Voucher Management Applet

Purpose and Overview

Who Benefits from This Applet?

Marketing Teams:

• Create promotional vouchers and discount codes
• Track campaign performance through redemption rates
• Manage recurring promotional programs

Event Managers:

• Issue and track event tickets
• Monitor scanned entries in real-time
• Handle bulk ticket imports

CRM Administrators:

• Configure voucher rules and restrictions
• Manage customer loyalty rewards
• Set up automated recurring voucher issuance

Finance Teams:

• Track voucher liabilities and redemptions
• Generate reports on promotional costs
• Monitor discounts applied across channels

What Problems Does This Solve?

Traditional Voucher Management Challenges:

• Manual voucher code generation prone to errors
• No real-time tracking of redemption status
• Difficulty managing bulk voucher campaigns
• Limited visibility into promotion effectiveness

The Voucher Management V2 Solution:

• Centralized voucher creation - Generate unique codes automatically
• Real-time redemption tracking - Know instantly when vouchers are used
• Event ticket integration - Manage tickets with scan verification
• Recurring voucher automation - Schedule periodic voucher issuance
• Bulk import capabilities - Upload thousands of vouchers from files

Key Features Overview

Key Concepts

Understanding Vouchers vs Tickets

Voucher Lifecycle

Created → Issued → Active → Redeemed/Expired
   │         │        │          │
   │         │        │          └── End states
   │         │        └── Ready for use
   │         └── Assigned to customer
   └── Draft voucher definition

Quick Start Guide

For Marketing: Create Your First Voucher

Goal: Create a promotional voucher code for a campaign

1. Navigate: Go to Vouchers from the sidebar
2. Create: Click "+" or “New Voucher”
3. Configure:
   • Enter Voucher Code (e.g., “SUMMER2024”)
   • Set Discount Type (Percentage or Fixed Amount)
   • Set Discount Value (e.g., 10% or RM 50)
   • Define Validity Period (Start and End dates)
   • Set Usage Limits (One-time or multiple uses)
4. Save: Click Create to activate the voucher

For Event Managers: Issue Event Tickets

Goal: Create tickets for an upcoming event

1. Navigate: Go to Tickets from the sidebar
2. Create Event: Click "+" to create new ticket batch
3. Configure:
   • Enter Event Name and Date
   • Set Ticket Quantity
   • Define Ticket Types (VIP, Standard, etc.)
4. Issue: Generate and distribute ticket codes

For Admins: Set Up Recurring Vouchers

Goal: Automate monthly loyalty rewards

1. Navigate: Go to Recurring Vouchers
2. Create Rule: Click "+" to set up automation
3. Configure:
   • Set Schedule (Daily, Weekly, Monthly)
   • Define Voucher Template
   • Select Target Recipients
4. Activate: Enable the recurring schedule

Voucher Management

Creating Vouchers

The main Voucher section allows you to:

• Create single vouchers - For specific promotions
• Generate batch codes - Multiple unique codes for campaigns
• Set restrictions - Minimum purchase, product categories, customer segments
• Track usage - Real-time redemption monitoring

Key Fields

Ticket Management

Managing Event Tickets

The Ticket module provides:

• Ticket generation - Create unique ticket codes
• Assignment tracking - Know who holds each ticket
• Scan verification - Validate tickets at entry points
• Capacity management - Track available vs sold tickets

Scanned Events

Real-Time Scan Tracking

The Scanned Events section shows:

• Scan history - When and where tickets/vouchers were scanned
• Verification status - Valid, Already Used, Expired
• Location tracking - Which entry point processed the scan
• Timestamp logs - Detailed audit trail

Recurring Vouchers

Automated Voucher Issuance

Set up recurring voucher programs for:

• Birthday rewards - Auto-issue on customer birthdays
• Loyalty milestones - Reward after X purchases
• Monthly perks - Subscription member benefits
• Anniversary rewards - Celebrate customer anniversaries

Import Vouchers

Bulk Voucher Upload

The Import Vouchers feature allows:

• CSV/Excel upload - Import thousands of codes at once
• Validation checks - Verify format before import
• Duplicate detection - Prevent code conflicts
• Batch assignment - Assign to campaigns in bulk

Configuration & Settings

Settings Menu Overview

Access settings via Settings in the sidebar:

Default Settings

Configure default values for new vouchers:

• Default validity period
• Default discount type
• Default usage limits

Field Configuration

Customize visible fields and required inputs for voucher creation.

Webhook Configuration

Set up integrations to notify external systems when vouchers are:

• Created
• Redeemed
• Expired

Feature Visibility

Control which features are visible to different user roles.

Permissions

Manage access control:

• Permission Sets - Define role-based access
• User Permissions - Individual user access
• Team Permissions - Team-level access
• Role Permissions - Role-based access control

Personalization

Personal Settings

Personal Default Selection

Set your preferred defaults when creating new vouchers.

Sidebar Customization

Arrange sidebar menu items to match your workflow.

FAQ

Q: Can I create vouchers that work across multiple stores? A: Yes, voucher scope can be configured to work globally or limited to specific locations.

Q: How do I prevent voucher fraud? A: Set per-customer usage limits, require minimum purchase amounts, and enable one-time use restrictions.

Q: Can vouchers be combined with other discounts? A: This is configurable per voucher - you can allow or prevent stacking.

Q: How do I track which marketing campaign a voucher belongs to? A: Use voucher codes with campaign prefixes (e.g., “SUMMER2024-001”) and filter reports accordingly.

Q: What happens to unused vouchers after expiry? A: Expired vouchers automatically become inactive and cannot be redeemed. They remain in the system for reporting purposes.