Offers

1. Create Offer

To create an offer, you should navigate to the section offers from the main menu and then click on the “+” (add) circle in the top right of the site.

When creating the offer you will need to enter:

• Title
• Expiration date (if empty the offer will never expire)
• Description
• Whether the offer is enabled

After filling all details click on the save button in the right top corner.

2. View Codes

To view the codes, you should navigate to the section offers from the main menu and then click on the “View” link next to the wanted offer. This will open a page where a list of generated vouchers is presented. You can also generate more vouchers by clicking on the “Generate 100 Codes” button.

3. Edit Offer

In order to edit an offer you should navigate to the section offers from the main menu and then click on the “edit” circle in the actions column of the required offer.

The offer will be opened and you can edit any of the fields after which you need to click on the save button in the right top corner.

4. Allocate voucher

Allocating a voucher means that the voucher is active and can be redeemed by a client. To allocate a code you should navigate to the section offers from the main menu and then click on the “View” link next to the wanted offer. This will open a page where a list of generated vouchers is presented. Every Voucher contains a button “Allocate” in the allocation section.

Once the button is clicked the voucher is eligible for redeeming. There is an option which will allow you to allocate multiple vouchers at once. You need to select the needed vouchers and then from the bulk action dropdown menu to select “Allocate”. Final step is to confirm the action by clicking “Apply” next to the dropdown menu.

5. Export offers

The Export Option allows you to download the list of vouchers so it can be easily shared with partners, shops, or any other third party to distribute, analyze and so on. In order to export the list of vouchers you should navigate to the section offers from the main menu and then click on the “View” link next to the wanted offer. This will open a page where a list of generated vouchers is presented. On The top right corner of the table you should click on the button “Download as csv”. This will generate CSV file with the Voucher ID, Code, Status, Timestamp, Offer ID, Branch Name, and offer URL.

Branches

1. Create Branch

In order to create a branch you should navigate to the section “Branches” from the main menu and then click on the “+” (add) circle in the top right of the site.

When creating the offer you will be prompted to insert the following information:

• Name
• Telephone
• Address
• Email
• Pin (Follow the linked article for more details)

After filling all details, click on the save button in the right top corner.

2. Branch Pin

The Branch Pin is unique identifier for the branch in order to validate voucher redeeming. The pin should be known only by the branch members since this key allows us to know which branch has validated the voucher.

3. Edit Branch

In order to edit an offer you should navigate to the section offers from the main menu and then click on the “edit” circle in the actions column of the required offer.

The offer will be opened and you can edit any of the fields after which you need to click on the save button in the right top corner.

Clients

1. Create Client

To create a client, you should navigate to the section “Clients” from the main menu and then click on the “+” (add) circle in the top right of the site.

When creating the client, you will be prompted to insert the following information:

• Name
• Email

After filling all details click on the save button in the right top corner.

2. Edit Client

To edit a client, you should navigate to the section “Clients” from the main menu and then click on the “Edit” circle in the actions column of the required offer.

The client will be opened, and you can edit any of the fields after which you need to click on the save button in the right top corner.

3. Send code to customer by email

The option “Send code to customer by email” enables you to send your customers an e-mail which will ha a voucher in it. This option enables you to send the voucher directly to the client’s e-mail.

To send the voucher via email you need to navigate to the dashboard by clicking on the “Return to Dashboard” button on the top left corner and select the option “Send code to customer by email”.

You will be prompted with a window which will require you to select the client email and offer.

Once the client’s email and offer are selected the client’s Name is filled with the one we have in our clients list.

Moreover, although prefilled the client’s name, subject and email template can also be edited to customize them as per your needs.

Once you have completed the above steps all you have to do is click “Send Email” at the bottom of the form and the voucher will be sent to your client via email.

System

1. System Settings

To access the system settings, you should select “System” from the main menu then chose “Settings” from the sub menu.

The system settings allow you to edit your Company Name, Voucherz URL or to change your company logo.

In order not to make any unwanted edits after changing something of the options you should click on the “Save” icon in the top right corner of the page.

2. My Account

To access the system settings, you should select “System” from the main menu then chose “My Account” from the sub menu.

The My Account page allow you to edit the information of your personal account. The options to change are:

• First Name
• Last Name
• Phone
• Sector
• Company
• Company Website
• Email
• Password

In order not to make any unwanted edits after changing something of the options, you should click on the “Save” icon in the top right corner of the page.

3. Cancel Subscription

To cancel your subscription, you should select “System” from the main menu then chose “Cancel Subscription” from the sub menu. After entering the page, you will need to check the “I confirm that I want to cancel my subscription” checkbox and then click on the button “Cancel my subscription”.