Voucher Design and Strategies in Loyalty Management

Learn about the different types of vouchers, the ways in which you can design vouchers, and how vouchers are issued.

Required Editions

Available in: Lightning Experience

Available in: Enterprise, Performance, Unlimited, and Developer Editions with Loyalty Management

Voucher Types

Voucher Type	How It Works	Examples
Fixed Value	Offer customers and loyalty program members a fixed amount of discount on their next purchase. The discount can be either on a complete order or a specific product.	Get US $10 off on your next order Get US $25 off on Cloud Kicks shoes
Discount Percentage	Offer customers and loyalty program members a percentage discount on their order or on the price of a specific product.	Get 10% off on your next order Get 25% off on Cloud Kicks shoes
Free Product or Service	Offers customers a free product or service in exchange for the voucher.	Get a free pair of socks Get a free spa

Voucher Design Options

Business Requirement	How to Achieve It
Voucher recipients can't redeem vouchers after a specific date or time	Issue vouchers that expire on a fixed date or date time.
Voucher recipients can't redeem vouchers a specific period after the voucher is issued	Issue vouchers that expire after a fixed period of days or minutes.
Voucher recipients can redeem the voucher to get a partner product or service	Issue vouchers that are associated with partners.
Voucher recipients must use their unique voucher code to redeem their voucher	Turn on the setting that automatically generates a unique code for each issued voucher.

Voucher Recipients and Distribution Strategy

Recipient	Business Requirement	How To Achieve It
Customers of the company	Issue vouchers to contacts as part of an automated process set up by the admin	Use the Issue Voucher action in a flow
Members of the loyalty program	Issue vouchers to members as part of an automated process set up by the admin	Use the Issue Voucher action in a flow
	Issue vouchers to members as part of an automated process set up specifically for a loyalty program by the program manager	Issue Voucher action in a loyalty process rule
	Issue vouchers to members instantly as a resolution for customer cases or to resolve a dispute	Issue Voucher quick action
	Issue vouchers to members as part of a promotion	Issue Voucher reward type on the Quick Promotion guided setup

Voucher Validity

Business Requirement	How It Works
Voucher recipients can redeem vouchers as soon as they’re issued.	The voucher definition that's used to issue a voucher consists of an effective date. If the date on which a voucher is issued is before the effective date of the voucher definition then the voucher's effective date is the same as the voucher definition's effective date. If the date on which a voucher is issued is after the effective date of the voucher definition then the voucher's effective date is the same as the current date. When issuing a voucher, you can change the effective date of the voucher based on your requirement.
Voucher is redeemable starting vouchers from a specific date.
Voucher recipients must not be able to redeem vouchers after they’ve expired	Loyalty Management removes expiring unused vouchers that are past their expiration date with an automated process behind the scene.

Business Requirement

How It Works

Voucher recipients can redeem vouchers as soon as they’re issued.

The voucher definition that's used to issue a voucher consists of an effective date. If the date on which a voucher is issued is before the effective date of the voucher definition then the voucher's effective date is the same as the voucher definition's effective date. If the date on which a voucher is issued is after the effective date of the voucher definition then the voucher's effective date is the same as the current date.

When issuing a voucher, you can change the effective date of the voucher based on your requirement.

Voucher is redeemable starting vouchers from a specific date.

Voucher recipients must not be able to redeem vouchers after they’ve expired

Loyalty Management removes expiring unused vouchers that are past their expiration date with an automated process behind the scene.