Sell Vouchers Online / Voucher Customsation

You can set up products as voucher products that can send a voucher code to the customer upon payment.

You need to set a VOUCHER VALUE in the automation area to have the voucher created in the vouchers area and sent though to the recipient.

Sending vouchers as a gift

This will also work if a customer wants to send a voucher as a gift, if you have a delivery address specified on checkout, the voucher will both be sent to the customer buying the voucher (customer details) and the gift recipient (delivery details)

Setting up a product to send a voucher

Set up a product so that upon purchase or after a certain time, a voucher is sent to the customer.

First, edit the product, or create a new product that you want associated with the voucher. Click the Automation tab at the top right.

Next, set up the standard voucher settings.

  • Voucher Value - Use either percentage or a fixed amount
  • Create Voucher After - Use this dropdown to set the delay of when the voucher is sent
  • Valid for Category - Select a category that the voucher is to be used exclusively on
  • or Product - Select a product that the voucher is to be used exclusively on
  • Set new expiry date - select when the voucher expires

 

Customising the voucher email via the VOUCHER template area

You can customise the email that is sent out the to the customer.

It requires that the tag [VOUCHER] is included somewhere in the content, as this contains all the relevant info including the voucher code.

You can also use member tags such as [FIRSTNAME], but remember if it is a gift you would want to use the delivery name instead e.g. [b_ship_firstname]

for more tags - see the Voucher [TAGS] page


Seeing how the voucher code looks as an email

You can send out a test email to yourself, to trial how the email will look. To do this add your voucher product to the cart and submit the order.

This doesnt require you to complete the transaction and pay an amount to have the email send - you can view the order, then click the blue AUTOMATION tab, then Do post payment processing to send the email through as a test.

Note: The order must be set to PAID for this to work, you can manually set your test order to PAID via the blue PAYMENT button far left of the automation tab.

Making / Previewing quick changes

Once you have a voucher email generated in the E-COMMERCE > VOUCHERS area, you can quickly edit the template and preview via the  buttons available - see below:

Note: Members information such as their name will not appear on this preview as it is not associated with a member.

Using the Voucher for an amount less than the Voucher total

Vouchers can only be used on one order, unlimited vouchers can be applied.
 
If a customer intends to buy a product for less than the voucher, they would needs to purchase another smaller voucher.
Or, contact the merchant and have them issues a new voucher for difference.
 
It's not automatic. 

Selling Loyalty Points instead of vouchers

The loyalty points can be sold like vouchers, and they work more like store credit..

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