A loyalty program can issue vouchers to its members for completing activities that are eligible for a reward. For example, members can be issued a voucher for shopping on their membership anniversary or for posting about your company on their social media handles. When setting up a loyalty program rule, program managers can use the Issue Voucher action to automate the process of issuing vouchers to members whenever they meet the eligibility conditions for a voucher.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Loyalty Management |
The Issue Voucher action can be configured based on the requirements of the loyalty program rule to which that the action belongs. Here are a few ways in which you can configure the action based on the requirements of the rule that it’s being used in:
| Business Requirement | Configuration |
|---|---|
| The rule must be flexible to issue different vouchers at different times without any downtime | In the Voucher Definition Name field, use a parameter to specify the voucher definition that the rule must use to issue vouchers. You can update the parameter to specify a different voucher definition without having to deactivate the rule. |
| The rule must issue vouchers that all have the same code | In the Voucher Code field, specify the code that must be added to all the vouchers issued by the action. |
| The rule must issue vouchers that members can start redeeming from a specific date or date time | In the Effective Date or the Effective Date Time field, enter the date or date time from when the issued vouchers must be available for members to redeem. |
| The rule must issue vouchers that expire on a specific date or date time |
In the Expiration Date or the Expiration Date Time field. enter the date or date time after which members can no longer redeem the issued voucher. This option is only available for voucher definitions with a fixed date type validity. The expiration date or date time is automatically calculated for voucher definitions with period type validity. |
| The discount value or percentage of vouchers must be decided when the rule is executed |
In the Voucher Face Value or the Voucher Discount Percentage field, you can use:
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You can store the voucher code of the issued vouchers as a parameter and use the code in subsequent steps of the rule.
Here's what happens after a rule issues a voucher:
| Purpose of Rule | Outcome |
|---|---|
| The rule is used to process member transactions and reward members | The issued voucher is associated with the transaction journal that the voucher was issued for. |
| The rule is used to apply promotions for member transactions | The issued voucher is associated with the transaction journal and the promotion that the voucher was issued for. |