Track Issued Vouchers

Vouchers issued to advocates are associated with the advocate's loyalty program member record. Channel managers can keep track of the vouchers issued to an advocate by viewing their loyalty program member record.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Referral Marketing
Available in: Enterprise, Performance, and Unlimited Editions with Partner Ecosystem Management - Members or Partner Ecosystem Management - Login. Learn more about Referral Marketing with Partner Ecosystem management.
User Permissions Needed
To track issued vouchers:

View permission on:

  • Loyalty Program Member
  • Voucher
  1. From the App Launcher, find and select Loyalty Program Member.
  2. From the list view, open the record of the business whose vouchers you want to view.
  3. Click Related.
  4. From the Vouchers related list, open the voucher that you want to view.
  5. Review the details of the voucher such as value, status, and expiration date.