Documentation

Voucher Based

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What are voucher based promotions?

Voucher Based Promotions are the promotions that get applied on the cart only once a user has entered the voucher or discount code on the cart page. Voucher based promotions helps brands run personalized offers & marketing campaigns for different users.

Few examples of voucher campaigns can be:

  • BIRTHDAY10 - unique birthday coupons that are sent to the user on their birthdays.
  • 10%OFFTROUSERS - that gives a 10% discount on buying 2 sets of trousers. Gets applied when a user enters the coupon code on the Cart or Checkout page..

Creating Discount Vouchers

On ACP you can create a new discount voucher by navigating to Marketing > Manage Promotions > Cart Promotions and creating a new promotion and by marking External Discount voucher campaign flag as Yes in the Rule information section.
After creating a promotion as mentioned above, navigate to Manage Promotions > Cart promotions screen, there you would find the Add Voucher icon right adjacent to the edit option, under the 'actions' column. Click on Add Voucher and a new window will appear named Manage Discount Vouchers.

Manage Discount voucher screen consists of four sections

  • Rule Details - serves as an easy reference for control panel users that they are working on the right promotion.
    It has 3 details:
  1. Rule Title - Displays the name of the promotion to which this voucher section corresponds to.
  2. Rule Type - Mention the promotion which comes under the voucher you are creating.
  3. Rule Periodicity - Mention the time and date between which the voucher is valid to selected users.
  • Search options - This section lets you search a specific user or voucher code. You can search for an already created voucher on the basis of 3 values:
  1. User Name - Enter the user name that you search in the given test box.
  2. Voucher Code - Enter an existing voucher code that you need to search in the text box.
  3. User Type - Select one of the Non Registered, Registered, and User Group user types that you need to search.

Created vouchers
Lists out all the vouchers that are created under the promotion. When you use the above search option, you can view the filtered vouchers in this section.

For each such voucher you can

  1. Edit the voucher details
  2. Send an email to any user of an existing voucher here.
  3. View logs of a voucher
  4. Delete a voucher by selecting the same

You can also download all the vouchers created against this promotion by clicking on the Export to Excel button.

  • Create Discount Voucher For Users - The whole process of creating a voucher is explained below.

You can do the following under this campaign:

  • Create and send discount vouchers to the registered users.
  • Create and send discount vouchers to the non-registered users.
  • Create and send discount vouchers to a user group.

Create Discount Vouchers For Registered Users

Select Registered User from the drop-down in Select User Type. Then, click on users (which will only appear when you select 'registered users' from the drop-down) link to open a dialogue box named Create Vouchers.

Search & select the user for which you want to create a new voucher. You can search the user(s) based on any of the following criteria:

  • Created Date or Last Logged in Date
  • Groups
  • Email Address
  • Mobile Number
  • First name/Last Name
  • City
  • Deactivated Users

Now, select the required registered users and click on Add Selected. The dialogue box will be closed and the count of users will be shown under Selected User Type.

Moving forward to the Voucher Code, you can either create one yourself or take randomly generated codes using the promotion engine. To enter voucher code manually, click on Voucher Code text box. Unique voucher codes will be created for each registered user. In case of many registered users, seperate the codes with the help of a comma.

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NOTE

A common voucher code cannot be used by two or more users.

If you want to let Martjack create voucher codes for you, click on Let Martjack Create Voucher Code For Me checkbox. Then, enter the number of characters that you want to have in the voucher.

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NOTE

The range of the characters must be of 4 to 12.

Enter the number of times a user can use the 'voucher code' text box. In the case of unlimited users, enter -1.

Now, select the activation date of the discount voucher from the Voucher Date Picker. Also, note that this is just the voucher creation date. The date will be valid as per the campaign validity/the validity of the cart promotion.

Lastly, enter the remarks in the Remarks section and click on Save.

What Happens After The Voucher Is Created?

Now, the voucher that you just created will be listed in the created vouchers section. As you have already created the voucher codes for registered users, email these 'voucher codes' to respective 'registered users'. Click on Send Email to do the same. Fill in the required details and send the email.

Create Discount Vouchers For Non-Registered Users

From the drop-down of Select User Type select Non-Registered Users. Then, mention the voucher code yourself or from Martjack. Here, you can create a single voucher for all non-registered users.

For example:

You want to send the voucher to 100 customers, you can create 100 unique codes or a single code and send the same to all the customers. This way the same voucher can be used by any non-registered customer unlike in case of registered users. However, you can limit the maximum number of times a voucher can be used.

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NOTE

You can also separate different vouchers with the help of a comma.

Follow the same procedure as the Registered Users if you want Martjack to create the voucher codes.

Fill in the required fields similarly as of the Registered Users, and click on Save. Now go to the Created Vouchers section and send an email to all the non-registered users.

Create Discount Vouchers For User Groups

Select User Groups from the drop-down of Select User Type. You can create the code by yourself or with the help of Martjack. Here, a single voucher code is enough for a User Group.

Select the date of the discount voucher from Voucher Date picker and fill in the required Remarks. Now, click on Save and the voucher is created.

Send an email for the same to the user groups and the process is completed.

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NOTE

Repeat the same process to send the discount voucher code(s) to other users of this user group.

Updated almost 2 years ago