How do I create a Voucher Template? Step 2 of 3
Creating a Redemption Voucher Template
This section outlines the process for generating a redemption voucher template for the Experience of Choice. Since this is a template, it will be used multiple times, so it’s recommended to include a version number in the naming convention.
Accessing the Voucher in Admin Tools
- Navigate to Admin Tools → Vouchers.
- Select Template Creation.
- Scroll to the bottom and click the green "Create New Template" button to begin.
In this example we are using "1 hour Captains Course Experience."
Updating the Voucher Template
- Voucher Template Title:
- Example: "1-Hour Captain's Course Voucher - V1."
- Voucher Template Description:
- Example: "1-Hour Captain's Course Voucher."
- Redeemable Products:
- All products requiring a voucher code will appear in the dropdown.
- Select "1-Hour Captain's Course Redemption Voucher."
Setting Expiration & Usage Rules
- Expiration:
- Best practice is to avoid creating vouchers that never expire.
- Typically, setting the expiration date two years from voucher creation is recommended.
- Number of Uses:
- Default to one use per voucher.
- If the purchaser buys multiple experiences, update the quantity accordingly.
- Allowed Uses Per Order:
- Define how many redemptions the voucher allows per order.
10. Redemption Code Prefix
Customizing Voucher Appearance & Details
- Use a prefix to easily identify the experience associated with the voucher.
- Example: "1HCC" (1-Hour Captain's Course)
- Enables efficient tracking of redeemed vouchers.
11. Public Title:
- Distinguishes different vouchers.
- Example: "1-Hour Captain's Course."
13. Additional Details (optional).
- Provide a brief description of the Experience of Choice for the recipient.
14. Primary Image (optional):
- Upload an image representing the experience.
15. Click on the green "Save" button to update the template.
The Template is complete!
One last step, go back to the 1-Hour Captain's Course Voucher and complete the Advanced Features
1. Check Auto Generate Vouchers
2. Add A Voucher Template
- Select the dropdown to select the voucher that we will associate with the template.
Click on the green "Save" button to update the details.