This video is an overview of how to create a voucher.
Follow the steps below to create a voucher:
Voucher editor General tab
Select Vouchers in the top navigation bar.
Select List Vouchers.
If creating a new voucher, select Create Voucher.
If editing an existing voucher, select edit on an existing voucher.
The Voucher code is a unique code that will identify your voucher.
Status allows you to select the voucher to active, suspended or removed.
The voucher Category allows you to choose the category that best suits the voucher.
Order Index is no longer applicable. On the Home screen drag and drop the vouchers into the position required.
Redeem Online is not available at present.
Voucher Title allows you to add a title on the voucher.
Voucher Description allows you to describe the voucher and what it includes.
With the Terms and Conditions it is important to use relevant terms and conditions, this information will display on the PDF of the voucher.
You can add up to 3 Incentive Messages on each voucher.
Click Save Changes.
Voucher editor Advanced tab
The Voucher Code is auto populated as you entered this in the general tab.
There are three Voucher Value Type options:
Fixed monetary value allows you to have a set price, you will need to add your value, while you can also include a strike value, which is a value that you would like to have a strikethrough on, which must be greater than the voucher value.
Flexible monetary value has a minimum value and a maximum value. The minimum is the minimum value you are allowing the customer to purchase the voucher and the maximum value is the maximum value a customer can purchase a voucher. Value step is the value the voucher will increase by.
Note: In this Voucher Value Step example the voucher minimum price is €50 the value step is also €50 so the next value a customer can purchase a voucher is €100, then €150 and until the maximum price is reached of €250.00.
Value is where you insert the value of the voucher.
A Discount can be applied if you would like to offer a discount on a voucher price you can add this in the discount field.
Discount formats can be specified as a fixed monetary amount or a percentage, both with optional up to 2 decimal places.
Note: In this Discount Format example 10 will give a 10 EUR/USD/GBP fixed amount discount off the value of the voucher. 10% will give a 10% discount off the value of the voucher.
Per Person pricing allows for individual vouchers to be priced based on the number of people selected. Enter the price per person in the field marked as value. You will need to enter the minimum number of people and the maximum number of people.
A default delivery option can be set up in edit site profile under the advanced tab. If you decide to overwrite the default delivery option for this specific voucher, select custom delivery options from the drop down menu. Enable the option you require and add a cost if relevant.
Click Save Changes.
Restrictions tab overview
The Voucher Code is auto populated as you entered this in the general tab.
Customisation
Presented To to be displayed on the voucher - The customer can input the recipients name.
Presented From to be displayed on the voucher - The customer can input their own name.
Dedication to allow user to enter dedication text - Text box for the customer to write free text.
Hide Monetary value on voucher. - The cost of the voucher will not display.
Hide expiry date on voucher - The expiry date of the voucher will not display.
Sell Restrictions
Max per sale refers to the number of vouchers one person can purchase at one time.
Total Quantity allows you to restrict the total number of vouchers available to be purchased. If you do not have a limit on the number of vouchers to be sold leave this field blank.
Low inventory warning allows you to be notified once the specified number of vouchers has been sold. Enter the email address of the person who should receive the warning.
Sale dates allow you to optionally indicate whether you want to limit this voucher to appear during the specified date range.
Max Per Sale allows you to enter the Maximum vouchers of this type sold.
The Total Quantity allows you to set the the total quantity of vouchers available overall.
The Low Inventory Warning allows you to receive an email when the inventory drops to a certain number.
The Inventory Warning Recipient Email will alert the provided email address once the inventory drops to the specified number.
Sell Dates
This allows you to optionally indicate whether you want to limit this voucher to appear during the specified date range.
Voucher editor Customize tab overview
⚠️Important: You can only have one voucher per voucher code.
The Voucher Code is auto populated as you entered this in the general tab.
Customize allows you to choose the banner that will be displayed on the voucher pdf.
If you select the default site banner, it will apply the banner set in the site profile.
⚠️Important: Banners must be 1120x140 pixels in size. If you want a new banner added, please email [email protected]
Layout Profile: If you are using one of the new voucher templates, this is where you can apply that template to this voucher type.
If you select use site default, it will apply the default template set in the site profile.
Click Save Changes.
Voucher editor Images tab navigation
The Voucher Code is auto populated as you entered this in the general tab.
Select an image for the voucher.
Search for pictures in the search bar.
Drag the desired image to the Drop Here box.
Click Save changes when it is all updated.
⚠️Important: You can only have one voucher per voucher code.
Preview Voucher
You can preview the sample PDF by clicking on preview in the list vouchers screen.
Reorder Voucher
Click the Vouchers tab along the top navigation.
On the left navigation click list vouchers.
The vouchers will be listed in the voucher list window.
Drag and drop the vouchers into the requested order.
