Vouchers

SCAYLE allows you to create, search, and edit vouchers. Vouchers can be redeemed within a certain period of time to get a discount.

Access vouchers in the SCAYLE Panel

1. Go to Add-ons > Customer Service Add-on > Management > Vouchers.

On the vouchers overview page, you can search for existing vouchers or create new ones. By default, the overview page is empty and shows vouchers only after a successful search.

Search Vouchers

The voucher overview page contains a search function with various filters and an area where you can find a list of the recently viewed vouchers.

Filter Options

There are three filter options to choose from when searching for vouchers:

1. Voucher ID: filters for a specific Voucher ID that the system automatically creates per voucher.
2. Voucher Code: filters for the Voucher Code of a specific voucher.
3. Name: filters for the name of a specific voucher.

Each search result contains the following information for each voucher:

• Voucher ID
• Voucher name
• Time frame (start and end date)
• Order amount (min. / max. value)
• Times to be used
• Customers
• Status

When searching for vouchers, you can use single filters or a combination of several filters to increase the relevance of the search results displayed. If the search returns no results, an error message will appear. Select individual vouchers from the list of search results to view more information, edit vouchers, download a report on voucher use, or delete the selected voucher.

Recently Viewed Vouchers

The voucher overview page has an integrated area where you can find your last viewed vouchers. Which vouchers are listed here depends on your previous search queries. If you have not yet made any search queries, you will be shown a blank screen.

Voucher Details

SCAYLE automatically creates detail pages for each voucher. These pages include subareas that correspond to the structure of the creation process. Here, you can edit and deactivate vouchers.

Voucher Information

In the upper area of the voucher details page, you can view all associated voucher codes or download them as a list. Two tabs lead you to voucher information and statistics.

Below this area, you will find more information that was entered when the voucher was created. While input fields marked with a red star are mandatory fields, the remaining input fields are optional.

Download Codes

Use the button Codes (top right) to download a list of all created voucher codes.

This function can be helpful if a large number of voucher codes have been created for a single voucher. SCAYLE then automatically creates a CSV file with the corresponding number of the individual codes. If you only want to view but not download codes, click Show Codes. A pop-up window will open with an overview of all created voucher codes.

Voucher Statistics

The voucher details page includes a second tab where you can view statistics about the respective voucher.

You will also find the following details on the page:

• voucher codes that were used
• orders the codes were used for
• shops the codes were used in
• customers who placed the orders

The system also displays average order values and selected payment methods.

Voucher History

The third History tab on the voucher details page shows actions associated with the voucher including voucher creation, approvals, and edits/updates with the associated user ID.

Voucher history.

Create Voucher

To create new vouchers click Create on the overview page. A window will open in which you can specify the shops for which the new voucher will be valid. You are then guided through a four-step process to define options for the new voucher. While the input fields marked with a red star are mandatory, other input fields are optional.

You can save new vouchers as a draft and complete them at a later date.

1. Generation Information

The first step in creating a new voucher is to enter the following information:

• Name: The name of the voucher. This information is also visible to the end customer if the voucher codes were not created by the system. Therefore, it is helpful to choose a name that can be directly associated with a campaign or similar activation.
• Start and end dates: specific start and end date to ensure that the voucher can only be redeemed within this time frame. If necessary, you can even define a precise period of time.
• Clientele/Customer Group: you decide which customer groups may redeem the voucher. It is possible to make a voucher available to all customers or restrict it to individual customer groups. A restriction can be useful if you want to use different voucher codes for different customer groups (e.g., within a newsletter campaign).

Create Voucher: General Information.

2. Reduction & Order Amount

The second step is to define the reduction rate and the minimum/maximum value of an order. You can return to the previous step at any time with the process progress display, if changes to the first step are necessary.

The system provides two options for determining the reduction rate: percentage or total. If you choose Percentage, you must enter a fixed percentage.

Once the reduction rate and reduction value have been determined, you can optionally specify the order value. If you enter a price range, end customers can only redeem the voucher if their order matches a minimum amount and does not exceed a maximum value.

Reduction Approval

Reduction limits are configured in Customer Service Add-on > Configurations (Key: voucherapprovallimits). For example, approval might be set for reductions greater than 30% (or reduction amount > 50). If you enter an amount above the threshold, a dropdown will automatically appear where you select an approver. The selected user will be notified.

3. Voucher Codes

Now, you can create voucher codes either manually or automatically. If you choose Generated, you decide how many unique codes the system will produce. This option is especially useful if you need many unique voucher codes.

You can also create an individual voucher and name the code yourself.

Afterwards, you choose whether vouchers can be redeemed only once or several times. In the case of multiple uses, customers can redeem the voucher code more than once. If you want to limit the use, simply define the appropriate number of times.

4. Criteria

In the last step you decide for which products or assortments the customer can redeem the voucher. With the following criteria you determine which inclusion and exclusion rules apply:

• Master Categories: only applicable to certain master categories
• Shop Categories: only applicable to certain shop-specific categories
• Customers: limited to a group of customers
• Brands: limited to specific brands
• Product IDs: limited to certain product IDs
• Merchants: limited to products of specific merchants

Master categories and shop categories determine for which parts of the assortment a voucher is valid.

You can exclude specific customers from redemption by entering the corresponding customer IDs. The same process can be applied to products by using Product IDs. You can also use filters to include or exclude brands and merchants.

Once you have entered all relevant information, click Create. The voucher will be generated automatically and then displayed on the voucher overview page, where you can view or edit it at any time.

Combining voucher criteria.

Edit Voucher

To edit vouchers, first select them in the overview list and then click on the respective voucher. If the system contains numerous vouchers, use the search function to limit the number of vouchers.

For more information on available filter options, please refer to the Voucher Search section.

Once you have accessed the desired voucher, you can edit it on the details page. Here, the same options apply as when creating vouchers.