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Add Your Company’s Voucher Definitions

Voucher definitions are templates that are used to issue vouchers. You set up a voucher definition one time and then use the voucher definition to issue vouchers on demand or by configuring flows and loyalty program rules. Based on your requirements, createas many voucher definitions as needed and use each of them for different purposes.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Loyalty Management
User Permissions Needed
To create a voucher definition:

Loyalty Management permission set

AND

Manage Loyalty Programs permission set

Here's how you can map your business requirements to key voucher definition fields when you create a voucher definition record:

Business Requirement Voucher Definition Configuration Example
Voucher definition issues vouchers that offer one-time discounts worth only specific amounts

Select Fixed Value as the type and enter a face value.

In orgs that have multiple currencies set up, you can select the currency ISO code of the fixed value.

 Get US $10 off on your next purchase
Voucher definition issues vouchers that offer only percentage discounts Select Discount Percentage as the type and enter the discount in percentage. Get 25% off on your next purchase
Voucher definition issues vouchers that offer free products or services Select Product or Service as the type and select the product that the voucher can be redeemed for or the product category from which the voucher can be redeemed for any product. Get a pair of shoelaces for free when you sign up for on the Cloud Kicks app
Voucher definition issues vouchers that offer a fixed value discount, but the value can be redeemed across multiple orders Select the Partially Redeemable checkbox. Get US $20 off on your next four purchases
Voucher definition issues vouchers from a specific date
  • For voucher definitions that are used by an automated process, such as a flow or a loyalty program rule, activate the voucher definition and activate the flow or the rule on the day from which the voucher definition must start issuing vouchers.
  • For voucher definitions that are used to issue vouchers on demand, activate the voucher definition on the day from when the voucher definition must start issuing vouchers.

After the Active checkbox is selected for a voucher definition, the voucher definition can start issuing vouchers.

 Get US $10 off on a purchase between May 1, 2024 and June 1, 2024
Voucher recipients can redeem a voucher only after a specific date or date time
  • Date: Specify an effective date time from when the issued vouchers can be redeemed.
  • Date Time: Select the Time-Based Voucher Period checkbox and specify an effective date and time.
 Shop in the next 30 days and get 10% off
Issued vouchers expire on a specific date or date time
  • Date: Specify an expiration date after which the vouchers are no longer available for redemption.
  • Date Time: Select the Time-Based Voucher Period checkbox and specify an expiration date and time after which the vouchers are no longer available for redemption.
 Get US $10 off on a purchase between May 1, 2024 and June 1, 2024
The issued vouchers must expire a specific period after its effective date or date time
  • Date: Specify the expiration period unit and expiration period after which the vouchers are no longer available for redemption.
  • Date Time: Select the Time-Based Voucher Period checkbox and specify the expiration period unit and expiration period after which the vouchers are no longer available for redemption.
 Shop in the next 30 days and get 10% off
The voucher definition must issue vouchers to members of the loyalty program and not all customers Specify the loyalty program that the voucher definition is a part of. Members only offer to get a free pair of shoelaces
The voucher definition must issue vouchers to members of a loyalty program as part of a promotion Buy Level X shoes and get a $15 voucher
The voucher definition must issue vouchers to members, which can be redeemed to get a partner product or service Specify the account of the partner who is offering their product or service as part of the voucher. Buy Cloud Kicks shoes and get a free spa at Relax Spa
The issued vouchers must consist of a unique code Ask your admin to turn on the setting to automatically generate a voucher code. See Automatic Generation of Voucher Codes
The issued vouchers must consist of a unique code with a specific pattern Enter the code's prefix and suffix
The issued vouchers' codes must be of a specific length

Enter the autogenerated voucher code length

If you don't enter a value, the default length is 8 characters.
The liability incurred by the loyalty program for the issued vouchers must be calculated

Enter the liability that's incurred for each issued voucher

In orgs that have multiple currencies set up, you can select the currency ISO code of the liability.

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Tip
Tip Voucher definitions contain information about the discount offered and the validity period. The values can be changed in the automated processes that issue vouchers or when issuing vouchers on demand.
  1. To create a voucher definition for loyalty program members:
    1. Open the loyalty program for which you want to create the voucher definition.
    2. From the launchpad, click Add Voucher.
    3. Define the voucher definition.
    4. Save the voucher definition.
  2. To create a voucher definition for contacts:
    1. From the App Launcher, find and select Voucher Definitions.
    2. Click New.
    3. Define the voucher definition.
    4. Save the voucher definition.