Your company can issue vouchers to contacts, person accounts, and loyalty program members as part of automated business flows that the admin has already set up for your company. For example, the Issue Voucher action can be added to a flow that processes customer orders or to a flow that creates transaction journals for activities completed by loyalty program members. The flows can be configured to verify whether customers or members are eligible for a voucher and then use the Issue Voucher action to issue the voucher that’s relevant to them.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Loyalty Management |
Common Business Requirements Supported by the Action
| Business Requirement | Configuration | Result |
|---|---|---|
| Vouchers are issued only to individual customers who have placed an order above US $100 |
In the flow that processes orders, verify whether orders are worth US $100 and then use the Issue Voucher action to issue vouchers to the contacts who the orders belong to. In orgs where person account is enabled, use the Issue Voucher action to issue vouchers to the contacts associated with the person account. |
The issued voucher is associated with the contact. |
| Vouchers are issued only to loyalty program members who have completed a purchase activity that's eligible for a voucher | In the flow that creates transaction journals for member purchases, verify that the transaction journals are eligible for a voucher and then use the Issue Voucher action to issue vouchers to the loyalty program members who the transaction journals belong to. | The issued voucher is associated with the loyalty program member and the transaction journal. |
| Vouchers are issued to loyalty program members who have completed a non-purchase activity eligible for a voucher | In the flow that creates transaction journals for non-purchase member activities, verify that the transaction journals are eligible for a voucher and then use the Issue Voucher action to issue vouchers to the loyalty program members who the transaction journals belong to. | |
| Vouchers are issued to loyalty program members for an activity that’s eligible for a voucher as part of a promotion | In the flow that applies promotions for transaction journals, verify that the transaction journal is eligible for the promotion's voucher and use the Issue Voucher action to issue vouchers to the loyalty program members who the transaction journals belong to. | The issued voucher is associated with the loyalty program member, the promotion, and the transaction journal. |
| Vouchers are issued to loyalty program members as part of a benefit | In the flow that assigns the benefit to members, assign the benefit to members and then issue the benefit's applicable voucher to the members. | The issued voucher is associated with the loyalty program member and the benefit. |
Customizations Available in the Issue Voucher Action
Here's how you can use the capabilities of the Flow Builder in the Issue Voucher action:
- Use a resource to calculate the discount offered by the voucher.
- Use a resource to decide the period for which issued vouchers are valid.
- Generate the voucher code in an external system and use it in the action.
- Store the ID of the issued voucher as a resource and use in a subsequent action or condition.