To create a voucher offer, follow the steps below:
Create the voucher offer type
From the Modules Menu
, click Vouchers, then click Offers.Click Create Offer.
Select the offer type:
Use a unique code: The code only works against one contact.
Use a generic code: Anyone can use the code.
Click Next.
Set up the voucher offer
Work through the tabs, entering the required information:
🤓Tip: For more information on any of the options, click the information icon.
Step 1: General
Title: This is only visible in Acteol.
Offer Code: will serve as a prefix to the to be generated codes, this can be alphanumeric.
⚠️Important: The offer codes will depend on the transactions third party you have.
If you're creating an offer to mirror Access Epos voucher offer, the offer code shall match the adjustment code used on Access Epos side.
Category: These are pre-defined categories you've set up.
Description: This your voucher offer description.
Multiple Redemption: adjust the number of redemptions.
Step 2: Dates & Locations
The dates the voucher is valid from and to.
In which locations is the voucher valid.
Create a custom schedule based on the time and day the voucher is redeemable.
Select the boxes for the days and times you require.
Select Reset in case you want to clear all the boxes and modify your date and time choices.
Step 3: Type
The type of offer.
Cash: Set a specific value to be discounted when a customer uses the voucher.
Discount: Set an overall discount as a percentage of the total.
Other: Use this option if none of the other types fit the offer you are creating.
Product: Add certain products or groups of products to be discounted if this information is obtained from your transactions third party.
Spend: Apply offers when a customer reaches a qualifying spend limit.
Linked Products: Apply a percentage discount either to selected or all products when a quantity of a specific qualifying product is in the basket.
Step 4: Images
This step is optional as you can add an image for your voucher offer.
Step 5: Info
📌Note: This step is optional and can be skipped.
Select a node for your voucher to display under. The offer will display within the Voucher node anyway, so feel free to skip this step if preferred.
Step 6: Create the offer
Click Submit.