---
schema_version: "1"
id: e4e53751044f7a1920b56fb785f896cd7817c54fb586da48f6f87bfba6643a6a
title: Create Voucher Definition
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/mktg/264-0-0/b2b_referral_add_rewards_voucher.md
canonical_url: https://help.salesforce.com/s/articleView?id=mktg.b2b_referral_add_rewards_voucher.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 6ee0a11683a25030a94f0af8606ad17688e11965483e1afced82ef8573ec710a
description: Channel managers can create voucher definitions to incentivize advocates and their referred parties with diverse rewards. They can add multiple vouchers to a referral program, offering different reward types to advocates and their referred parties. Each referral promotion within a program can feature its own unique set of vouchers, enhancing engagement and driving conversions.
products:
  - Marketing
  - Marketing Cloud Account Engagement
release: "264"
---
# Create Voucher Definition

Channel managers can create voucher definitions to incentivize advocates and their referred parties with diverse rewards. They can add multiple vouchers to a referral program, offering different reward types to advocates and their referred parties. Each referral promotion within a program can feature its own unique set of vouchers, enhancing engagement and driving conversions.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>,&nbsp;<strong>Performance</strong>, <strong>Unlimited</strong>, and&nbsp;<strong>Developer</strong>&nbsp;Editions with Referral Marketing</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>,&nbsp;<strong>Performance</strong>, and <strong>Unlimited</strong>&nbsp;Editions with Partner Ecosystem Management - Members or Partner Ecosystem Management - Login. <a href="https://help.salesforce.com/s/articleView?id=sales.b2b_referral_prm.htm&amp;language=en_US" target="_blank">Learn more about Referral Marketing with Partner Ecosystem management.</a></td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d12050e90">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d12050e90 ">To create a voucher definition:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d12050e90 ">
              <p>Manage B2B Referrals permission set</p>
              <p>AND</p>
              <p>Edit permission on:</p>
              <ul>
                <li>Loyalty Program</li>

                <li>Voucher Definition</li>

              </ul>
            </td>

          </tr>
        </tbody>
      </table>

Channel managers create voucher definitions that serve as templates for issuing vouchers to advocates and their referred parties. The values specified in a voucher definition are used to generate the actual vouchers

Here are a few business scenarios where channel managers can create voucher definitions to reward advocates and their referred parties.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:33.33333333333333%">
          <col style="width:33.33333333333333%">
          <col style="width:33.33333333333333%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d12050e149">Business Scenario</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d12050e152">VOUCHER TYPE</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d12050e155">EXAMPLE</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Business Scenario" class="slds-cell-wrap" style="vertical-align:top;" headers="d12050e149 ">A manufacturer of industrial equipment wants to increase sales by encouraging
              referrals within its network of suppliers. They decide to create a voucher that offers a
              fixed value discount and must be redeemed within a year after it's issued.</td>

            <td data-label="VOUCHER TYPE" class="slds-cell-wrap" style="vertical-align:top;" headers="d12050e152 ">
              <ul>
                <li>Type: Fixed Value</li>

                <li>Expiration model: Period</li>

              </ul>
            </td>

            <td data-label="EXAMPLE" class="slds-cell-wrap" style="vertical-align:top;" headers="d12050e155 ">
              <ul>
                <li>Voucher name: Refer and Earn $1000 in Spare Parts Credit</li>

                <li>Description: Refer a manufacturing company that purchases our automated assembly line,
                  and both companies receive a $1000 credit towards spare parts.</li>

                <li>Type: Fixed Value</li>

                <li>Face Value: 1000</li>

                <li>Expiration Type: Period</li>

                <li>Expiration Period: 12</li>

                <li>Expiration Period Unit: Months </li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="Business Scenario" class="slds-cell-wrap" style="vertical-align:top;" headers="d12050e149 ">A CRM software company wants to expand its market share by incentivizing existing
              partners to refer other businesses. They decide to create a voucher that offers a percentage
              discount and must be redeemed before a particular date.</td>

            <td data-label="VOUCHER TYPE" class="slds-cell-wrap" style="vertical-align:top;" headers="d12050e152 ">
              <ul>
                <li>Type: Discount Percentage</li>

                <li>Expiration model: Fixed date</li>

              </ul>
            </td>

            <td data-label="EXAMPLE" class="slds-cell-wrap" style="vertical-align:top;" headers="d12050e155 ">
              <ul>
                <li>Voucher name: Refer a business before December 31 and Get 5% Off</li>

                <li>Description: Enjoy a 5% discount on your next purchase by referring other businesses to
                  our CRM software by December 31.</li>

                <li>Type: Discount Percentage</li>

                <li>Discount Percentage: 5</li>

                <li>Expiration Type: Fixed Date</li>

                <li>Expiration Date: December 31</li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="Business Scenario" class="slds-cell-wrap" style="vertical-align:top;" headers="d12050e149 ">A Data Insights company wants to expand its user base and build a community of
              certified professionals by incentivizing partners to refer other businesses. They decide to
              create a voucher that offers a free certification course and must be redeemed before a
              particular date.</td>

            <td data-label="VOUCHER TYPE" class="slds-cell-wrap" style="vertical-align:top;" headers="d12050e152 ">
              <ul>
                <li>Type: Product or service</li>

                <li>Expiration model: Fixed date</li>

              </ul>
            </td>

            <td data-label="EXAMPLE" class="slds-cell-wrap" style="vertical-align:top;" headers="d12050e155 ">
              <ul>
                <li>Voucher name: Refer a Business and Master Analytics</li>

                <li>Description: Refer a business to our data analytics platform, and both you and the
                  referred company get a free certification course in advanced analytics</li>

                <li>Type: Product or service</li>

                <li>Expiration Type: Fixed Date</li>

                <li>Expiration Date: August 15</li>

                <li>Product: Advanced Analytics Certification</li>

              </ul>
            </td>

          </tr>
        </tbody>
      </table>

Here are a few other key fields to consider when you create voucher definitions:

- Effective Date—Select the date from when the voucher definition can be used to issue vouchers.
- Time-Based Voucher Period— Select if you want the vouchers issued by the definition to expire at a specific time.
    - For fixed date type vouchers, you can specify the effective and expiration date time.
    - For period type vouchers, you can specify the effective date time and specify the expiration period in minutes, hours, or days.
- Cost Per Voucher—Enter the liability that the company incurs each time a voucher is issued using the definition.
- Partial Redeemable—Select to let advocates and the referred parties use the voucher across multiple purchases. This option is available only for fixed value vouchers.
- Code Prefix, Code Suffix, and Autogenerated Code Length—Enter the prefix, suffix, and length of the voucher code. The prefix and the suffix are used in the unique automatically generated voucher code, and the length determines the voucher code length. If you don’t specify any of these values, a unique eight-character code is generated for each issued voucher. Advocates and the referred parties use their voucher code to redeem their voucher.

1. On the Voucher Definitions related list of your referral program, click **New**.
2. Define your voucher definition, and select **Active**.
3. Save your changes.

![Example](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-referral_marketing-264-0-0-production-enus/069de2ea-aef2-412d-92c4-07a2a8ab4a37/images/icon_example.png)

Example

The channel managers at Cloud Kicks want to launch a new B2B referral program where current retail partners help bring in new businesses. They decide to reward the new referred partners 15% off their first order. Existing partners who refer successfully will get $10,000 for future purchases.

- Voucher definition for advocates:
    - Name: Refer and Earn $10,000
    - Type: Fixed Value
    - Expiration Type: Period
    - Expiration Period: 4
    - Expiration Period Unit: Months
    - Effective Date: July 14, 2025
    - Code Prefix: PRE10
    - Autogenerated Code Length: 10

- Voucher definition for referred party:
    - Name: Join us and get 15% off
    - Type: Discount Percentage
    - Expiration Type: Period
    - Expiration Period: 4
    - Expiration Period Unit: Months
    - Effective Date: July 14, 2025
    - Code Prefix: RFJ10
    - Autogenerated Code Length: 12