Creating Vouchers
To create Vouchers in CrossEngage, you can import a .csv or a .txt file containing the Voucher Codes, to be sent out to your audience.
Create a Voucher Pool
Go to More -> Vouchers.
Click on Create a New Voucher Pool.
Give your Voucher Pool a meaningful name.
Click on Choose File to import the Voucher Codes. Make sure that the file:
Does not exceed 100,000 Voucher Codes.
Does not contain repeated / duplicated Codes.
Contains One Voucher code per line, with no comma after the code.
Add Additional Metadata about the Vouchers, as needed.
Type - Choose whether the discount will be a fixed amount or a percentage discount.
Value - Set the voucher's value.
Currency - Choose the voucher's currency (e.g. EUR)
Minimum Basket - Determine the minimum basket value for eligibility for the voucher.
Valid from/Valid to - Choose the time period during which the vouchers will be valid.
Conditions - Determine the conditions limiting the voucher’s use.
Additional Metadata is optional, and does not affect how Vouchers work. This information can later be used in your outgoing messages, using the #VoucherPool Helper Function.
Choose Notification Settings for your Vouchers.
To receive an alert when the amount of Vouchers are running low, check the first box and provide a Threshold Quantity, and an email address to send the alert to.
To receive an alert if the Vouchers Expire while they are still being used in a campaign, check the second box and provide an email address. This option requires a Valid To date in the Additional Metadata.
Click Save.
You can now view your Voucher Pool and monitor how many codes are spent. Simply go to More -> Vouchers, Find your relevant Voucher Pool, and click on it to see details.
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