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 New Offer.
Set up the voucher offer
Work through the tabs, entering the required information:
Step 1: Basic information
Brand: Select the relevant brand for this offer.
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.
Subcategory: These are pre-defined sub-categories you've set up.
Description: This your voucher offer description.
Message.
Conditions.
Upload image.
Step 2: Redemption details
The redemption channels: The redemption channels for your voucher offer.
Display channels: The display channels for your voucher offer.
Email.
Portal.
If you want each customer to get their own unique code by default, select Shared Redemption Code. This is to use one shared code for all customers.
From the Multiple Redemptions options, select the relevant option:
Unlimited voucher redemption.
You can set a daily redemption limit.
Personalised voucher redemption.
You can set the maximum voucher redemption per voucher.
You can set the minimum days between redemption.
Step 3: Offer 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.
If you add more than one product to have a discount for, you will have a pop-up with the following:
Apply discount to all quantities: Select this option to apply the discount to every quantity of the product. If not selected, only one quantity will receive the discount.
Apply all discounts: Select this option to use this offer with other discounts. If not selected, only the highest discount will apply.
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: Issuance & External voucher codes
This step is optional as you can define the total number of vouchers and per-customer limits for your voucher offer.
Choose the maximum vouchers issued.
Issuance limit per customer
Points value per issuance, if applicable.
If you have an external voucher codes list, you can upload it:
Upload file: Provide a .csv, .xls or .xlsx file.
Copy and paste: Paste vouchers from a spreadsheet
If you want, select you can Receive alerts for unusual voucher issuance activity, to receive alters when there is unusual rate of voucher codes issuance for your offer.
Step 5: Validity & scheduling
The dates and times the voucher is valid from and to.
The validity period of your voucher when it's generated to a customer.
In which locations is the voucher valid.
Display from.
Display to.
Use specific schedule: 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.
📌Note: This step is optional and can be skipped.
6: Additional Info & Wallet details
You can add a message or additional conditions.
You can add the wallet display images.
Step 7: Review and confirm
Review the details of your offer and make sure that everything is setup correctly
Click Create.