Voucher - Create Promo Code (Reference Guide)

Modified on Tue, 17 Oct, 2017 at 10:37 AM

Reference guide for all options in Create Promo Code


Process & Options

  1. Select {Vouchers} --> {Create Promo Code} and add General Details
    • Enter [Name] of voucher to identify in list of promo codes
    • Enter [Description/Message] that will appear on voucher
    • Enter a [Code] or {new] for random code generation
    • Select [Calculation]
      • Dollars ($) - Amount to be used towards a booking or purchase
      • Percent (%) - Deduct a percentage from total of purchase
    • Enter [Amount]
    • Enter [Quantity] to limit number purchased
    • Select [Item Code] only applicable for sites with accounting integration
    • Select [Valid For]
      • Never Expires
      • Number of Days - from date created
      • Select Date Range
    • [Next]

  2. Add Usage Options
    • Enable Mimimum Spend 
      • eg Spend $100 and save $50
    • Enable Minimum Player Count
      • eg Book for 4 players and save $50
    • Available for Purchases
      • All Fees - Any listed fee
      • 18 Holes
      • 9 Holes
      • Packages - Can only be used on packages
      • Equipment - Can be used for cart hire, buggy hire etc
      • Advanced (list all fees)
        • Select the fees for which the voucher can be redeemed
    • Exclusions
      • Exclude Public Holidays - Ensure fees are marked Public Holidays in setup
      • Exclude Concession Fees - Ensure fees are marked Concession in setup
      • Exclude Weekends 
    • Additional Conditions if Use
      • Extra to the standard conditions of use
    • [Next]

  3. Recipients
    • Individual
      • Enter the name or email address of recipient(s)
    • Selected Categories
      • Select Member Category
      • Select Public Category
    • Communication List
      • Select from list
      • Communications List are setup in ....
    • [Next]

  4. Delivery Method
    • Email - Sent to selected receipients
    • Specials Page
    • Timing
      • Send Now
      • Schedule date and time
    • Email Template
      • Select from Available Templates
      • Preview
    • [Next]

  5. Confirmation
    • Confirm sending to xx recipients

  6. Review sent/status of vouchers {Vouchers} --> {Respository}

Step-by-Step Process


1. Select {Vouchers} --> {Create Promo Code} and add General Details
  • Enter [Name] of voucher to identify in list of promo codes
  • Enter [Description/Message] that will appear on voucher
  • Enter a [Code] or {new] for random code generation
  • Select [Calculation]
    • Dollars ($) - Amount to be used towards a booking or purchase
    • Percent (%) - Deduct a percentage from total of purchase
  • Enter [Amount]
  • Enter [Quantity] to limit number purchased
  • Select [Item Code] only applicable for sites with accounting integration
  • Select [Valid For]
    • Never Expires
    • Number of Days - from date created
    • Select Date Range
  • [Next]




Add Usage Options
  • Enable Mimimum Spend 
    • eg Spend $100 and save $50
  • Enable Minimum Player Count
    • eg Book for 4 players and save $50
  • Available for Purchases
    • All Fees - Any listed fee
    • 18 Holes
    • 9 Holes
    • Packages - Can only be used on packages
    • Equipment - Can be used for cart hire, buggy hire etc
    • Advanced (list all fees)
      • Select the fees for which the voucher can be redeemed
  • Exclusions
    • Exclude Public Holidays - Ensure fees are marked Public Holidays in setup
    • Exclude Concession Fees - Ensure fees are marked Concession in setup
    • Exclude Weekends 
  • Additional Conditions if Use
    • Extra to the standard conditions of use
  • [Next]





3. Recipients
  • Individual
    • Enter the name or email address of recipient(s)
  • Selected Categories
    • Select Member Category
    • Select Public Category
  • Communication List
    • Select from list
    • Communications List are setup in ....
  • [Next]




Delivery Method
  • Email - Sent to selected receipients
  • Specials Page
  • Timing
    • Send Now
    • Schedule date and time

  • Email Template
    • Select from Available Templates
    • Preview
    • [Next]



5. Confirmation

  • Confirm sending to xx recipients




6. Review sent/status of vouchers {Vouchers} --> {Respository}



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