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