Ways to View Issued Vouchers

Customer and loyalty program members often reach out to customer support to learn about the vouchers that are available to them. Program managers also want to understand how issued vouchers are being used and are performing.

Required Editions

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

Here are the ways in which service reps and loyalty program managers can track issued vouchers:

Business Requirement How to View Voucher Details
Members want to know about the vouchers available to them From the Voucher related list of the member's Loyalty Program Member record, service reps and program managers can view the vouchers issued to the member and the ones that are available for the member to redeem.
Members want to know the status of a voucher that’s issued to them

From the Voucher related list of the member's Loyalty Program Member record, service reps can open the voucher that members want information about. On the voucher, service reps can find these voucher details:

  • Status and validity period
  • Redeemed and remaining value
  • Associated transaction journal for which the voucher was issued for or the reason why the voucher was issued
  • Associated benefit for which the voucher was issued
Members want to know about the amount they have remaining on a partially redeemable voucher
Members want to know why a voucher was issued to them
Members want to know for which benefit the voucher was issued