Vouchers

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

You can find vouchers by navigating to Shops > Shop > Promotions > Vouchers.

On the vouchers overview page, you can search for existing vouchers or create new ones.

To create a voucher, click Create. You are then guided through a four-step process to create a new voucher. For details, see Create Voucher below.

Create Voucher

Vouchers can be created and updated via the SCAYLE Panel or the Admin API (using the Create a Voucher method). After creation, vouchers are instantly available for checkout.

Create a voucher in the SCAYLE Panel

1. Go to Shops > [Shop] > Promotions > Vouchers.
2. Click Create on the overview page. You are guided through a four-step process to define voucher options:

1. General Information

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

• Name: You should enter the "real" name of the voucher. This information is 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.
• Clientele: 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 (for example, within a newsletter campaign).
  Restricting a voucher to new customers limits the usage to logged in customers with no confirmed orders.
• Start and end dates (optional): 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.

2. Reduction & Order Amount

• Reduction type: percentage or amount
• Reduction: specific percent or total amount
• Min order amount (optional): 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 is notified.

3. Voucher Codes

• Code Generation: generated (automatic) or custom. If you choose Generated, you decide how many unique codes the system will produce. Custom allows you to create an individual voucher and name the code yourself.
• Usage limit: 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. To limit the use, 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:

• Brand: limited to specific brands
• Country: limited to specific shop countries
• Customer: limited to a group of customers
• Master Category: only applicable to certain master categories
• Merchant: limited to products of specific merchants
• Product: limited to certain product IDs
• Shop Category: only applicable to certain shop-specific categories

Once you have entered all relevant information, Save. The voucher is be generated automatically and then displayed on the voucher overview page, where you can view or edit it.

Voucher Statistics & History

For a given voucher, you can view usage statistics as well as the history of actions and state changes. After selecting a voucher from the overview list, you can select the tabs: Voucher, Statistics, History.

• Voucher: displays the original voucher information fields. From here, you can edit the voucher.
• Statistics: shows key data associated with the voucher including the number of codes used and a list of orders where the voucher was used.
• History: shows actions associated with the voucher including voucher creation, approvals, and edits/updates with the associated user ID.

Edit or Deactivate Vouchers

Edit Voucher

To edit a voucher, first select it in the overview list. If the system contains numerous vouchers, first use the search function to limit the number of vouchers. Once you have accessed the desired voucher, you can edit it on the details page. Here, the same options apply as when creating vouchers.

Deactivate Voucher

To deactivate a voucher, select it in the overview list. On the details page, click the three dots (to the right of the Edit button). Select Deactivate from the dropdown menu.

Further education - SCAYLE Academy

Course

Vouchers

How to use vouchers in your promotions

• Promotions
• Business

Franziska Kuhlmann

Business Consultant

Promotions

Vouchers

• Intermediate
• 1 lessons
• 5m

Play tutorial