the code should be approved.

Common failure points

Codes created without proper approval leading to unplanned discounting. Usage limits not enforced allowing abuse. Multiple overlapping codes creating stacking issues. Code performance not tracked preventing optimization.

How Moxo supports this workflow

Orchestrates code approval across marketing and finance with clear parameter documentation

AI agents validate code parameters against policy limits

Tracks code usage and performance against approved projections

Maintains promotional code inventory for audit and planning