Voucher - Create Automated Voucher

Automated Voucher templates send a voucher by email to recipients based on :

• Communication Lists
• Member Categories
• Public members
• Birthday
  • Yearly
  • Special Birthdays
• Membership Anniversary
  • Yearly
  • Special Anniversary
• Rewards for regular players
  • Played 'x' amount of rounds
  • Booked 'x' amount of players
• Incentive for not played recently

Ensure Communication Lists and Triggers are created prior to creating Automated Vouchers

Quick Process

1. Setup and/or check Communication Triggers 
   • Create Communication Triggers solution <link>
2. Setup and/or check Lists
   • Create Contact Lists solution <link>
3. Select {Vouchers} --> {Automated Vouchers} --> [Create Automated Voucher]
4. Create voucher as normal except:
   • In General Details - Select [Trigger] from list 
   •  In Recipients - Select Categories and/or Communication List 
5. [Save]
6. Check Automated Voucher is saved in Templates
7. Template options
   • Disable - stops process
   • Edit
   • Execute - run instantly
   • Delete

Step-by-Step Process

1. Setup and/or check Communication Triggers 

• Create Communication Triggers solution <link>

2. Setup and/or check Contact Lists

• Create Contact Lists solution <link>

3. Select {Vouchers} --> {Automated Vouchers} --> [Create Automated Voucher]

4. Create voucher as normal except:

• In General Details - Select [Trigger] from list 
•  In Recipients - Select Categories and/or Communication List 

5. Review and [Save]

6. Check Automated Voucher is saved in Templates
7. Template options

• Name
• Description
• Voucher Status Disable - Stop automated process
• Edit
• Execute - Select to run instantly
• Delete