Creating and Customizing Vouchers

Using vouchers adds a flexible, high-converting dimension to your loyalty program. This lesson covers how to set up single or multi-use vouchers, establish strict volume limits, configure dynamic expiration rules to drive urgency, and design dedicated wallet passes with location-triggered notifications.

Key Takeaways

• Defining the Promotion Type: When building a new incentive under Loyalty > Promotions & vouchers, you must first select its functional structure:

  • Single-Use Voucher: Can only be redeemed exactly once by a customer.

  • Multi-Use Voucher: Can be used repeatedly, allowing you to define a hard cap on the maximum number of redemptions permitted per voucher asset.

• Setting Strategic Volume Limitations: You have two distinct ways to restrict availability within the limitations tab:

  • Limited Redemptions: Restricts how many times an individual voucher can be physically redeemed.

  • Limited Total Vouchers: Sets a strict maximum cap on the overall volume of vouchers that the system is allowed to generate globally across your entire database. This is not a per-customer restriction, but rather a tool to manage total campaign volume (e.g., capping a promotion at exactly 250 total vouchers).

• Controlling Validity and Urgency: The validity menu manages the activation and expiration timelines:

  • Activation: You can choose an immediate activation, a fixed calendar date (e.g., launching exactly at midnight on May 1st), or a dynamic delay (e.g., activating exactly one day and one hour after the customer receives it).

  • Expiration: You can choose to have vouchers never expire, set a static calendar end date, or establish a dynamic expiration period (e.g., expiring exactly 90 days after generation). Dynamic windows are highly effective for creating a localized sense of urgency that directly lifts customer redemption rates.

  • Time Slots: You can restrict voucher usage to specific days of the week or dedicated daily hours (e.g., blocking usage after 20:00 to cater strictly to early-bird traffic).

• Bulk Generation and Contact Linking: Inside the vouchers tab, you can bulk-generate custom codes instantly by clicking Add vouchers and entering your desired quantity. To assign an unlinked voucher directly to a specific user, select the individual code row, click Actions, and choose Link to a contact.

• Designing a Voucher Wallet Pass: You can build a mobile wallet pass for any specific voucher promotion. Through the design editor, you can align background colors with your brand identity, refine logo icon placements, and input back-of-pass support details like phone numbers, support emails, and contact URLs.

• Targeted Location Alerts: You can configure geofenced push notifications for your voucher passes. If you want a voucher notification to fire exclusively near a specific storefront, you can customize the proximity text (e.g., "Hey [First Name], swing by and use your five-dollar voucher"), toggle that profile's alert to Active, and turn off alerts for your alternative business profiles.

Dashboard Checklist

1. Navigate to Loyalty > Promotions & vouchers and click New promotion in the top right corner.

2. Input your internal name, client-facing description, select either a Single-use or Multi-use format, and click Create.

3. Head to Limitations to designate whether your total campaign volume is unlimited or restricted to a specific cap, then hit Submit.

4. Open Validity to set your preferred activation delays, day-of-week constraints, or dynamic expiration windows (such as 90 days), then click Update.

5. Go to the Vouchers tab, click Add vouchers to bulk-generate your starting code pool, and review your live list on-screen.

6. (Optional) Click Edit design on the Wallet pass tab to style your mobile voucher asset, update back-of-card details, and toggle on localized proximity notifications for your active business profiles before saving your changes.